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® and PFS™ professional with 23 years of experience, serving as the principal of Lifetime Financial Planning Solutions, LLC since 2003. She is also the financial officer of the Fairfield County Foundation, a nonprofit organization located in Lancaster, OH. Lifetime Financial Planning Solutions, LLC provides fee-only financial planning, accounting, tax planning, and tax preparation services for individuals, small businesses, nonprofits, estates, and trusts. The firm delivers written financial plans and recommendations without managing client assets or selling investment products, focusing primarily on public accounting and tax work with a small, specialized client base.

Lori Eisel is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Arcadia Financial Partners, LLC since 2016. She previously worked at Hamilton Capital Management, Inc. for one year. Arcadia Financial Partners provides fee-only financial planning and investment advice to individuals and families, offering fixed-fee financial reviews, hourly counseling, and ongoing retainer engagements. The firm emphasizes diversified asset allocation and long-term investing using no-load index mutual funds, ETFs, and cash equivalents, while typically not managing client assets directly.

Benjamin Wilkey is a financial advisor at SRS Wealth Management in Lancaster, OH, holding a Series 65 designation. He has one year of industry experience and has worked at multiple firms since 2025, including Asset Management and Protection Services, LLC and Superior Retirement Solutions. Prior to entering the financial advisory field, he spent over two decades in the forms and printing industry. SRS Wealth Management provides investment advisory and financial planning services primarily to individuals, trusts, retirement plans, and small businesses. The firm offers tailored portfolio management and planning services, utilizing mutual funds, ETFs, individual equities, and fixed-income securities, and acts as a fiduciary in both discretionary and non-discretionary management roles.

Roger Southward is a CFP® professional with 27 years of industry experience. He has been the sole advisor at Southward Financial Services, LLC since 2000. Southward Financial Services is an independent, fee-only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm also offers tax preparation services through an on-staff CPA and utilizes a primarily non-discretionary investment approach with portfolios constructed using strategic asset allocation across mutual funds, ETFs, and select individual securities.

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 previously worked at Horter Investment Management, LLC. Outside of advisory work, he prepares tax returns as a CPA and sells life insurance and fixed annuities. 4 Star Advisory Services LLC provides discretionary portfolio management to individual and high-net-worth clients, utilizing fundamental analysis, macroeconomic research, and quantitative screening. The firm’s approach includes both long- and short-term trading strategies, with a preference for preferred stocks over bonds and the potential allocation to Bitcoin-focused ETFs under enhanced risk disclosures.

Jacob Hrusovsky is a CFP® and Series 65 credentialed advisor with Personal Financial Advisors, Inc. He has been in the financial industry since 2015, holding roles at various firms including Keeler & Nadler Family Wealth and Ameriprise. His experience spans several positions over the past eight years. Personal Financial Advisors, Inc. provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm emphasizes tailored investment policies and non-discretionary management, relying on fundamental analysis and client approval for transactions.

David Stone is a CFP® professional with 25 years of industry experience. He has been with Personal Financial Advisors, Inc. since 2004 and previously worked at Brecek & Young Advisors, Inc. from 2001 to 2004. Stone is also self-employed, providing financial planning services over the past 28 years. Personal Financial Advisors, Inc. offers investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm focuses on client-specific investment policies and asset allocation targets and manages assets largely on a non-discretionary basis.

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.

Patrick Brobeck is a financial advisor with E. A. Horwitz LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He also serves as Deputy Director of Quality Assurance for the Ohio Attorney General’s Office, where he works on process improvement and quality control. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment philosophy tailored to individual needs. The firm integrates risk management tools such as options and fixed-income trading and maintains a combination of small-firm client focus with institutional trading and compliance infrastructure.

Mason Yerian is an advisor at Aegis Wealth Management, Inc. in Lancaster, OH, holding a Series 65 credential and beginning his financial industry experience in 2026. His background includes roles at Ohio University and involvement with the Ohio University Club alongside ETP Wealth Management, as well as prior work in education and the food service industry. Aegis Wealth Management serves individual investors, institutions, and retirement plans, providing comprehensive financial planning and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers to implement portfolios and utilizes AI-based tools in its client services.

Erin Barnhart is a financial advisor with MPM Wealth Advisors in Lancaster, OH, holding Series 63 and Series 65 licenses and 22 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 serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm focuses on diversified portfolios using low-expense mutual funds and ETFs, guided by client risk profiles, and employs both discretionary and non-discretionary account management strategies.

Scott Iversen is a financial advisor with Advisors Capital Management, LLC, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Frontier Asset Management LLC, Northstar Securities LLC, Cross State Financial Group LLC, and Foothill Securities, Inc. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, employing a combination of top-down and bottom-up analysis across equity, fixed-income, and tactical approaches.

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.

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.

Garrett Tracht is an investment advisor representative with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Madison Avenue Securities, Impact Wealth LLC, Kestra Advisory Services, and Nationwide Financial. He is currently affiliated with both Csenge Advisory Group and Impact Wealth, where he provides wealth advisory and financial planning services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm applies a combined fundamental and technical analysis approach, emphasizing relative strength and a structured market/sector/manager risk methodology, and offers portfolio customization through discretionary and model-based strategies.

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®-certified financial advisor with 20 years of industry experience. He has been with Portfolio Medics, LLC since 2008 and previously worked at Sojourn Financial Strategies, LLC and other firms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified funds, individual securities, and independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Michael Kays is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017. Prior to that, he was employed at Legend Equities Corporation and Valic Financial Advisors. Outside of his advisory work, he serves as an assistant varsity girls soccer coach for the Northern Local School District. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and manages investment strategies both in-house and via third-party managers.