Julie Vavra Daley

Jeffrey Hensler is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Optima Trade & Investments, LLC since 2006. Outside of his advisory role, he is involved in marketing steel products and operates a plumbing business. Optima Trade & Investments, LLC is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis with a preference for technical analysis and short-term purchases, offering discretionary portfolio management, financial planning, and consulting services.

Thomas Anthony is a financial advisor with Anthony Investment Management, LLC in Wheeling, WV. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 14 years with his current firm and prior work at Main Street Financial Services, Corp. since 2001. Anthony Investment Management serves individuals, charitable organizations, corporations, trusts, estates, and retirement plan sponsors. The firm offers portfolio management, financial planning, investment consulting, and retirement plan consulting, focusing on tailored portfolios built from fundamental analysis and active retirement plan and pension consulting.

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 with Appalachian Capital Management, where she has worked since 2022. She has prior experience at C.H. Robinson Worldwide and The Ohio State University. 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.

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.