Anthony Paul Rahrig

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance. Hardy also serves as a public notary and is involved in third-party retirement plan administration through H&H Retirement Services. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million. The firm operates on a non-discretionary basis with tailored portfolios and offers insurance products and retirement plan administration through an affiliated third-party administrator.

Adam Bray is a CFP® with 15 years of industry experience, currently serving as an advisor at YSB Wealth Management since 2026. He previously worked at OSAIC and spent 11 years with Bishoff Financial Group, where he held the role of Chief Investment Officer and led the firm’s investment team. YSB Wealth Management is a fee-only investment adviser that provides wealth management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a personalized investment process combining strategic asset allocation with both passive and active approaches, and offers financial planning services at no additional charge.

Sarah Yount is a ChFC® with over 15 years of industry experience. She currently works at YSB Wealth Management and previously held roles at Bishoff Financial Group and Roble Belko & Company. YSB Wealth Management is a newly formed, fee-only advisory firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning with a personalized investment process that combines passive and active strategies within conservative to growth asset allocations.

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

Cody Schnipke is a CFP® professional with eight years of industry experience. He is currently with YSB Wealth Management and previously worked at The Bishoff Financial Group and Cambridge Investment Research Advisors. In addition to his advisory role, Schnipke is involved in tax preparation through Bishoff Tax Advisors. YSB Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning, employing a personalized investment process that combines passive and active strategies within conservative, balanced, and growth ranges.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co inc for 11 years before joining his current firm in 2022. Trueblood serves on the board of the Lima Shawnee Alumni Legacy Scholarship Fund, which provides college scholarships to high school students. Trueblood Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a variety of investment approaches, including asset allocation, fundamental and quantitative analysis, and may employ options, margin borrowing, and derivatives, while also engaging third-party money managers and custodians for trade execution and reporting.