Blake Richards

Penny Wasem is a CFP® professional with 22 years of experience in financial planning. She has been with Lifetime Financial Planning Solutions, LLC since 2003. Wasem serves as the financial officer for the Fairfield County Foundation, a nonprofit organization. Lifetime Financial Planning Solutions provides fee-only financial planning along with accounting and tax services primarily to individuals, small businesses, nonprofits, estates, and trusts. The firm focuses on tailored written plans delivered on an hourly basis and does not manage client assets or sell investment or insurance products.

Todd Childers is a financial advisor at 4 Star Advisory Services LLC with 22 years of industry experience. He holds a Series 63 designation and has worked previously at Horter Investment Management, LLC and served on the Berne Township Zoning Board. Outside of advisory services, he prepares tax returns for a fee during tax season and sells life insurance and fixed annuities. 4 Star Advisory Services provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a tailored investment approach based on a written Investment Profile Statement and utilizes fundamental analysis across various asset classes, offering both long-term and short-term trading strategies.

Mason Yerian is a financial advisor at Aegis Wealth Management, Inc. in Lancaster, Ohio. He holds a Series 65 designation and is part of a 26-advisor team. Aegis Wealth Management serves individual and institutional clients, including high-net-worth investors, offering broad financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and utilizes third-party sub-advisers for portfolio implementation, complemented by direct indexing and AI-based tools.

Erin Barnhart is a financial advisor with MPM Wealth Advisors in Lancaster, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with MPM Wealth Advisors since 2004. Outside of her advisory role, Barnhart coaches swimming at Ohio State University. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified allocations across multiple asset classes using low-expense funds and model portfolios guided by client suitability profiles.

Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Brock McGlothin is a financial advisor with Vicus Capital, Inc., holding a Series 65 designation and 12 years of industry experience. He has worked at Vicus Capital since 2019 and previously at Nationwide Securities and Nationwide. Outside of his advisory role, he is the owner of McGlothin Insurance, where he sells life, fixed, property, and casualty insurance products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.