Sandra Boesche

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.

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.

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 57 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for 11 years. Outside of his advisory role, he serves as Treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member for Northeast Ohio Medical University. Trueblood Wealth Management advises individuals, trusts, corporations, and retirement plans, managing approximately $430.8 million in assets across about 296 client relationships. The firm uses a combination of asset allocation, fundamental and quantitative analysis, and both long- and short-term strategies to align portfolios with client objectives.

Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Grand Lake Insurance & Investments, LLC and The Tavenner Co. He is also the owner and an agent at Grand Lake Insurance & Investments, where he provides financial planning and Medicare services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.