Penny Wasem is a CFP® professional with 22 years of experience in financial planning. She has been with Lifetime Financial Planning Solutions, LLC since 2003. Wasem serves as the financial officer for the Fairfield County Foundation, a nonprofit organization. Lifetime Financial Planning Solutions provides fee-only financial planning along with accounting and tax services primarily to individuals, small businesses, nonprofits, estates, and trusts. The firm focuses on tailored written plans delivered on an hourly basis and does not manage client assets or sell investment or insurance products.

Todd Childers is a financial advisor at 4 Star Advisory Services LLC with 22 years of industry experience. He holds a Series 63 designation and has worked previously at Horter Investment Management, LLC and served on the Berne Township Zoning Board. Outside of advisory services, he prepares tax returns for a fee during tax season and sells life insurance and fixed annuities. 4 Star Advisory Services provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a tailored investment approach based on a written Investment Profile Statement and utilizes fundamental analysis across various asset classes, offering both long-term and short-term trading strategies.

Mason Yerian is a financial advisor at Aegis Wealth Management, Inc. in Lancaster, Ohio. He holds a Series 65 designation and is part of a 26-advisor team. Aegis Wealth Management serves individual and institutional clients, including high-net-worth investors, offering broad financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and utilizes third-party sub-advisers for portfolio implementation, complemented by direct indexing and AI-based tools.

Erin Barnhart is a financial advisor with MPM Wealth Advisors in Lancaster, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with MPM Wealth Advisors since 2004. Outside of her advisory role, Barnhart coaches swimming at Ohio State University. MPM Wealth Advisors is an SEC-registered firm serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified allocations across multiple asset classes using low-expense funds and model portfolios guided by client suitability profiles.

Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Brock McGlothin is a financial advisor with Vicus Capital, Inc., holding a Series 65 designation and 12 years of industry experience. He has worked at Vicus Capital since 2019 and previously at Nationwide Securities and Nationwide. Outside of his advisory role, he is the owner of McGlothin Insurance, where he sells life, fixed, property, and casualty insurance products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

Michael Kays is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for eight years. Outside of his advisory role, he serves as an assistant varsity girls soccer coach for the Northern Local School District. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets and serving a diverse client base including individuals, employers, retirement plan participants, charitable organizations, and corporations. The firm offers a range of services such as financial planning, advisor-managed custom and model portfolios, third-party manager access, and retirement plan advice, combining advisory and brokerage operations with both discretionary and non-discretionary account management.

Matthew Mc Cleese is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential, Edward Jones, and TCP Asset Management. PNC Wealth Management offers retail brokerage and advisory services through model-based portfolio programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-adjusted investment models primarily composed of mutual funds and ETFs.

Gary Bosart is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, LLC, and Jc Wealth Management. In addition to his advisory work, he is involved in independent insurance brokering across multiple providers. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary advice through a centralized consulting team.

John Cindia is a financial advisor at Ameriprise with 31 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked for USA Financial Securities for 12 years. Outside of his advisory work, he has owned a tax preparation business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering retirement-income planning through a centralized consulting team. The firm’s approach combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with an emphasis on assets held in Ameriprise-managed accounts.

Joseph Kieffer is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 24 years of industry experience. He has held various ownership and management roles in businesses including a dance instruction center and a fitness-lifestyle apparel company focused on dancewear, reflecting involvement outside his advisory career. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Rose is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lancaster, OH, holding a Series 63 designation and 25 years of industry experience. He has worked at People's Bank and Raymond James since 2020 and previously spent nine years with LPL Financial and fourteen years with Unified Bank. Rose is also associated with People's Investment Services in a non-investment support role. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored solutions through asset allocation analysis and firm research, often providing advisory and implementation support rather than discretionary management.

Parker Brady is a financial advisor with Edward Jones in Logan, Ohio, holding a Series 66 designation and one year of experience at the firm. His prior work experience includes service in the United States Army and roles in banking and utilities. Edward Jones serves over four million individual and institutional clients with a full-service wealth management platform, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Nathaniel Wollenberg is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, LLC, and Jones Cochenour & Co. He is also a co-owner of JC & Company, a CPA firm, and manages an advisory business under Run Your Mouth, LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate income analysis, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services and offers a broad range of investment, brokerage, and insurance solutions.

Adam Custer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves on the Permanent Endowment Committee of the First United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Aaron Black is a CFP® and ChFC® with 12 years of industry experience. He is currently an advisor at Edward Jones, where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers various discretionary and non-discretionary investment strategies, affiliated mutual funds, and additional services including trust and securities-based lending, operating under a fiduciary standard.

Cynthia Moyer is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Jones is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has a background as a CPA managing partner owning multiple CPA practices, including Jones & Company, LLC. His prior work includes roles at Lion Street Financial and FSC Securities Corp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative planning engagements and offering specialized services such as divorce planning and estate settlement.

Angela Hill is a financial advisor at Edward Jones in Lancaster, Ohio, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she spent seven years at Fairfield Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Kristina Blevins is a financial advisor with Edward Jones in Lancaster, OH, holding a Series 66 designation and has two years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory work, she teaches a weekly yoga class. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Brian Long is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including VOYA Financial Advisors and Cetera Advisor Networks. Outside of his advisory role, Long serves as vice president of Fairhope Hospice and is a member of the Fairfield County Revolving Loan Fund Committee. He also manages an accounting firm and is involved in insurance brokering. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured process supported by a centralized consulting team.

James Lewis is a financial advisor with Stifel in Lancaster, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with a focus on episodic, fee-based financial planning.

Charles Barrows is a Series 66 licensed financial advisor with Edward Jones in Lancaster, OH, holding eight years of industry experience. He worked at Clark Insurance for six years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Culver is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel, Nicolaus & Company, Inc. since 2005. Culver holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves on several community boards, including the Ohio University Coordinating Council, Fairfield Medical Center Foundation, Family YMCA of Lancaster and Fairfield County, and the Salvation Army Fairfield County Ohio. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.

Blake Richards is a financial advisor with Thrivent Investment Management in Logan, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. He previously operated B E RICHARDS LLC from 2011 to 2017 before joining Thrivent Financial and Thrivent Investment Management in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without portfolio management or discretionary trading authority. The firm offers holistic analyses and periodic reviews of written recommendations across a broad range of planning topics.

Paul Kersell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023. Outside of his advisory role, he is involved as an owner and partner in a land maintenance business under a cost-sharing contract with the Natural Resources Conservation Service in Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

John Kelley Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves as a trustee for the John J Kelley Foundation and is a board member of the South Central Power Foundation. He is also the manager of JAMB3 LLC, a local LLC that owns and rents commercial property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, serving both non-high-net-worth and high-net-worth households, and operates under a fiduciary standard.

Jacob Hill is a CFP® with 28 years of industry experience and has been with Edward Jones since 1997. He serves as president of the Zanesville Investment Club, organizing meetings outside trading hours. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a wide range of investment strategies and affiliated services through a large nationwide network of advisors and branch offices.

Bryce Long is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Ameriprise, he worked at several firms including RKCA, Inc., Investment Distributors, Inc., and Protective Life Insurance Company. Outside of his advisory role, he is employed in tax preparation with JC & Co. in Lancaster, Ohio. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and supports a broad range of advisory, brokerage, and insurance solutions.

Patrick Pepper is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 credential and has been with LPL Financial since 2010. Outside of his advisory role, he assists a CPA with minor tax review and preparation and serves as a notary for the state of Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

William Culver is a financial advisor at Stifel with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Stifel in 2022, he worked in education and served as a high school boys volleyball coach. Culver is actively involved in his community as treasurer of the Friends of the Parks Board in Lancaster and as a member of the Rotary of Lancaster Ohio Service Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Johnson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliated entities since 2020. Prior to his current roles, Johnson was involved with Scioto Valley Baptist Association and Ebenezer Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to integrate planning with managed-account services while keeping them distinct.