Franklin Joseph Giovannelli

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 27 years of industry experience. He has been the sole advisor at Southward Financial Services, LLC since 2000. Southward Financial Services is an independent, fee-only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm also offers tax preparation services through an on-staff CPA and utilizes a primarily non-discretionary investment approach with portfolios constructed using strategic asset allocation across mutual funds, ETFs, and select individual securities.

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.

Thomas Cantrell is a financial advisor at The Retirement Specialist of Central Ohio with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2014. Cantrell is also involved in insurance sales through Senior Services Lake & Cook Co., where he serves as an owner and independent insurance agent. The Retirement Specialist of Central Ohio provides discretionary portfolio management and comprehensive financial planning services to individual and high-net-worth clients, as well as self-employed individuals and small business owners. The firm emphasizes individualized investment policies and long-term asset allocation based on client goals, utilizing fundamental analysis as its main investment approach.