Tanya Michelle Rocchio

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

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.

Andrew Young is a Series 65-licensed financial advisor with six years of industry experience. He is the founder of Young Financial Planning LLC and previously worked at Whitaker-Myers Wealth Managers, Ltd. and JP Morgan Chase & Co. Young Financial Planning LLC provides wealth management and financial planning services to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement plan consulting, written financial plans, and educational seminars, employing an investment approach that combines passive and active strategies based on modern portfolio theory.

Andrew Kerns is a CFP® professional with 17 years of experience and the sole advisor at Accountable Financial Planning LLC in Westerville, OH, where he has worked since 2009. Accountable Financial Planning LLC provides coordinated financial planning and non-discretionary investment management for individuals, families, trusts, and small-business owners. The firm offers a broad range of services including cash-flow and retirement planning, insurance analysis, employer benefits reviews, bookkeeping, and income tax preparation, typically implementing globally diversified portfolios with low-cost mutual funds and ETFs on a fee-for-service basis.

Paul Huey is a financial advisor at EFS Wealth Management LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Delta Capital Management, AE Wealth Management, and Eagle Financial Solutions, where he has also been involved in insurance sales and financial advising. EFS Wealth Management LLC provides investment advisory and financial planning services to individuals, trusts, family offices, small businesses, endowments, and other institutional investors. The firm focuses on asset allocation and selecting outside money managers to manage portfolios, offering both discretionary management and standalone financial planning engagements.

Bryan Gebhart is the sole advisor at Sirius Trading Partners LLC in Gahanna, Ohio. He holds a Series 65 designation and has extensive self-employment experience since 1999, including one year at Sirius Trading Partners. Sirius Trading Partners provides discretionary investment management for individual and high-net-worth clients through quantitative, model-driven, ETF-based managed accounts. The firm offers systematic strategies that use proprietary models based on price momentum and volatility, with portfolios that may include leveraged and inverse ETFs and involve active trading.