WealthSource started with a simple premise:

To give clients access to unbiased financial advice.

It all began in 2009. In the midst of a major financial crisis, Bryan Sullivan walked away from his career at UBS to start Vellum Financial in San Luis Obispo, CA. That same year, Eric Patton and Jon Dubravac founded Avant-Garde Advisors in Centennial, CO.

Although the founders were separated by a thousand miles, they shared the same desire to put clients first. Their firms approached that goal from different angles. Vellum focused on building a team of “best-in-class” subject matter experts. Avant-Garde assembled a state-of-the-art technology stack to deliver exceptional client service — and to provide back office support to other advisors with a similar client-first philosophy.

As both firms grew, the founders stayed in touch to share their wins and challenges. Over time, they realized that they were better together. The new combined firm, WealthSource, was built on a solid foundation of Vellum’s investment and financial planning expertise, Avant-Garde’s state-of-the-art technology, and a joint commitment to do the best for every single client.


Over 85% Employee/Advisor Owned


35 Advisors


1.92B Assets Under Management


6 Years Serving Clients as WealthSource


2554 Client Families

*figures provided as of 12/31/22

Our Core Values

Clients First

We were founded on the principle that people deserve financial advice that benefits them, not their financial advisor. Every aspect of our business is built around guiding you toward the financial security you long for.


We recognize that the world changes every day. We are committed to growing our team, our methods, our technology, and our understanding, to help you live a life of wealth — no matter what life throws at you.

Hard Work

The best things in life are worth fighting for, and that includes our clients’ prosperity. We work tirelessly to uncover and equip you with the best solutions you need to reach your goals.


Your finances are your business (they just happen to be our business, too). We strive to include you in every step of our process to ensure you know and understand the choices you make.

WealthSource is guided by an experienced and passionate team that believes there’s a better way to deliver financial advice. These professionals share an unyielding commitment to offer more, learn more, and help our firm and our clients face the future with confidence.

Meet Our Team

Become a WealthSource Advisor

We are always looking for advisors who will make us even better at what we do.

Explore Partnership

Local Presence, National Reach

Dublin, OH 43017

614-470-5360 Meet Your Advisor

Chris’ career in the financial services industry started in June of 2009 as an insurance agent for Western & Southern Financial Group, Inc. to serve and work diligently for his clients. Chris works well with motivated, hard-working individuals who want to develop a financial strategy that works under various circumstances in order to help them accomplish their future goals. When working with Chris, you can expect an educational approach to better understand what tools and strategies are available to help you succeed. Allowing Chris to be your financial resource can alleviate a lot of pressures that arise as your wealth continues to grow.

On a personal note, Chris attended Otterbein College in Westerville, Ohio where he received his Bachelor of Arts degree in Economics. He's married to Brook Watson and they happily reside in Dublin, Ohio.

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