Herman D Lantz

Russell Dunkin is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Fort Henry Capital, LLC since 2014. Fort Henry Capital serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and other businesses by providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting on a fee-only basis. The firm’s investment process is primarily fundamental and tailored to client objectives, risk tolerance, and tax situations.

Miranda Parkinson is a CFP® professional at Appalachian Capital Management with four years of industry experience. Prior to joining the firm, she worked at C.H. Robinson Worldwide and was employed by The Ohio State University. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment solutions through customized or model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, managing accounts on a discretionary basis with ongoing monitoring and regular reviews.

Ross Merenda is a financial advisor with Optima Trade & Investments, LLC, where he has worked since 2005. He has 12 years of industry experience. Optima Trade & Investments is a registered investment adviser offering portfolio management on a limited discretionary basis, as well as financial planning and consulting services. The firm employs a blend of fundamental, technical, charting, and cyclical analysis with a preference for technical analysis and shorter-term trading strategies, including the use of stop orders, short sales, margin transactions, and option writing when aligned with client objectives.

Jeffrey Hensler is a Series 65-licensed financial advisor at Optima Trade & Investments, LLC with 20 years of industry experience. He has been with the firm since 2006. Optima Trade & Investments is a registered investment adviser that provides portfolio management on a limited discretionary basis along with financial planning and consulting services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with a focus on technical analysis and shorter-term trading strategies, and offers alternative billing arrangements including performance-based fees for qualified clients.

John Parkinson is a CFP® with 26 years of industry experience, serving as the sole advisor at Appalachian Capital Management since 1992. He is a member of the board of directors at Consumers National Bank in Mt. Pleasant, Ohio, where he participates in loan reviews and general bank operations. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on customized portfolios and firm model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, using both fundamental and technical analysis to manage accounts on a discretionary basis with ongoing monitoring and regular reviews.

Jeremy Lowe is a CFP® professional with 23 years of experience in the financial advisory industry. He has been with Fort Henry Capital, LLC since 2014. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and other businesses, providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting on a fee-only basis. Fort Henry Capital’s investment approach is primarily fundamental and tailored to each client’s objectives, liquidity needs, risk tolerance, and tax situation.