I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Freddie Everett is a financial advisor at Thomas Everett Investments, LLC in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc. in a pastoral capacity. Thomas Everett Investments is an independent registered investment adviser offering portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, trusts, charitable organizations, and business entities. The firm primarily manages client assets on a non-discretionary basis and employs fundamental, technical, and quantitative analysis while recommending third-party money managers and SEI-managed account solutions.

Lucinda Lynch is a financial advisor at Lynch Retirement Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Lincoln Financial Distributors and Lincoln Financial Advisors Corporation since 1996. Outside of her advisory role, she provides evening daycare services approximately 25 hours per week. Lynch Retirement Advisors focuses on retirement-centered financial planning and portfolio management for individuals, families, and small businesses. The firm emphasizes strategic retirement planning, utilizing tools like MoneyGuidePro and Charles Schwab technology, and manages both discretionary and non-discretionary accounts with around $19.84 million in assets under management.

Dennis Dicke is the sole advisor at Cornerstone Investment Counsel in Columbus, Ohio, holding a Series 65 designation with 20 years of industry experience. He has worked at Cornerstone Investment Counsel since 1996. Cornerstone Investment Counsel is a single-adviser registered investment adviser providing discretionary investment management to individuals, trusts, retirement accounts, and pension plans. The firm uses a process centered on client objectives and risk tolerance, employing no-load mutual funds, exchange-traded funds, and Defined Outcome (“buffer”) ETFs to construct portfolios.

David Clark is the principal of Clark Soeten, an investment management firm based in Columbus, Ohio. He holds a Series 65 credential and has two years of industry experience. Prior to founding Clark Soeten in 2023, he worked at Laborem Holdings LLC and The Catholic Foundation, Diocese of Columbus, Ohio. Outside of financial advising, he is the owner and CEO of GUPS Media LLC, an event rental company operating as Rent Wedding Chairs. Clark Soeten provides asset management for custodial accounts and offers financial planning and consulting services to individuals and high-net-worth clients. The firm’s investment approach emphasizes fundamental analysis, focusing on underpriced securities and long-term holdings, with the use of options strategies for hedging and income, as well as arbitrage opportunities.

Spencer Hawkins is a CFP® with 22 years of industry experience and the principal of Spencer Hawkins Investment Adviser, LLC since 2018. He also owns and operates Protected World Insurance Agency, an independent insurance agency representing all major lines of insurance. Hawkins has prior experience with Southeast Investments, N.C. Inc., where he worked from 2014 to 2018. His firm provides financial planning, investment management, and retirement-plan consulting to individuals, families, business owners, and employer-sponsored plans. The firm’s investment approach uses written policy statements and model portfolios based on fundamental, technical, and cyclical analysis, favoring largely passive, cost-efficient, and tax-aware strategies oriented to long-term objectives.

Joshua Gallogly is a CFP®-certified financial advisor with five years of industry experience, currently serving as the sole advisor at Milestones Financial in Columbus, OH. His prior roles include positions at Practical Financial Planning and First Heartland Capital Inc., as well as eight years at OSU Wexner Medical Center. Milestones Financial provides financial planning and investment recommendations to individual and family clients through flat-fee and hourly billing arrangements. The firm employs an asset-class based investment approach grounded in modern portfolio theory and does not act as an asset manager or custodian.

Robert Leonhard is a financial advisor at Vital Signs Financial Services LLC in Columbus, Ohio, holding a Series 65 designation with 13 years of industry experience. He has served with the Pleasant Valley Joint Fire District since 1997 and operates a consulting business focused on public sector safety organizations including fire, EMS, and law enforcement agencies. Vital Signs Financial Services LLC provides income tax preparation and tax-focused financial planning primarily to individuals, small businesses, and nonprofit organizations. The firm offers investment advice and asset management on a consultative basis, emphasizing tax-efficient planning and a core-and-satellite asset allocation that relies mainly on passive index funds and ETFs.

Zachary Bernsdorf is a financial advisor at Aspire Capital Management, LLC in Columbus, OH, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Morgan Stanley, Protective Life Insurance Company, and JP Morgan Securities LLC. Aspire Capital Management is a state-registered investment adviser serving individual clients such as working professionals, pre-retirees, and retirees. The firm offers portfolio management and financial planning with a focus on diversified, long-term asset allocation and retirement strategies, operating on a flat, fee-only model without account minimums or performance-based fees.

Mark Davis is a financial advisor with Davis-Ross Investment Advisers, LLC in Columbus, OH, holding a Series 63 designation and 23 years of industry experience. He has worked at Banc Stock Financial Services, Inc. since 1993. Davis-Ross Investment Advisers manages a pooled long/short hedge fund serving accredited investors, including high-net-worth individuals and related IRAs, trusts, or estates. The firm uses both fundamental and technical analysis in a discretionary, in-house portfolio employing long and short positions, leverage, margin, and options strategies.