Romney Kay Cox

Dawn Wilson is a financial advisor with Athens Impact Socially Responsible Investments in Athens, OH. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at Cambridge Investment Research and Lincoln Financial Securities Corporation. Athens Impact provides individualized investment management, financial planning, and coaching for individuals, corporate clients, charitable organizations, and institutional retirement plans. The firm primarily uses passive investment strategies with ESG and impact screening integrated into portfolio construction, and it offers services including employee benefit plan advisory, investor education, and institutional education programs.

Michael Carpenter is a CFP® with 32 years of industry experience, currently serving at LexAurum Advisors. He has worked at Brokers International Financial Services since 2018 and has been with LexAurum Advisors for the past 10 years. Carpenter is an adjunct instructor at Ohio University College of Business, teaching a senior-level financial planning class. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm operates with a multi-advisor team and applies diversified portfolios based on modern portfolio theory, offering both discretionary and non-discretionary engagements.

Travis Davidson is a financial advisor at Lexaurum Advisors in Athens, Ohio, holding a Series 66 designation and with over 12 years of experience. His background includes roles at Integrity Alliance, Carpenter and Associates, and academic positions at Ohio University and Università Politecnica delle Marche. Lexaurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm manages approximately $1.27 billion for over 2,100 clients through a multi-advisor team, employing diversified portfolios based on modern portfolio theory and a standardized model allocation program typically implemented with low-cost ETFs.

Lisa Lidke is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Advisors since 2014. Additionally, she serves as co-trustee for Rivers Lidke Financial Group, LLC, a financial entity based in Columbus. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Kyle Barnhouse is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at OhioHealth for six years. Barnhouse is also an associate at Karageorge Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Drew Smart is a financial advisor at Edward Jones in Athens, OH, with 19 years of industry experience and a Series 66 designation. He previously worked at Ohio University Credit Union and Cuso Financial Services from 2014 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.