Shawn Goetz

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 financial advisor with Streamline Financial Strategies Ltd in Ada, Ohio. He holds a Series 65 credential and has one year of industry experience. Prior to joining Streamline Financial Solutions, he was self-employed for seven years and held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Schneider Downs. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment advisory services. The firm customizes portfolios based on client objectives and risk tolerance, utilizing methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. Prior to founding his firm in 2022, he worked at Stifel Nicolaus & Co Inc for 11 years. He serves as a board member of the Lima Shawnee Alumni Legacy Scholarship Fund, a college scholarship organization for high school students. Trueblood Wealth Management advises individuals, trusts, corporations, and employer-sponsored retirement plans, providing portfolio management, retirement plan consulting, and financial planning. The firm employs a comprehensive investment process that integrates asset allocation with fundamental, technical, quantitative, and sector analysis, using various trading strategies and third-party money managers to meet client objectives.

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance. Hardy also serves as a public notary and is involved in third-party retirement plan administration through H&H Retirement Services. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million. The firm operates on a non-discretionary basis with tailored portfolios and offers insurance products and retirement plan administration through an affiliated third-party administrator.

Brynn Thompson is the sole advisor at Streamline Financial Strategies Ltd in Ada, Ohio, holding a Series 65 designation with one year of industry experience. Prior to founding Streamline Financial Strategies in 2025, Thompson worked at Streamline Insurance Solutions and AE Curbside, and also spent several years in adult probation and parenting roles. In addition to advisory services, Thompson is a licensed insurance agent, dedicating part of their time to insurance sales. Streamline Financial Strategies Ltd provides discretionary investment advisory services and tailored portfolio management for individuals and high-net-worth clients. The firm employs various investment methods and may utilize third-party money managers and sub-advisors in its discretionary managed-account programs.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.