Robert M Chester

I'm Zach, founder and lead advisor of Mount Vernon Financial, an independent fee-only fiduciary RIA based in Mount Vernon, Ohio, serving clients across the state and beyond. I started this firm because too many people get advice that's built around a product or a sales quota instead of their actual life and I wanted to build something more personal. My desire is that all prospects and clients can see that I start from a place of genuine care. Trust is only built if care, integrity and honesty are evident. As an advisor, I lean on evidence-based investing and tax-efficient planning. I hold the CEP and CFP® designations. Before starting Mount Vernon Financial, I spent years with High-Net-worth clients helping with equity planning through corporate brokerage solutions at Morgan Stanley and advising clients directly at TD Ameritrade. I've seen how both big firms and everyday investors operate, and I built this practice to give you the best of both. Mount Vernon Financial is intentionally set up alongside a local CPA firm, so your tax picture and your financial plan aren't living in two separate silos. Whether you're starting off, nearing retirement, or somewhere in between, I would be honored to have a conversation to see where we can help.

Stephen Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 25 years of industry experience. He has been with Lincoln Douglas Investments since 2011 and holds a Series 63 designation. Lincoln Douglas Investments is a team investment adviser serving primarily individual investors, as well as pension plans, trusts, and business entities. The firm manages portfolios using a variety of strategies based on client risk profiles and employs both discretionary and non-discretionary portfolio management along with financial planning services.

Brandon Bullock is a financial advisor at Lincoln Douglas Investments, LLC with 21 years of industry experience. He has been with Lincoln Douglas Investments since 2010. In addition to his advisory role, he is a licensed property and casualty, life, and health insurance sales agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm employs a mix of technical charting, fundamental analysis, and cyclical approaches to build portfolios tailored to client risk profiles.

Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and PRUCO Securities before joining Lincoln Douglas in 2014. Outside of advisory work, he is engaged in non-variable insurance sales covering life, medical, and Medicare supplemental insurance. Lincoln Douglas Investments, LLC is a team-based advisory firm serving individual investors, pension plans, trusts, and business entities through a range of portfolio management and financial planning services. The firm employs diverse investment strategies and maintains operational practices that include annual account reviews and trade-error correction procedures.

Kenneth Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Lincoln Douglas Investments since 2010. Additionally, he is president and a stockholder of Dennis & Schisler, Inc., a CPA firm, where he has worked since 1980, focusing on tax return preparation and tax research. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios, offering both discretionary and non-discretionary account management.

Zachary Dennis is a financial advisor with Lincoln Douglas Investments, LLC, holding a Series 63 license and having 11 years of industry experience. He has worked at Lincoln Douglas Investments since 2013 and is also involved in fixed insurance and property & casualty insurance through Madison Collins Stevens Insurance. Additionally, he works as a driver for Lyft part-time outside of securities trading hours. Lincoln Douglas Investments, LLC is a team-based advisory firm serving primarily individual investors, as well as pension plans, trusts, and business entities. The firm manages portfolios using a range of strategies including equity positions, mutual funds, fixed income, and option strategies, with accounts reviewed at least annually.