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.

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.

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.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

Kasey Hammer is a financial advisor with ValMark Advisers, Inc. in Lancaster, Ohio, holding a Series 63 designation and bringing 16 years of industry experience. He has been with ValMark Advisers since 2014 and also maintains roles with Valmark Securities and Fairfield Financial. Outside of investment advising, Hammer is involved in several business activities including serving as president of an accounting and tax consulting firm, selling craft items at shows, and volunteering as treasurer for a local elementary school PTO. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Ronald Ruff is a financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has been with ValMark Advisers since 2000 and leads Ruff & Associates, Inc. since 2015. Outside of his advisory work, he serves as Vice-President of Hammer, Ruff & Associates, a CPA tax and accounting firm, and is involved with the Fairfield County 4-H Endowment Board as a past chair. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of financial products including proprietary ETF portfolios and annuity solutions.

Steven Landis is a CFP® with 20 years of industry experience. He has been with Portfolio Medics, LLC since 2008 and is also associated with Sojourn Financial Strategies, LLC. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios that combine traditional wealth management with programmatic trading 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.

Natalie Collins is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC from 2016 to 2019. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model differentiates between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Jamie Bressler is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has been with PNC Investments since 2012. Outside of his advisory role, he is the owner of Humble Bee Boutique. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes approved model strategies executed through mutual funds and ETFs, with algorithm-driven portfolio recommendations and annual rebalancing.

Matthew Hosken is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Fifth Third Bank. Outside of his advisory work, he is involved as a sales representative for Cutco Corporation and creates custom chainmaille through Celtic Chaincraft. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway Managed Account Program, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.