Penny L Wasem

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

Lori Eisel is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Arcadia Financial Partners, LLC since 2016. She previously worked at Hamilton Capital Management, Inc. for one year. Arcadia Financial Partners provides fee-only financial planning and investment advice to individuals and families, offering fixed-fee financial reviews, hourly counseling, and ongoing retainer engagements. The firm emphasizes diversified asset allocation and long-term investing using no-load index mutual funds, ETFs, and cash equivalents, while typically not managing client assets directly.

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.

Roger Southward is a CFP® professional with 27 years of industry experience. He has been the sole advisor at Southward Financial Services, LLC since 2000. Southward Financial Services is an independent, fee-only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm also offers tax preparation services through an on-staff CPA and utilizes a primarily non-discretionary investment approach with portfolios constructed using strategic asset allocation across mutual funds, ETFs, and select individual securities.

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.

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.