Katrina Moore is a CFP® professional with six years of industry experience, currently serving at Vawter Financial, Ltd. in Columbus, Ohio. She has been with the firm since 2016. Vawter Financial, Ltd. provides fee-only comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and small business owners. The firm manages approximately $394 million in discretionary assets using a strategic asset allocation framework with a buy-and-hold orientation across a broad mix of securities.

Robert Jamison is a CFP® professional with four years of experience, currently serving at Vawter Financial LTD. Prior to joining Vawter Financial, he was with Stoneburner Wealth Management and spent four years at The Ohio State University. Vawter Financial, Ltd. is a fee-only advisory firm that provides comprehensive financial planning and portfolio management to individuals, trusts, and small business owners, as well as retirement plan consulting for plan sponsors. The firm serves both non-high-net-worth and high-net-worth clients using a strategic asset allocation framework with periodic rebalancing and a buy-and-hold investment philosophy.

Gary Vawter is a CFP® and ChFC® with 21 years of industry experience. He has been with Vawter Financial, Ltd. since 1991. The firm is a fee-only advisory team of four based in Columbus, Ohio. Vawter Financial, Ltd. provides comprehensive financial planning and portfolio management to individuals, trusts, and small business owners, as well as retirement plan consulting for plan sponsors. The firm serves both non-high-net-worth and high-net-worth clients, employing a strategic asset allocation framework with a buy-and-hold investment philosophy and offers both discretionary and client-directed portfolio management.

William Whitaker is a CFP® professional with 15 years of industry experience. He has been with Vawter Financial, Ltd. since 2017 and previously worked at Summit Financial Strategies, Inc. from 2014 to 2017. Vawter Financial, Ltd. is a fee-only advisory firm serving individuals, trusts, small business owners, and retirement plan sponsors. The firm employs a strategic asset allocation approach with buy-and-hold investing, offering discretionary or client-controlled portfolio management and regular reviews based on market performance and client goals.