Vandalia Wealth

John Jones is a financial advisor at Vandalia Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Axxcess Wealth Management. Outside of his advisory role, he advises on an industrial construction business owned by his spouse. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily model portfolios composed of low-cost mutual funds, ETFs, individual securities, and may include alternative and digital assets, using a generally long-term investment approach with flexibility for shorter-term client needs.

Jason Lunsford is a financial advisor at Vandalia Wealth with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Dixon Hughes Wealth Advisors LLC, FORVIS Wealth Advisors LLC, and Axxcess Wealth Management, among others. Outside of advisory services, he is also licensed to sell fixed insurance products. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs portfolios primarily from model portfolios using low-cost mutual funds, ETFs, individual stocks and bonds, and may include alternative investments and digital assets where appropriate.

Michael Cavendish is a financial advisor at Vandalia Wealth with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Axxcess Wealth Management. He serves as an investment committee member for the Beckley Area Foundation, a charitable organization. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios built with low-cost mutual funds, ETFs, individual securities, and alternative investments, emphasizing a generally long-term investment approach while allowing for rebalancing and client-specific needs.

Ashley Israel is a CFP® professional with 14 years of experience in wealth management. She currently works at Vandalia Wealth, having previously held roles at Forvis Mazars Wealth Advisors LLC and Dixon Hughes Goodwin Wealth Advisors LLC. Vandalia Wealth offers discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios composed of low-cost mutual funds, ETFs, individual securities, and selected alternative investments and digital assets.

John Fleming is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Vandalia Wealth. His prior roles include positions at Axxcess Wealth Management, FORVIS Wealth Advisors, Dixon Hughes Goodman, Edward Jones, and Ernst & Young. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a combination of model portfolios, individual securities, alternative investments, and digital assets, emphasizing a generally long-term investment approach with flexibility for client needs.

Lois Crichton is a financial advisor with Vandalia Wealth in Charleston, WV, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her career includes roles at Wells Fargo Advisors and Axxcess Wealth Management. She serves as a commissioner on the Municipal Beautification Commission for the City of Charleston and is a board member of the Kanawha Garden Club. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm primarily uses model portfolios composed of low-cost mutual funds, ETFs, individual securities, and occasionally alternative investments and digital assets, and operates with a fiduciary standard.

Jeffrey Borman is a financial advisor with Vandalia Wealth, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked at LOC Investment Advisers for 11 years before joining Vandalia Wealth Management Incorporated and Axxcess Wealth Management, LLC. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes model portfolios built with low-cost mutual funds, ETFs, individual securities, and may include alternative investments and digital assets, maintaining a generally long-term investment approach with flexibility for rebalancing or client needs.

Caleb Casto is a CFP® professional with six years of industry experience, currently serving at Vandalia Wealth. His prior experience includes roles at Axxcess Wealth Management, Fifth Third Securities, and Northwestern Mutual. Outside of advisory work, he has been involved in insurance sales since 2018. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios with low-cost mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and digital assets.

Dorsey Tyndall is a financial advisor at Vandalia Wealth with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dixon Hughes Wealth Advisors, FORVIS Wealth Advisors, and Axxcess Wealth Management. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios of low-cost mutual funds, ETFs, stocks, bonds, and may include alternative investments and digital assets where appropriate.

Ian Mcilvaine is a financial advisor at Vandalia Wealth with 16 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Mcilvaine is a 50% owner of Vandalia Wealth Management, Inc., an entity related to his advisory business, and is also licensed as an insurance agent. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios composed of low-cost mutual funds, ETFs, individual securities, and may include alternative investments and digital assets, operating with a generally long-term investment approach while offering flexibility for client needs.

Chelsea Weiss is an advisor at Vandalia Wealth with a Series 65 credential and one year of industry experience. Her prior roles include positions at McKinley Carter Wealth Services and Axxcess Wealth Management. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses low-cost mutual funds, ETFs, individual stocks and bonds, and alternative investments within model portfolios, and emphasizes a fiduciary duty to clients.

Kathryn Lester is a Series 66-licensed financial advisor at Vandalia Wealth with 27 years of industry experience. Her prior roles include positions at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Outside of her advisory work, she serves on finance and investment committees for religious organizations and participates in local nonprofit and condominium boards. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a mix of low-cost mutual funds, ETFs, individual securities, and alternative investments within primarily model-based portfolios and maintains a fiduciary standard in its investment approach.

Jonathan Dorsey is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Vandalia Wealth and has prior experience at Burke & Herbert Bank, LPL Financial, J.P. Morgan Securities, and several other financial firms. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios composed of low-cost mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and outsourced portfolio management.

Luke Mc Clure is a financial advisor at Vandalia Wealth with six years of industry experience. He holds the Series 66 designation and previously worked at firms including G.A. Repple & Company, Horizon Financial, and LPL Financial. He serves as a board member for The Ovis Project, a nonprofit organization focused on community outreach in Charleston, WV. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a model portfolio approach using low-cost mutual funds, ETFs, individual securities, and alternative investments, and offers a range of fee structures including percentage-of-AUM and standalone financial planning engagements.