LexAurum Advisors

Timothy Hawkins is a CFP® with 26 years of industry experience, currently serving at LexAurum Advisors. He has worked with multiple firms including Wealthcharter Retirement Planning and Brokers International Financial Services. Outside of his advisory role, he is involved in managing real estate holdings through partnerships in local property management companies. LexAurum Advisors serves individuals, families, businesses, and institutional clients, providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies with a range of risk-based models, utilizing low-cost ETFs and other securities, and offers both discretionary and non-discretionary engagements including sub-advisory services for other advisory firms.

Gary Chidsey is a financial advisor at LexAurum Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Nationwide Securities and Nationwide. Outside of his advisory role, he serves as Chairman of the Medina County Young Professionals Association, part of the Medina Chamber of Commerce. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a range of risk-based managed-account models implemented primarily with low-cost ETFs.

Linda Stapf is a financial advisor at LexAurum Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has a background that includes running her own CPA and tax accounting practice since 1989. Her prior experience includes roles at firms such as Triad Advisors and The Prosperity Consulting Group. Outside of her advisory work, she operates a tax and accounting firm providing tax preparation and financial statement services. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers multiple risk-based model portfolios implemented primarily through low-cost ETFs and other securities.

Peter Hughes is a CFA® charterholder with 19 years of industry experience. He has been with LexAurum Advisors since 2016 and previously worked at VSR Advisory Services and VSR Financial Services, Inc. His credentials also include Series 63, 65, and 66 licenses. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a standardized managed-account program with multiple risk-based models.

Virginia Shields is a financial advisor with LexAurum Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at LexAurum Advisors since 2016 and previously spent 11 years with VSR Financial Services, Inc. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a standardized managed-account program with multiple risk-based models, utilizing low-cost ETFs and other investment vehicles tailored to client needs.

Kelly Kranstuber is a financial advisor at LexAurum Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Whitaker-Myers Wealth Managers and Wooster Country Club. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based managed account models implemented with low-cost ETFs and other investment vehicles.

Karen Benefiel is a financial advisor at LexAurum Advisors with 24 years of industry experience. She holds a Series 63 designation and previously worked at Cambridge Advisors Inc. for 20 years before joining LexAurum in 2023. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, offering both discretionary and non-discretionary management as well as sub-advisory services for other advisory firms.

Brandon Johnson is a financial advisor with LexAurum Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked at LexAurum since 2018 and previously held roles at Summit Financial Group, VSR Advisory Services, and other firms. Outside of his advisory work, he is a partner in Strengthening Oklahoma LLC, a consulting and marketing business focused on NIL deals for college athletes. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation investment approach using low-cost ETFs and other securities, offering both discretionary and non-discretionary engagement options along with a sub-advisory program for other advisory firms.

James Boldt is a financial advisor at LexAurum Advisors with 27 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LexAurum in 2022, he worked at Allstate Insurance Co for 12 years and has operated his own financial firms since 2021. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies with a standardized managed-account program offering multiple risk-based models, typically implemented using low-cost ETFs and other securities.

Rochelle Tocchini is a financial advisor with LexAurum Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at LexAurum since 2018 and previously held roles at Summit Financial Group, Summit Brokerage Services, Vsr Advisory Services, Gemini Financial Advisors, and Vsr Financial Services. Tocchini is also the owner of Gemini Financial Advisors, where she conducts fixed and traditional insurance sales, and she is a notary public. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based model portfolios implemented primarily with low-cost ETFs.

Kris Persinger is a CFP® with 37 years of experience in financial advising. He is currently with LexAurum Advisors and Brokers International Financial Services, having previously worked at Cetera Advisor Networks and Summit Financial Group among others. He also operates Persinger Planning, LLC, a wealth management advisory firm. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies across a range of risk-based models, utilizing low-cost ETFs and other investment vehicles, and offers both discretionary and non-discretionary engagement options.

Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Osaic Wealth, Securities America Advisors, and Bank of the West. Outside of his advisory role, he is an owner and agent at IRY Associates LLC, where he sells life, disability, and long-term care insurance. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies and offers both discretionary and non-discretionary engagements, including sub-advisory services for other advisory firms.

Todd Koenig is a financial advisor at LexAurum Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at AlertMedia and VMware. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, offering both discretionary and non-discretionary engagements along with a sub-advisory program for other advisory firms.

Stephen Armstrong is a financial advisor with LexAurum Advisors and holds a Series 65 designation. He has six years of industry experience, including prior work at Whitaker Myers Wealth Managers and five years at Mansfield Christian School. Outside of his advisory role, he coaches high school soccer. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based managed account models implemented primarily with low-cost ETFs.

Kyle Harsha is a financial advisor at LexAurum Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including HD Vest Advisory Services and Rise Consulting. In addition to his advisory role, he owns and operates Money Matters Tax and Financial Services, providing accounting and tax preparation services. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a range of risk-based model portfolios implemented primarily with low-cost ETFs.