Shawn C Goetz

Mathew Gallaspie is a financial advisor at Edward Jones in Lima, Ohio, holding the CFP® designation and Series 66 license with 17 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

Zachary Donley is a Series 65-licensed financial advisor with one year of experience at Streamline Financial Strategies Ltd. He has prior experience as a self-employed professional and has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Streamline Financial Strategies Ltd provides investment advisory and portfolio management services to individuals and high net worth clients. The firm customizes recommendations based on clients’ objectives and risk tolerance, employing strategies such as strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at LPL Financial and The O.N. Equity Sales Company and has been involved with Hardy & Hardy Co LLC since 2007. Hardy also serves as a public notary and is involved in third-party retirement plan administration. 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 to client risk tolerance and employing strategies such as dollar-cost averaging and bond/CD laddering, while also offering insurance products and retirement plan administration through an affiliated third-party administrator.

Brynn Thompson is a financial advisor at Streamline Financial Strategies Ltd with one year of industry experience. She holds a Series 65 designation and has prior work experience at Streamline Insurance Solutions and AE Curbside. Thompson also works as a licensed insurance agent, dedicating a portion of her time to insurance sales. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high net worth clients. The firm offers managed accounts with tailored investment recommendations based on client objectives and risk tolerance, utilizing strategies such as strategic asset allocation and technical analysis.

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.