Katie Elson

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance. Hardy also serves as a public notary and is involved in third-party retirement plan administration through H&H Retirement Services. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million. The firm operates on a non-discretionary basis with tailored portfolios and offers insurance products and retirement plan administration through an affiliated third-party administrator.

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co inc for 11 years before joining his current firm in 2022. Trueblood serves on the board of the Lima Shawnee Alumni Legacy Scholarship Fund, which provides college scholarships to high school students. Trueblood Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a variety of investment approaches, including asset allocation, fundamental and quantitative analysis, and may employ options, margin borrowing, and derivatives, while also engaging third-party money managers and custodians for trade execution and reporting.

Erin Mulcahy is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio, holding a Series 65 designation. She joined the firm in 2026 and has a background that includes five years at the University of Findlay and four years at Shawnee Country Club, along with experience working in education from 2016 to 2021. Trueblood Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of asset allocation strategies, fundamental and quantitative analysis, and may employ options, margin, and derivatives in client accounts while leveraging third-party money managers and institutional resources.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans with comprehensive portfolio management and financial planning. The firm uses a combination of asset-allocation strategies, fundamental and quantitative analysis, and employs margin, options, and derivatives where appropriate, alongside third-party managers and institutional research resources.

Phillip Trueblood is a financial advisor with Trueblood Wealth Management, LLC and holds Series 63 and Series 66 designations. He has 57 years of industry experience, including 11 years at Stifel Nicolaus & Co and over four years at his current firm. Outside of his advisory role, he serves as treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member at Northeast Ohio Medical University. Trueblood Wealth Management provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of asset allocation techniques and various forms of analysis, with periodic rebalancing, and employs margin, options, and derivatives where appropriate, while utilizing sub-advisors and custodial services for trade execution and reporting.