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.

James Taylor is the sole advisor at Taylor Financial Management Inc in Bexley, OH, holding a Series 63 designation with 22 years of industry experience. He has operated his independent firm since 1995. Taylor Financial Management provides investment advisory services to individuals, trusts, and businesses, constructing and managing diversified portfolios tailored to each client's Investment Policy Statement. The firm employs a long-term, active portfolio approach driven primarily by fundamental securities analysis and maintains centralized oversight with quarterly account reviews by the sole advisor.

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.

Andrew Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds eight years of industry experience, including prior work at Mid Atlantic Capital Corporation. Phillips has been with Phillips Wealth Management since 2013. Phillips Wealth Management 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 strategies tailored to client goals and risk tolerances, and it operates a firm-sponsored wrap fee program, which is uncommon for a firm of its size.

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 at Personal Financial Advisors, Inc. in Pickerington, Ohio, with nine years of industry experience. She has been with Personal Financial Advisors, Inc. since 2006, contributing to the firm for over 20 years. Personal Financial Advisors, Inc. provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm develops tailored investment policies based on fundamental analysis and manages client assets largely on a non-discretionary basis, ensuring clients retain final approval of transactions.

Mark Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors and UBS Financial Services. Phillips Wealth Management LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm manages portfolios using a combination of fundamental, technical, charting, and cyclical analysis, employing both active and passive strategies while also utilizing third-party money managers and a held-away platform for defined-contribution accounts.

Anthony Jones is a financial advisor at rebel Financial, LLC with 15 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/profit-sharing plans, and corporate clients by providing investment management along with comprehensive financial, retirement, business, and estate planning. The firm combines fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

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.

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 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.

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, 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.