Cincinnati, OH E Kemper Rd Office

Todd Lyon is a CFP® with Series 63 registration, currently serving as an advisor at MCF Advisors, LLC. He has been in the financial industry since 2011, previously working 15 years at Wealth Planning Corporation before joining MCF Advisors in 2026. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for about 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm employs a tactical asset allocation approach and offers comprehensive wealth management, financial planning, discretionary portfolio management, as well as accounting, tax preparation, and outsourced CFO services.

Todd Steinbrink is a CFP® professional with over 20 years of industry experience. He joined MCF Advisors, LLC in 2026 after two decades at Wealth Planning Corporation. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax, accounting, and CFO services, using a tactical asset allocation approach supported by third-party platforms and tools.

Patrick Scarborough is a financial advisor with MCF Advisors, LLC in Cincinnati, OH. He holds the CFP® and CFA® designations and has seven years of industry experience. Prior to joining MCF Advisors, he worked for Wealth Planning Corporation for 15 years and Securities America Advisors, Inc. for six years. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services, utilizing a tactical asset allocation approach alongside various third-party platforms and tools.

Noah Sayre is a CFP® professional at MCF Advisors, LLC with experience dating back to 2020. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation and Thomas More University. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services, employing a tactical asset allocation approach supported by third-party platforms and tools.

Gerald Yox is a CFP® professional at MCF Advisors, LLC with 24 years of industry experience. His prior roles include positions at Wealth Planning Corporation, TIAA-CREF, and Fidelity. He is based in Cincinnati, OH. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm provides comprehensive wealth management, discretionary portfolio management, and integrated accounting, tax, and CFO services.

Timothy Dougherty is a CFP® professional advising with MCF Advisors, LLC in Cincinnati, OH, and has eight years of industry experience. His prior roles include positions at Wealth Planning Corporation and Fidelity in both advisory and brokerage services. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers a tactical asset allocation approach and provides comprehensive wealth management services, as well as tax, accounting, and CFO services alongside investment advice.