I'm Zach, founder and lead advisor of Mount Vernon Financial, an independent fee-only fiduciary RIA based in Mount Vernon, Ohio, serving clients across the state and beyond. I started this firm because too many people get advice that's built around a product or a sales quota instead of their actual life and I wanted to build something more personal. My desire is that all prospects and clients can see that I start from a place of genuine care. Trust is only built if care, integrity and honesty are evident. As an advisor, I lean on evidence-based investing and tax-efficient planning. I hold the CEP and CFP® designations. Before starting Mount Vernon Financial, I spent years with High-Net-worth clients helping with equity planning through corporate brokerage solutions at Morgan Stanley and advising clients directly at TD Ameritrade. I've seen how both big firms and everyday investors operate, and I built this practice to give you the best of both. Mount Vernon Financial is intentionally set up alongside a local CPA firm, so your tax picture and your financial plan aren't living in two separate silos. Whether you're starting off, nearing retirement, or somewhere in between, I would be honored to have a conversation to see where we can help.

Robert Chester is the principal of Chester Financial Services LLC, an independent advisory firm based in Fredericktown, Ohio. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2012, he has also worked as an independent insurance agent, providing insurance sales and service outside of his advisory role. Chester Financial Services offers fee-only investment portfolio advisory and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management and ERISA retirement plan consulting, utilizing a combination of Modern Portfolio Theory and fundamental, technical, and cyclical analysis in its investment approach.

Stephen Dennis is a financial advisor with Lincoln Douglas Investments, LLC in Mt. Vernon, Ohio. He holds a Series 63 designation and has 24 years of industry experience. Dennis has been with Lincoln Douglas Investments since 2011, working as part of an eight-advisor team. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios across various asset classes.

Brandon Bullock is a financial advisor at Lincoln Douglas Investments, LLC with 21 years of industry experience. He has been with Lincoln Douglas Investments since 2010. In addition to his advisory role, he is a licensed property and casualty, life, and health insurance sales agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm employs a mix of technical charting, fundamental analysis, and cyclical approaches to build portfolios tailored to client risk profiles.

Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Douglas since 2014. Outside of his advisory role, he is involved in selling life, medical, and Medicare supplemental insurance as an insurance agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm employs a variety of investment strategies based on client risk profiles, using technical charting, fundamental analysis, and cyclical approaches.

Kenneth Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Lincoln Douglas Investments since 2010. Additionally, he is president and a stockholder of Dennis & Schisler, Inc., a CPA firm, where he has worked since 1980, focusing on tax return preparation and tax research. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios, offering both discretionary and non-discretionary account management.

Zachary Dennis is a financial advisor with Lincoln Douglas Investments, LLC, holding a Series 63 license and having 11 years of industry experience. He has worked at Lincoln Douglas Investments since 2013 and is also involved in fixed insurance and property & casualty insurance through Madison Collins Stevens Insurance. Additionally, he works as a driver for Lyft part-time outside of securities trading hours. Lincoln Douglas Investments, LLC is a team-based advisory firm serving primarily individual investors, as well as pension plans, trusts, and business entities. The firm manages portfolios using a range of strategies including equity positions, mutual funds, fixed income, and option strategies, with accounts reviewed at least annually.

Nick Burson is a CFP®-certified financial advisor with 15 years of industry experience. He has been with Lincoln Douglas Investments, LLC since 2011. Outside of his advisory role, he serves as the unpaid treasurer for the AM Spirit Chapter, a professional networking group. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build and manage client portfolios.

Nathaniel Fowler is a financial advisor at Lincoln Douglas Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Lincoln Douglas Investments since 2020. Outside of his advisory role, he is involved in cryptoeconomic research as an independent contractor and operates an online package and shipping retail business. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build diversified portfolios and offers programmatic management through an advisory program where it acts as broker-dealer.

Addison Crouch is a financial advisor at CoreCap Advisors with a Series 66 designation and one year of industry experience. Prior to joining CoreCap, Addison worked at Cooper, Adel, Vu Financial and Walmart. CoreCap Advisors serves individuals, retirement plans, and institutional clients with discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and typically long-term, focusing on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Kevin Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he is president of Greenwave Racing, LLC, involved in standardbred horse ownership and racing. 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 model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

Lauren Cooper is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2014. In addition to her advisory role, Cooper is a partner at an elder law firm, COOPER, ADEL, VU, and ASSOCIATIES, LPA, where she manages a flexible schedule to accommodate her responsibilities at both entities. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and employs sub-advisors and third-party asset managers to support its services.

Ryan Fischer is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at FundThatFlip.com and Wayne Savings Bank prior to joining CoreCap. He is also active as a financial assistant at Cooper, Adel, Vu & Associates. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment strategies with a focus on mutual funds, ETFs, equities, and bonds, along with oversight of affiliated asset managers.

Lance Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he sells group health and life insurance contracts with carriers outside of ValMark’s insurance arrangements. ValMark Advisers serves individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive advisory and back-office services.

James Gundling is a financial advisor at CoreCap Advisors with a Series 65 credential and two years of industry experience. Prior to joining CoreCap Advisors, he worked at Cooper, Adel, Vu Financial and was employed by the Cleveland Cavaliers. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Daniel Weingartner is a CFP® professional with 16 years of industry experience, currently serving at CoreCap Advisors since 2021. His prior experience includes roles at NYLIFE Securities, New York Life Insurance Co, Prudential Insurance Company of America, and TD Ameritrade. He is also an IRS Enrolled Agent and supports a tax team during tax season by reviewing clients' final tax returns and assisting with payment collection. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.

Charles Powell is an advisor at Signature Equity Partners, LLC with nine years of industry experience. He previously worked at Cambridge Investment Research, Inc. for eight years and Utility Pipeline Ltd for fourteen years. Outside of his advisory role, he is a minority owner of a local CPA firm where he assists with public relations and community events, and he occasionally works as a professional DJ for private gatherings. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services using model portfolios and both discretionary and non-discretionary strategies.

Anish Rajgolikar is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 66 designation and has worked at US Bank and Hexanika prior to joining CoreCap Advisors in 2023. He also provides back-office and financial operations support through Cooper, Adel, Vu Financial. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and, with client consent, options and short sales.

Adrian Karas is a CFP® with 18 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of finance, he is involved in music production, performance, and promotion through Get Huge Entertainment, LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party asset managers.

Joshua Strouse is an investment advisor representative at Signature Equity Partners, LLC with 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors Inc. and Osaic Wealth, Inc. Strouse is a minority owner in an accounting firm and also serves as a notary public. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates using various model portfolio solutions.