Dylan Bastress

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.

Eric Potts is a financial advisor at Moment Financial Planning in Circleville, OH, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Key Performance Ideas, Inc., Accelalpha Inc, Pivotal Drive LLC dba Nova Advisory LLC, and Equinix, Inc. In addition to his advisory work, Potts owns and operates Proven Path Tax Services as a tax preparer. Moment Financial Planning provides investment advisory and financial planning services to individual clients, focusing on passive portfolio construction using index mutual funds and ETFs. The firm works with third-party money managers and utilizes the Betterment for Advisors platform for trade execution and ongoing portfolio reviews.

At Columbus Street Financial Planning, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

Lori Eisel is a CFP® professional with 19 years of industry experience. She has been with Arcadia Financial Partners, LLC since 2016 and previously worked at Hamilton Capital Management, Inc. from 2015 to 2017. Arcadia Financial Partners is a fee-only advisory firm serving individuals and families with financial planning, hourly counseling, and longer-term retainer engagements. The firm focuses on cash flow and retirement planning and typically provides individualized asset-allocation recommendations while clients implement and monitor their investments.

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.

Chad Frush is a financial advisor at Arch City Financial with the PFS™ designation and seven years of industry experience. He has been with Arch City Financial since 2018 and has also operated Frush & Associates, Inc. since 2009. Outside of his advisory role, he owns Frush Consulting, LLC, which provides external accounting solutions to clients. Arch City Financial serves institutional and plan-sponsor clients, corporations, and individuals, offering portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment management with diversified, asset-class portfolios and applies various analytical methods in its research and due diligence.