Trueblood Wealth Management, LLC

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co inc for 11 years before joining his current firm in 2022. Trueblood serves on the board of the Lima Shawnee Alumni Legacy Scholarship Fund, which provides college scholarships to high school students. Trueblood Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a variety of investment approaches, including asset allocation, fundamental and quantitative analysis, and may employ options, margin borrowing, and derivatives, while also engaging third-party money managers and custodians for trade execution and reporting.

Erin Mulcahy is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio, holding a Series 65 designation. She joined the firm in 2026 and has a background that includes five years at the University of Findlay and four years at Shawnee Country Club, along with experience working in education from 2016 to 2021. Trueblood Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of asset allocation strategies, fundamental and quantitative analysis, and may employ options, margin, and derivatives in client accounts while leveraging third-party money managers and institutional resources.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans with comprehensive portfolio management and financial planning. The firm uses a combination of asset-allocation strategies, fundamental and quantitative analysis, and employs margin, options, and derivatives where appropriate, alongside third-party managers and institutional research resources.

Phillip Trueblood is a financial advisor with Trueblood Wealth Management, LLC in Lima, Ohio, holding Series 63 and Series 66 designations and over 58 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as Treasurer of the Lima Convalescent Home Foundation and is a public trustee and finance committee member at Northeast Ohio Medical University. Trueblood Wealth Management offers portfolio management and financial planning services for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a range of investment strategies including asset allocation, fundamental and quantitative analysis, and uses options, margin, and derivatives as appropriate, while engaging third-party managers and custodians for execution and reporting.

Mary Mulcahy is a Series 65-licensed advisor at Trueblood Wealth Management, LLC, with one year of industry experience. Prior to joining the firm, she spent five years at the University of Findlay and has additional work experience at Shawnee Country Club and in educational roles at middle and high schools. Trueblood Wealth Management provides comprehensive portfolio management and financial planning services for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of asset-allocation strategies and various analytical approaches, including the use of margin, derivatives, and third-party money managers, managing approximately $474 million in assets with a five-advisor team.