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 at Lincoln Douglas Investments, LLC with 25 years of industry experience. He has been with Lincoln Douglas Investments since 2011 and holds a Series 63 designation. Lincoln Douglas Investments is a team investment adviser serving primarily individual investors, as well as pension plans, trusts, and business entities. The firm manages portfolios using a variety of strategies based on client risk profiles and employs both discretionary and non-discretionary portfolio management along with financial planning services.

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 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and PRUCO Securities before joining Lincoln Douglas in 2014. Outside of advisory work, he is engaged in non-variable insurance sales covering life, medical, and Medicare supplemental insurance. Lincoln Douglas Investments, LLC is a team-based advisory firm serving individual investors, pension plans, trusts, and business entities through a range of portfolio management and financial planning services. The firm employs diverse investment strategies and maintains operational practices that include annual account reviews and trade-error correction procedures.

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.

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 one year of industry experience. He holds the Series 65 designation and previously worked with Cooper, Adel, Vu Financial and the Cleveland Cavaliers. His background includes roles in financial services and client account management. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds.

Daniel Weingartner is a CFP® with 17 years of industry experience, currently with CoreCap Advisors. His prior experience includes roles at NYLIFE Securities LLC, The Prudential Insurance Company of America, and TD Ameritrade. He also supports the tax team at Cooper Adel Vu Financial as an IRS Enrolled Agent during tax season. CoreCap Advisors serves individuals, self-directed 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 long-term, focusing on mutual funds, ETFs, equities, and bonds, while overseeing sub-advisors and offering tax-efficient strategies.

Charles Powell is an investment advisor at Signature Equity Partners, LLC with nine years of industry experience. He previously worked at Cambridge Investment Research, Inc. for eight years and has a background with Utility Pipeline Ltd. Powell is a minority owner of a local CPA firm where he assists with public relations and community events, and he occasionally works as a DJ for private gatherings. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates under a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios with ongoing monitoring and options such as tax management and socially responsible investing.

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®-certified financial advisor with 19 years of industry experience. He is currently with CoreCap Advisors and Cooper, Adel, Vu Financial, having previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Outside of finance, Karas is involved in music production, performance, and promotion through Get Huge Entertainment, LLC. CoreCap Advisors serves individuals—including high-net-worth and accredited investors—self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and oversees multiple ownership and affiliate relationships.

Joshua Strouse is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, LPL Financial, and Chase Investment Services. He is a minority owner of an accounting firm, Wilging, Roush & Parsons CPAs, and serves as a notary public. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting.

Kenton Mickley is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2020, he worked at First Knox National Bank and People's Bank of Gambier. Outside of his advisory role, Mickley serves on the Knox County Career Center Advisory Board and volunteers with local business networking and his church’s finance committee. 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 portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and third-party programs.