Parker J Brady

Penny Wasem is a CFP® and PFS™ professional with 23 years of experience, serving as the principal of Lifetime Financial Planning Solutions, LLC since 2003. She is also the financial officer of the Fairfield County Foundation, a nonprofit organization located in Lancaster, OH. Lifetime Financial Planning Solutions, LLC provides fee-only financial planning, accounting, tax planning, and tax preparation services for individuals, small businesses, nonprofits, estates, and trusts. The firm delivers written financial plans and recommendations without managing client assets or selling investment products, focusing primarily on public accounting and tax work with a small, specialized client base.

Benjamin Wilkey is a financial advisor at SRS Wealth Management in Lancaster, OH, holding a Series 65 designation. He has one year of industry experience and has worked at multiple firms since 2025, including Asset Management and Protection Services, LLC and Superior Retirement Solutions. Prior to entering the financial advisory field, he spent over two decades in the forms and printing industry. SRS Wealth Management provides investment advisory and financial planning services primarily to individuals, trusts, retirement plans, and small businesses. The firm offers tailored portfolio management and planning services, utilizing mutual funds, ETFs, individual equities, and fixed-income securities, and acts as a fiduciary in both discretionary and non-discretionary management roles.

Todd Childers is a financial advisor at 4 Star Advisory Services LLC with 22 years of industry experience. He holds a Series 63 designation and previously worked at Horter Investment Management, LLC. Outside of advisory work, he prepares tax returns as a CPA and sells life insurance and fixed annuities. 4 Star Advisory Services LLC provides discretionary portfolio management to individual and high-net-worth clients, utilizing fundamental analysis, macroeconomic research, and quantitative screening. The firm’s approach includes both long- and short-term trading strategies, with a preference for preferred stocks over bonds and the potential allocation to Bitcoin-focused ETFs under enhanced risk disclosures.

Mason Yerian is an advisor at Aegis Wealth Management, Inc. in Lancaster, OH, holding a Series 65 credential and beginning his financial industry experience in 2026. His background includes roles at Ohio University and involvement with the Ohio University Club alongside ETP Wealth Management, as well as prior work in education and the food service industry. Aegis Wealth Management serves individual investors, institutions, and retirement plans, providing comprehensive financial planning and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers to implement portfolios and utilizes AI-based tools in its client services.

Erin Barnhart is a financial advisor with MPM Wealth Advisors in Lancaster, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with MPM Wealth Advisors since 2004. Outside of her advisory role, Barnhart coaches swimming at Ohio State University. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm focuses on diversified portfolios using low-expense mutual funds and ETFs, guided by client risk profiles, and employs both discretionary and non-discretionary account management strategies.

Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.