Athens, OH Office

Michael Carpenter is a CFP® with 32 years of industry experience, currently serving at LexAurum Advisors. He has worked at Brokers International Financial Services since 2018 and was previously with Broker Dealer Financial Services Corp. Carpenter is an adjunct instructor at Ohio University’s College of Business, teaching a senior-level financial planning course. He is also involved with local nonprofits, including Habitat for Humanity and The Athens Foundation. LexAurum Advisors manages investment management, financial planning, and retirement services for individuals, families, businesses, and institutions. The firm operates a multi-advisor team and employs a diversified investment approach based on modern portfolio theory, offering both discretionary and non-discretionary services.

Travis Davidson is a financial advisor at LexAurum Advisors with over a decade of experience, including 14 years at Ohio University and four years at Università Politecnica delle Marche. He holds a Series 66 designation and has been with LexAurum Advisors since 2026. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion for over 2,100 clients and operates with a multi-advisor team, offering diversified portfolios based on modern portfolio theory and utilizing fundamental, market-trend, and economic-cycle analysis.