Franklin Giovannelli

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.

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.

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 the sole advisor at The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with his current firm since 2014 and is also involved in several related business activities, including ownership of Senior Services Inc, which focuses on life insurance and fixed annuity sales. The Retirement Specialist of Central Ohio serves individual clients, including high-net-worth individuals and small business owners, offering tailored financial planning and portfolio services. The firm combines written financial plans with an online aggregation platform and subscription-based wealth management, managing approximately $13.6 million in discretionary assets as of December 31, 2024.

Jonathan Taylor is a financial advisor at Patriot Asset Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Summit Brokerage Services. He also maintains a life insurance producer role, integrating life insurance into financial planning for clients. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a value-oriented approach with strategic and tactical asset allocation models. The firm offers a proprietary concentrated equity portfolio, employs derivatives and option strategies within managed accounts, and conducts public educational seminars and workshops.