Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.

Gary Chidsey is a financial advisor with LexAurum Advisors in Medina, OH, holding a Series 66 license and 15 years of industry experience. He previously worked at Nationwide Securities and Nationwide from 2012 to 2019. Outside of his advisory duties, he serves as Chairman of the Medina County Young Professionals Association, part of the Medina Chamber of Commerce. LexAurum Advisors provides investment management, financial planning, and retirement plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and employs diversified portfolios aligned with modern portfolio theory through a standardized set of model allocations typically implemented with low-cost ETFs.

Drew Rankin is a financial advisor at Lexaurum Advisors in Ankeny, IA, holding a Series 65 designation. He has recent experience at WealthCharter Retirement Planning and has worked in various roles including at Polk County Conservation and Iowa State University. Outside of finance, he was a soccer club referee for Dallas Center-Grimes Soccer Club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion through a multi-advisor team, utilizing diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary engagements.

Linda Stapf is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has operated her tax and accounting practice, Linda L. Stapf CPA, PA, since 1989 and has prior experience at Immediate Mortgage Inc. and other advisory firms. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm utilizes a multi-advisor team approach, emphasizing diversified portfolios based on modern portfolio theory and offering both discretionary and non-discretionary services across approximately $1.27 billion in assets under management.

Peter Hughes is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LexAurum Advisors since 2016. He holds Series 63, 65, and 66 licenses. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms as a sub-adviser. The firm employs a multi-advisor team and emphasizes diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Virginia Shields is a financial advisor with LexAurum Advisors in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016 in various roles. LexAurum Advisors manages approximately $1.27 billion for individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis, offering model allocations primarily through low-cost ETFs and services that include discretionary rebalancing on third-party platforms.

Kelly Kranstuber is a financial advisor at LexAurum Advisors with five years of industry experience. She previously worked at Whitaker-Myers Wealth Managers, Ltd. for four years and held a role at Wooster Country Club for five years. Kranstuber holds a Series 65 designation. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and offers diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analyses.

Karen Benefiel is a financial advisor at Lexaurum Advisors with 24 years of industry experience. She holds a Series 63 designation and previously worked for Cambridge Advisors Inc. for 20 years before joining Lexaurum Advisors in 2023. Lexaurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team, managing approximately $1.27 billion. The firm emphasizes diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis in its investment approach.

Brandon Johnson is a financial advisor with Lexaurum Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Lexaurum Advisors since 2018 and previously worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. Johnson is the owner of Integrative Risk Management, LLC, a general insurance business, and is also a partner in Strengthening Oklahoma LLC, a consulting and marketing firm focused on NIL deals for college athletes. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion with a multi-advisor team, focusing on diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary investment solutions.

James Boldt is a financial advisor at LexAurum Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LexAurum Advisors in 2022, he worked at Allstate Insurance Co for 12 years and has been involved in his own financial firms since 2021. Outside of advisory work, he is co-owner of a property management company. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, including the use of low-cost ETFs and proprietary model allocations.

Rochelle Tocchini is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 designations and has 14 years of industry experience. She has worked at Lexaurum Advisors since 2018 and previously was associated with Summit Financial Group and Summit Brokerage Services from 2016 to 2018. Tocchini is also the owner of Gemini Financial Advisors, where she is involved in fixed and traditional insurance sales, and she serves as a notary public. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team approach, managing approximately $1.27 billion with diversified portfolios guided by modern portfolio theory and a standardized program using low-cost ETFs.

Kris Persinger is a CFP® professional with 38 years of industry experience, currently affiliated with Lexaurum Advisors in Washington, DC. His career includes roles at Brokers International Financial Services, CETERA Advisor Networks LLC, and Summit Financial Group. He also operates Persinger Planning, LLC, providing financial planning and investment management services. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm emphasizes diversified portfolios aligned with modern portfolio theory and offers discretionary and non-discretionary investment management, including a proprietary Golden Rule Program featuring low-cost ETF model allocations.

Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, Bank of the West, and other firms. In addition to his advisory role, he is involved in insurance sales focusing on life, disability, and long-term care insurance through his own business. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, using model allocations typically implemented with low-cost ETFs.

Todd Koenig is a financial advisor at Lexaurum Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at AlertMedia and VMware. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion for about 2,189 clients through a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, using fundamental, market-trend, and economic-cycle analysis.

Stephen Armstrong is a financial advisor at LexAurum Advisors with seven years of industry experience. He holds a Series 65 credential and has worked at Whitaker Myers Wealth Managers since 2019. Outside of his advisory role, he serves as a high school soccer coach. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and manages approximately $1.27 billion across a multi-advisor team.

Kyle Harsha is a financial advisor at Lexaurum Advisors with 10 years of industry experience and holds a Series 66 designation. He has worked at several firms including HD Vest Advisory Services and Rise Consulting and operates Money Matters Tax and Financial Services, providing accounting and tax preparation services. Lexaurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor team approach with a focus on diversified portfolios aligned with modern portfolio theory.

John Leis is a financial advisor with Lexaurum Advisors in Overland Park, KS, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He worked at American Century Investment Services Inc. from 1993 to 2017 before joining Lexaurum Advisors in 2018. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team and emphasizes diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Don Spicer Jr. is a financial advisor at Lexaurum Advisors with 40 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Cambridge Investment Research Advisors. In addition to his advisory roles, he has been an insurance agent since 2011. 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 offering diversified portfolios aligned with modern portfolio theory and manages approximately $1.27 billion for over 2,000 clients.

Erik Stern is a financial advisor at Lexaurum Advisors with Series 65 and Series 66 licenses and one year of industry experience. Before joining Lexaurum Advisors, he held positions at Amazon and UBS. He is also involved with the Medina Baseball Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, managing approximately $1.27 billion for over 2,100 clients.

Andrew Clark is a financial advisor at Lexaurum Advisors with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. Prior to joining Lexaurum Advisors in 2021, he worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Persinger Planning. Outside of his advisory role, he serves as president of the Tyson Corner Chamber of Commerce and is involved in fundraising for a special education school. Lexaurum Advisors serves individuals, families, businesses, and institutions by providing investment management, financial planning, and retirement-plan services through a multi-advisor team. The firm manages diversified portfolios utilizing modern portfolio theory and offers discretionary as well as non-discretionary engagements, including a sub-advisory program with model portfolios implemented primarily through low-cost ETFs.

George Fields is a financial advisor with Lexaurum Advisors in Littleton, CO, holding the ChFC® designation and Series 63 and 65 licenses. He has 47 years of industry experience, including leadership of Capital Resource Group, Inc., a financial planning and insurance firm he has owned since 1993. Fields also serves as vice president and board member of a local business condominium association and refers clients to a tax preparation professional through a non-ownership affiliation. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team that manages diversified portfolios aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Whitaker Myers Wealth Managers, Almanack Investment Partners, and J.P. Morgan Securities. Outside of his advisory work, he owns a homestead farm raising sheep, chickens, and ducks, and he coaches a faith-based wealth coaching course in group and one-on-one settings. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and uses diversified portfolios aligned with modern portfolio theory, often implementing low-cost ETF model allocations through its Golden Rule Program.

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.

Michael Desantis is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was employed by World Class Unlimited and VSR Financial Services. Outside of his advisory role, he owns and operates a home restoration business. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm manages approximately $1.27 billion using diversified portfolios aligned with modern portfolio theory and offers a multi-advisor team approach with 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.

Robert Wiley is a CFP® with 24 years of industry experience, currently serving at LexAurum Advisors since 2016. He previously worked at Broker Dealer Financial Services Corp. and operates Wiley Financial Services. Outside of his advisory work, he manages farming operations and has served as president of the Rotary Club of Johnston, IA. LexAurum Advisors manages approximately $1.27 billion for over 2,000 clients, providing investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm uses a multi-advisor team approach, emphasizing diversified portfolios aligned with modern portfolio theory and offering model allocations implemented primarily with low-cost ETFs.

Matthew Tooley is a financial advisor at Lexaurum Advisors with 18 years of industry experience. He holds the ChFC® designation and has worked previously at Northwestern Mutual Wealth Management Company and its affiliated entities from 2008 to 2020. Outside of his advisory role, he coaches volleyball for a youth sports club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and offers diversified portfolios based on modern portfolio theory, including model allocations implemented with low-cost ETFs.

Joseph Hassen is a financial advisor with LexAurum Advisors in Canton, Ohio, holding a Series 66 designation and 12 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory role, Hassen serves as president of the Rotary Club of Plain Township and as vice president of the North Canton Little League. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and offers standardized model portfolios primarily implemented with low-cost ETFs.

Thomas Doellman is a financial advisor at Lexaurum Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Elemental Wealth Group since 2020 and is an associate professor of finance at Saint Louis University, where he has taught since 2012. Additionally, he serves as a consultant and member of the investment committee at Scottsdale Wealth Planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor approach with diversified portfolios based on modern portfolio theory and a standardized model allocation program.

Michael Murkins is a CFP® and holds the Series 66 designation with eight years of industry experience. He is currently with LexAurum Advisors, where he has been since 2026, following multiple roles at Syverson Strege and prior experience at U.S. Bancorp Investments, Marrs Wealth Management, Workiva, and Renewable Energy Group. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, and also serves other advisory firms as a sub-adviser. The firm manages approximately $1.27 billion for about 2,189 clients, employing a multi-advisor team that focuses on diversified portfolios aligned with modern portfolio theory and offers model allocations typically implemented with low-cost ETFs.

Kenneth Donnelly is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lexaurum Advisors since 2019 and previously spent over a decade with HD Vest-related firms. Outside of advising, he owns and operates tax preparation and resolution businesses and is the author of two books on tax and retirement planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across more than 2,000 clients using diversified portfolios grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services.

Bryce Grahn is a financial advisor at LexAurum Advisors with two years of industry experience. He holds a Series 65 designation and has worked at LexAurum Advisors since 2023. Prior to his current role, he was involved in construction and fencing and has experience at Herring Bank and in academic positions. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Richard Schaufert is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as Brokers International Financial Services, CETERA Advisor Networks, Summit Financial Group, and The Kirkwood Group. Outside of finance, he serves as a firefighter EMT and chief for the Fairfield Volunteer Fire Department and is involved with the Fairfield Lodge 103 AF&AM as a junior steward. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team offering discretionary and non-discretionary engagements and utilizes diversified portfolios aligned with modern portfolio theory and economic-cycle analysis.

Edna Kowitz is a financial advisor at LexAurum Advisors with 26 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Summit Financial Group, Northwestern Mutual Investment Management, and she is president of Kowitz Financial Group, LLC, which provides investment and insurance services. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, utilizing model allocations typically implemented with low-cost ETFs.