Beacon Hill Investment Advisory, LLC

Anne Zavaglia is a CFP® with seven years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2015. She is based in Dublin, Ohio. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages approximately $91.7 million in client assets and advises on $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients with customized family-office services.

Mark Fissel is a CFP® and Series 65-credentialed financial advisor with 17 years of industry experience, currently associated with Beacon Hill Investment Advisory, LLC. He has longstanding ties to the City of Bellefontaine since 2008 and has operated Fissel Floor Covering, Inc. since 2004. Outside of advisory work, he is a member and partner in a real estate acquisitions and development company, The Allen Group, LLC. Beacon Hill Investment Advisory offers discretionary investment management to individuals, trusts, and corporate retirement plans, managing over $90 million in client assets. The firm provides a documented investment process with regular portfolio reviews and family-office services, and is involved with an affiliated Opportunity Zone real estate fund.

William Shorthill is a CFP® professional with 17 years of industry experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. He also operates W.B. Shorthill & Associates, LLC, which he has been involved with since 2008. Shorthill is a board member of FPA Central Ohio, contributing to continuing education and professional development for financial planning and insurance professionals. Beacon Hill Investment Advisory provides discretionary investment management services to individuals, trusts, and corporate retirement plans, managing over $91 million in client assets. The firm emphasizes a process that includes risk-tolerance testing, documented Investment Policy Statements, and strategic asset allocation with tactical adjustments, serving both individual and high-net-worth clients with customizable family-office services.

Clint Edgington is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2008. He holds a Series 65 license and is based in Dublin, Ohio. Outside of his advisory role, Edgington is a managing member of an investment-related enterprise focused on residential real estate investing. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans, managing client assets through customized Private Wealth and Corporate Retirement Plan programs. The firm employs a structured investment process that includes risk-tolerance testing, documented investment policies, and tactical asset allocation adjustments, serving both individual and high-net-worth clients.