Anthony J Spring

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

Lori Eisel is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Arcadia Financial Partners, LLC since 2016. She previously worked at Hamilton Capital Management, Inc. for one year. Arcadia Financial Partners provides fee-only financial planning and investment advice to individuals and families, offering fixed-fee financial reviews, hourly counseling, and ongoing retainer engagements. The firm emphasizes diversified asset allocation and long-term investing using no-load index mutual funds, ETFs, and cash equivalents, while typically not managing client assets directly.

Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Roger Southward is a CFP® professional with 26 years of experience in financial planning and investment management. He has been the principal advisor at Southward Financial Services, LLC since 2000. Southward Financial Services provides personalized financial planning and investment management primarily to individual clients, trusts, estates, and charitable organizations. The firm emphasizes client-approved trading and offers independent tax preparation through an on-staff CPA, managing approximately $18 million in assets for about 27 clients.

Jonathan Renner is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Belleau Wood Partners LLC and has prior experience with Merrill Lynch. Belleau Wood Partners LLC is an SEC-registered adviser providing ongoing portfolio management and standalone financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes client-tailored portfolios with written Investment Policy Statements and employs a range of analytic methods, including fundamental, quantitative, and technical analysis.

Timothy Hamilton is a CFP® with 14 years of industry experience and has been the sole advisor at FinancialFamilies since 2014. He holds a Series 66 license and serves as a volunteer Finance Officer for the Civil Air Patrol in Maxwell, Alabama. FinancialFamilies provides financial planning and investment review services to individual and high-net-worth families, focusing on tailored, non-discretionary plans that cover retirement, estate, tax, insurance, business planning, cash flow, and college savings. The firm emphasizes client-specific recommendations and periodic reviews, using various analytical methods and typically recommending mutual funds, ETFs, REITs, and fixed-income instruments.