user avatar

Dylan Bastress

Advisor at Pace Financial Advisors

Updated today
Pace Financial Advisors logo

Firm

Pace Financial Advisors

Location

Ashville, OH

Credentials

Series 65

Industry experience

< 1 year

Client services

Financial planning Portfolio management Retirement plan consulting services

Fee options

Percentage

$0+: 0.50% - 2.00% annually N/A - N/A: Up to additional 0.25% per annum for options-based strategies

Commissions

Certain associated persons are dually registered with LPL Financial and may receive commissions and trails for securities and insurance products sold separately from advisory services

Project-based

Up to $350 per hour for financial planning and consulting services

Other

Fee-only: Hourly fee up to $350 per hour for stand-alone financial planning and consulting services

Work history

Pace Financial Advisors

2025 - Present (1 year)

Division of Fire

2023 - Present (3 years)

Circleville Fire Department

2022 - 2023 (1 year)

RCE and Sons

2020 - 2022 (2 years)

Amazon

2020 - 2020 (1 year)

Limited Brands

2019 - 2021 (2 years)

Citrin

2018 - 2020 (2 years)

Columbus Corporate Caterers

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Shawn B

CFP®

Grove City, OH

Columbus Street Financial Planning, LLC

At Columbus Street Financial Planning, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

General retirement planning Retirement income strategy Wealth management Mid-Career Professionals Gen X (Born 1965-1980)

Charles P

Series 63

Circleville, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Religious/faith focused

Randy H

CFP®, Series 66

Pickerington, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Military & Veterans

Christopher G

CFP®, Series 66

Grove City, OH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Founder/Business Owner

Ronald M

Series 66

Ashville, OH

Merrill

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

General retirement planning Retirement income strategy Wealth management General estate planning guidance College savings (529s, UTMA, etc.) Parents

Denise M

Series 66

Canal Winchester, OH

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner LGBTQIA Divorced
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")