Ron Myers joined Citizen Advisory Group in 2009. He is a licensed Investment Advisor Representative under Advisory Alpha, an SEC Registered Investment Advisor, and a Retirement Income Certified Professional®. Ron is also a licensed Health and Life Insurance Agent in both Ohio and Michigan. Ron supervises our teams Senior Health Insurance operations. Ron brings more than 20+ years of experience in the banking, investment, and insurance industries.
Ron is a graduate of the University of Toledo with a finance degree and proud alumni of Central Catholic High School. He resides in Perrysburg with his wife and three children.
Jim Poling is an Investment Advisor Representative under Advisory Alpha—an SEC Registered Investments Advisor. Jim joined Citizen Advisory Group as a sales representative in 2010. He currently holds the Retirement Income Certified Professional designation and has been a licensed health and life insurance professional since 2005 in both Ohio and Michigan. He enjoys helping people make the best retirement decisions.
A product of Rogers High School, Jim graduated from University of Toledo with a Master of Education in Integrated Social Studies and Kent State University with a Bachelor of Arts in Geography.
Jim enjoys spending time with friends and family, coaching youth sports, traveling, and camping in his free time. He currently resides in Rossford, Ohio, with his wife and kids.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Citizen Advisory Group. Property and Casualty Insurance services offered through Foresight Insurance, LLC. Tax services offered through CAG Tax. Advisory Alpha, LLC, Citizen Advisory Group, Foresight Insurance, LLC and CAG Tax are separate entities. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 2024 Citizen Advisory Group LLC. All Rights Reserved.