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.

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.

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.

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.

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.

James Taylor is the sole advisor at Taylor Financial Management Inc., an independent firm based in Bexley, OH. He holds a Series 63 designation and has 21 years of industry experience. Taylor has been with his firm since its founding in 1995. Taylor Financial Management Inc. provides portfolio construction and ongoing investment management to individuals, trusts, and businesses. The firm employs a fundamental securities analysis approach with a focus on long-term investments, serving a small client base with a high assets-per-client ratio.

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.

Jennie Fravel is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Prolink Staffing, Tailored Management, Abercrombie & Fitch, Altard State, and Justice. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio management strategies tailored to client goals and risk tolerances, and it offers a wrap fee program along with ERISA 3(21) advisory support for plan sponsors.

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.

Mark Phillips is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2013, including its operation under different structures. Phillips also maintains an insurance agent practice alongside his advisory work. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm offers active and passive portfolio management, financial planning, ERISA 3(21) advisory support, and operates a wrap fee program, with portfolios managed according to client goals and reviewed regularly.

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.

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.

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.

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.

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.

Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. 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 integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.