John Jones is a financial advisor at Vandalia Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Wells Fargo Clearing, and Axxcess Wealth Management. Outside of his advisory work, he advises his spouse’s industrial construction business. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios featuring low-cost mutual funds, ETFs, individual securities, and alternative investments, combining internal due diligence with sub-advisors for day-to-day management.

Jason Lunsford is a financial advisor at Vandalia Wealth with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Dixon Hughes Wealth Advisors LLC, FORVIS Wealth Advisors LLC, and Axxcess Wealth Management, among others. Outside of advisory services, he is also licensed to sell fixed insurance products. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs portfolios primarily from model portfolios using low-cost mutual funds, ETFs, individual stocks and bonds, and may include alternative investments and digital assets where appropriate.

Michael Cavendish is a financial advisor at Vandalia Wealth with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Axxcess Wealth Management. He serves as an investment committee member for the Beckley Area Foundation, a charitable organization in West Virginia. Vandalia Wealth offers discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach includes using model portfolios composed of low-cost mutual funds, ETFs, individual stocks and bonds, and may incorporate alternative investments and digital assets.

Ashley Israel is a CFP® professional with 14 years of experience in wealth management. She currently works at Vandalia Wealth, having previously held roles at Forvis Mazars Wealth Advisors LLC and Dixon Hughes Goodwin Wealth Advisors LLC. Vandalia Wealth offers discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios composed of low-cost mutual funds, ETFs, individual securities, and selected alternative investments and digital assets.

John Fleming is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Vandalia Wealth. His prior roles include positions at Axxcess Wealth Management, FORVIS Wealth Advisors, Dixon Hughes Goodman, Edward Jones, and Ernst & Young. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a combination of model portfolios, individual securities, alternative investments, and digital assets, emphasizing a generally long-term investment approach with flexibility for client needs.

Lois Crichton is a financial advisor at Vandalia Wealth with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Axxcess Wealth Management and Wells Fargo Clearing prior to joining Vandalia Wealth. Outside of her advisory role, she serves as a commissioner on the Municipal Beautification Commission for the City of Charleston and is a board member of the Kanawha Garden Club. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses primarily model portfolios composed of low-cost mutual funds, ETFs, individual securities, and occasionally alternative investments or digital assets, with both long-term and short-term trading strategies employed as needed.

Jeffrey Borman is a financial advisor with Vandalia Wealth, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked at LOC Investment Advisers for 11 years before joining Vandalia Wealth Management Incorporated and Axxcess Wealth Management, LLC. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes model portfolios built with low-cost mutual funds, ETFs, individual securities, and may include alternative investments and digital assets, maintaining a generally long-term investment approach with flexibility for rebalancing or client needs.

Caleb Casto is a CFP® professional with seven years of experience in the financial services industry. He is currently with Vandalia Wealth and has previously worked at Axxcess Wealth Management, Fifth Third Securities, and Northwestern Mutual. Outside of his advisory role, he is also licensed to sell life, accident, health, and variable insurance products. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm primarily uses model portfolios with low-cost mutual funds, ETFs, individual securities, and may include alternative and digital assets, offering both long-term and shorter-term trading strategies as needed.

Dorsey Tyndall is a financial advisor at Vandalia Wealth with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dixon Hughes Wealth Advisors, FORVIS Wealth Advisors, and Axxcess Wealth Management. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios of low-cost mutual funds, ETFs, stocks, bonds, and may include alternative investments and digital assets where appropriate.

Ian Mcilvaine is a financial advisor at Vandalia Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Axxcess Wealth Management, Wells Fargo Clearing, and Morgan Stanley. Mcilvaine is also licensed as an insurance agent, offering accident, health, sickness, life, and variable annuity products. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs portfolios primarily from model portfolios using low-cost mutual funds, ETFs, individual securities, and may include alternative investments and digital assets where appropriate.

Chelsea Weiss is an advisor at Vandalia Wealth with a Series 65 credential and one year of industry experience. Her prior roles include positions at McKinley Carter Wealth Services and Axxcess Wealth Management. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses low-cost mutual funds, ETFs, individual stocks and bonds, and alternative investments within model portfolios, and emphasizes a fiduciary duty to clients.

Kathryn Lester is a Series 66-licensed financial advisor at Vandalia Wealth with 27 years of industry experience. Her prior roles include positions at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Outside of her advisory work, she serves on finance and investment committees for religious organizations and participates in local nonprofit and condominium boards. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a mix of low-cost mutual funds, ETFs, individual securities, and alternative investments within primarily model-based portfolios and maintains a fiduciary standard in its investment approach.

Jonathan Dorsey is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Vandalia Wealth and has prior experience at Burke & Herbert Bank, LPL Financial, J.P. Morgan Securities, and several other financial firms. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios composed of low-cost mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and outsourced portfolio management.

Luke Mc Clure is a financial advisor at Vandalia Wealth with six years of industry experience. He holds the Series 66 designation and previously worked at firms including G.A. Repple & Company, Horizon Financial, and LPL Financial. He serves as a board member for The Ovis Project, a nonprofit organization focused on community outreach in Charleston, WV. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a model portfolio approach using low-cost mutual funds, ETFs, individual securities, and alternative investments, and offers a range of fee structures including percentage-of-AUM and standalone financial planning engagements.