Jennifer Moenter

Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. Prior to founding his firm in 2022, he worked at Stifel Nicolaus & Co Inc for 11 years. He serves as a board member of the Lima Shawnee Alumni Legacy Scholarship Fund, a college scholarship organization for high school students. Trueblood Wealth Management advises individuals, trusts, corporations, and employer-sponsored retirement plans, providing portfolio management, retirement plan consulting, and financial planning. The firm employs a comprehensive investment process that integrates asset allocation with fundamental, technical, quantitative, and sector analysis, using various trading strategies and third-party money managers to meet client objectives.

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance. Hardy also serves as a public notary and is involved in third-party retirement plan administration through H&H Retirement Services. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million. The firm operates on a non-discretionary basis with tailored portfolios and offers insurance products and retirement plan administration through an affiliated third-party administrator.

Adam Bray is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with YSB Wealth Management and previously worked at OSAIC and Bishoff Financial Group, where he served as Chief Investment Officer. Outside of his advisory role, Bray has been involved in independent insurance agency activities and has held leadership positions managing investment teams. YSB Wealth Management, established in 2026, provides wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a goal-based, personalized investment approach using strategic allocation profiles that combine passive and active strategies to manage risk and volatility.

Sarah Yount is a ChFC® credentialed financial advisor with over 14 years of experience in the industry. She has worked at Roble Belko & Company for 10 years, followed by four years at Bishoff Financial Group before joining YSB Wealth Management in 2026. YSB Wealth Management is a recently formed investment adviser serving individuals, high-net-worth clients, and corporations. The firm uses a goal-based, personalized investment approach that combines passive and active strategies to manage volatility and risk, offering discretionary portfolio management across various asset classes.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio. 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, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.