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.

Eric Potts is a financial advisor at Moment Financial Planning in Circleville, OH, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Key Performance Ideas, Inc., Accelalpha Inc, Pivotal Drive LLC dba Nova Advisory LLC, and Equinix, Inc. In addition to his advisory work, Potts owns and operates Proven Path Tax Services as a tax preparer. Moment Financial Planning provides investment advisory and financial planning services to individual clients, focusing on passive portfolio construction using index mutual funds and ETFs. The firm works with third-party money managers and utilizes the Betterment for Advisors platform for trade execution and ongoing portfolio reviews.

At Columbus Street Wealth Management, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

Lori Eisel is a CFP® professional with 19 years of industry experience. She has been with Arcadia Financial Partners, LLC since 2016 and previously worked at Hamilton Capital Management, Inc. from 2015 to 2017. Arcadia Financial Partners is a fee-only advisory firm serving individuals and families with financial planning, hourly counseling, and longer-term retainer engagements. The firm focuses on cash flow and retirement planning and typically provides individualized asset-allocation recommendations while clients implement and monitor their investments.

Roger Southward is a CFP® professional with 26 years of experience in financial planning and investment management. He has been the principal advisor at Southward Financial Services, LLC since 2000. Southward Financial Services provides personalized financial planning and investment management primarily to individual clients, trusts, estates, and charitable organizations. The firm emphasizes client-approved trading and offers independent tax preparation through an on-staff CPA, managing approximately $18 million in assets for about 27 clients.

Chad Frush is a financial advisor at Arch City Financial with the PFS™ designation and seven years of industry experience. He has been with Arch City Financial since 2018 and has also operated Frush & Associates, Inc. since 2009. Outside of his advisory role, he owns Frush Consulting, LLC, which provides external accounting solutions to clients. Arch City Financial serves institutional and plan-sponsor clients, corporations, and individuals, offering portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment management with diversified, asset-class portfolios and applies various analytical methods in its research and due diligence.

Troy Green is the managing member of T Green Wealth Advisors LLC in Grove City, OH, with 22 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company. Outside of his advisory work, he serves as Patrol Director for Mad River Mountain Ski Patrol, overseeing medical and skiing proficiency training on a volunteer basis. T Green Wealth Advisors LLC provides portfolio management and financial planning services primarily to individual clients, emphasizing retirement-plan consulting and participant education. The firm’s investment approach incorporates modern portfolio theory and asset allocation, utilizing a range of securities including mutual funds, equities, fixed income, and ETFs.

Timothy Hamilton is a CFP® with 14 years of industry experience and has been the sole advisor at FinancialFamilies since 2014. He holds a Series 66 license and serves as a volunteer Finance Officer for the Civil Air Patrol in Maxwell, Alabama. FinancialFamilies provides financial planning and investment review services to individual and high-net-worth families, focusing on tailored, non-discretionary plans that cover retirement, estate, tax, insurance, business planning, cash flow, and college savings. The firm emphasizes client-specific recommendations and periodic reviews, using various analytical methods and typically recommending mutual funds, ETFs, REITs, and fixed-income instruments.

Danny Colburn is a financial advisor at Colburn Wealth Management, LLC in Grove City, OH, holding a Series 65 designation with 14 years of industry experience. He has been involved with Colburn Investments, LLC since 2011. Colburn Wealth Management offers discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, while maintaining the flexibility to employ short-term trading strategies when appropriate.

Jacob Hrusovsky is a CFP® and Series 65-licensed advisor with Personal Financial Advisors, Inc. He has been in the financial services industry since 2020, with prior roles at Keeler & Nadler Family Wealth, Ameriprise Financial Services, and Budros, Ruhlin & Roe. Personal Financial Advisors, Inc. provides continuous investment advisory services and comprehensive financial planning tailored to individual clients. The firm uses fundamental analysis to create customized portfolios and asset allocations, operating on a nondiscretionary basis that keeps clients in control of transactions.

David Stone is a CFP® with 24 years of industry experience, currently serving as president of Personal Financial Advisors, Inc. in Pickerington, Ohio. He has been with Personal Financial Advisors since 2004 and has worked with Brecek & Young Advisors, Inc. since 2001. Personal Financial Advisors, Inc. provides continuous investment advisory services and comprehensive financial planning to individual clients, focusing on retirement planning, college savings, insurance review, cash flow, and business planning. The firm employs fundamental analysis to create tailored portfolios and asset allocation targets, managing approximately $68 million on a nondiscretionary basis while clients retain final control over transactions.

Robert Gabel is a Series 65-licensed financial advisor at Colburn Wealth Management, LLC with one year of industry experience. He previously worked at Cardinal Health, Inc. for twelve years before joining his current firm. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and primarily manages long-term portfolios using fundamental analysis, with additional strategies employed as needed.

Laura Wall is a CFP® professional with eight years of industry experience, currently serving at Personal Financial Advisors, Inc. in Pickerington, Ohio. She has been with the firm since 2006. Personal Financial Advisors, Inc. provides continuous investment advisory services and comprehensive financial planning tailored to individual clients, focusing on areas such as retirement planning, college savings, insurance review, and business planning. The firm employs a fundamental analysis-driven investment process to create customized portfolios and asset allocations, operating on a nondiscretionary basis with approximately $68 million managed as of December 2024.

Edward Daniels is a financial advisor at Colburn Wealth Management, LLC with a Series 65 credential and over 25 years of experience, including a long tenure at Cardinal Health, Inc. He has been with Colburn Wealth Management since 2025 and is also involved with Brass Bull1. Colburn Wealth Management provides discretionary investment supervisory services and financial planning to individuals and small businesses, using client-specific Investment Policy Statements to guide primarily long-term portfolios. The firm manages approximately $91.8 million in discretionary assets and offers educational seminars and workshops for clients and prospects.

Paul Chapman is a financial advisor at Colburn Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Colburn Wealth Management since 2016, following prior roles at Questar Asset Management and Questar Capital Corporation. Colburn Wealth Management provides discretionary investment supervisory services and financial planning primarily to individuals and small businesses. The firm emphasizes client-specific Investment Policy Statements and employs a fundamental analysis approach, managing assets entirely in-house while offering educational seminars and workshops.

Anthony Jones is a financial advisor at rebel Financial, LLC with 14 years of industry experience. He holds the Series 66 designation and has been with rebel Financial since 2015. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm combines fundamental and technical analysis with modern portfolio theory and offers unique service tiers alongside accounting and payroll services.

William Ratcliff is a financial advisor at rebel Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with rebel Financial since 2013. Prior to that, he worked at Axa Advisors, LLC starting in 2006. Rebel Financial serves individual and high-net-worth investors, as well as pension/profit-sharing plans and corporate clients, providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers a range of service tiers and digital products alongside accounting and payroll services.

Case Belger is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, he worked at Amazon and The Ohio State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm also offers tax preparation, bookkeeping, and payroll services, combining fundamental and technical analysis with modern portfolio theory in its investment process.

Barry Jamieson is a CFP® with nine years of industry experience, currently serving as an advisor at rebel Financial, LLC. He previously worked at CMP Financial Planning for eight years before joining rebel Financial in 2022. rebel Financial, LLC serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients, offering customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm combines fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.

Dylan Bastress is a financial advisor at Pace Financial Advisors in Ashville, Ohio, holding a Series 65 designation. He joined Pace Financial Advisors in 2025 and has prior work experience in various industries, including fire departments and retail. Outside of financial advising, he has been involved with the Division of Fire and the Circleville Fire Department. Pace Financial Advisors provides wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios with a range of investment strategies and serves over 1,300 clients with a 10-advisor team.