Eukles Asset Management, LLC

Brian Lysaght is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He is currently with LPL and was previously with Eukles Asset Management, LLC for eight years. Lysaght operates within a team of five advisors based in Cincinnati, OH. Eukles Asset Management, LLC provides discretionary model portfolio management and advisory services to individuals, trusts, charitable organizations, pension plans, corporations, and other entities. The firm manages approximately $364.3 million in discretionary assets using model asset-allocation portfolios tailored to client goals and tax considerations, employing fundamental analysis, ETF selection, asset allocation, and options strategies where appropriate.

Steven Jung is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2011 and concurrently operates Eukles Asset Management, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Casey Lysaght is a financial advisor at Eukles Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Eukles Asset Management since 2017 and LPL Financial since 2014. Eukles Asset Management provides discretionary model portfolio management and advisory services to a diverse client base, including individuals, trusts, charitable organizations, and institutional clients. The firm’s investment approach involves model asset allocation, fundamental analysis, and the use of ETFs, individual securities, and options strategies for hedging and income generation.

Patrick Lysaght is a financial advisor with Eukles Asset Management, LLC in Cincinnati, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Eukles Asset Management since 2012 and is also associated with LPL Financial since 2011. Outside of his advisory role, he owns PL47 Productions and is involved in developing a web and mobile application called "Budget Even." Eukles Asset Management provides discretionary model portfolio management and advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm employs model asset-allocation portfolios tailored to client goals and tax considerations, using fundamental analysis, ETF selection, asset allocation, and options strategies, managing accounts on a discretionary basis with quarterly reviews.