Reed Financial Services, Inc.

Evan Watson is a financial advisor at Reed Financial Services, Inc. in Cleveland, OH, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and Cleveland State University. He also serves as an Investment Manager and Investment Adviser Representative at James Reed Financial Services, Inc., focusing on research, due diligence, and portfolio trading. Reed Financial Services provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a team-based approach to portfolio construction, emphasizing diversified allocations using mutual funds and ETFs, with discretionary management aligned with Modern Portfolio Theory.

Liam Studt is a CFP® professional with six years of industry experience, currently serving at Reed Financial Services, Inc. in Cleveland, OH. He has worked at APW Capital, Inc. since 2019 and has been associated with James Reed Financial Services, Inc. since 2017. Reed Financial Services, Inc. offers investment management, fee-based financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm uses a team-based approach with an Investment Committee to manage diversified portfolios primarily through mutual funds and ETFs, tailoring solutions for clients with varying needs.

Amanda Lisachenko is a CFP® with 26 years of experience in the financial services industry. She has been with Reed Financial Services, Inc. since 1998 and also serves as a registered representative at APW Capital, Inc. Outside of her advisory roles, she participates on the finance committee of St. Mary's of the Assumption in Mentor, Ohio. Reed Financial Services, Inc. provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a team-based approach with an Investment Committee that emphasizes diversified, model-portfolio management primarily using mutual funds and ETFs, while offering customization for complex client needs.

Janet Edwards is a financial advisor with Reed Financial Services, Inc. in Cleveland, OH, holding a Series 66 designation and 17 years of industry experience. She has worked at APW Capital, Inc. since 2015 and with James Reed Financial Services, Inc. dba Reed Financial Services since 2012. Reed Financial Services, Inc. provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a team-based approach with diversified model portfolios primarily composed of mutual funds and ETFs, managing accounts on a discretionary basis consistent with Modern Portfolio Theory.