Todd Everingham

Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.

Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.

Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.

Jacob May is a CFP® and holds a Series 65 license, currently serving as a financial advisor at AWM Capital, LLC. He has three years of industry experience with previous roles at BIP Wealth, United Midwest Savings Bank, Budros, Ruhlin & Roe Inc., and Live Oak Bank. Prior to his financial services career, he worked for the Chicago White Sox from 2013 to 2018. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm offers financial planning, retirement advice, business consulting, and asset management, with a focus on liability-driven investing and diversified portfolio construction using mutual funds, ETFs, equities, bonds, and private placements.

Lisa Bush is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She serves as Secretary of the Women's Club Home, Vice President of the Women's Business Council, and is a member of the Ohio State University Marion Advisory Board. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a range of sub-advisors and third-party model platforms to implement and monitor strategies.

Danielle Landon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has worked with Commonwealth since 2016 and previously with Cetera Advisor Networks LLC and Scharer Investment Consultants. Outside of her advisory role, she serves as a cheer coach at Eglin Middle School in Marion, Ohio. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while offering advisors access to discretionary model portfolios and customized investment programs.