LFA – Columbus RPO
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Advisors

Michael L. Barrett, CFP®, CRPC®, MBA

Financial Planner

Email Address

Michael.Barrett@LFG.com

Mike joined Steinhaus Financial Group (SFG) in 1996. Prior to SFG, Mike worked in the Franchise Finance Department at Wendy's International in Dublin, OH, and as a Commercial Loan officer with Binghampton Savings Bank in Binghampton, New York. Mike graduated from Albion College with a Bachelor's Degree in Economics and Management in 1985, and from Ashland University in 1995 with a Masters in Business Administration. He obtained his CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in May of 2000, his CRPC certification in the summer of 2008 and is a member of the Financial Planning Association.

Mike currently is a member on the Finance Committee of his parish, Saint Edward the Confessor, in Granville, Ohio. He has been active as a volunteer football and soccer coach in Granville's youth recreation league. He has also been active in the past as a member of the Granville Schools levies renewal campaigns. Mike joined the Kiwanis in Granville in the spring of 2008. Mike and his wife, Kate, live in Granville with their three children, Jack, Tom, and Ross.

Mike Barrett is a registered representative of Lincoln Financial Advisors Corp. Steinhaus Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

 

Mitchell R. Bland

Financial Planner

Email Address

Mitch.Bland@LFG.com

Mitchell R. Bland is a financial planner with Midwest Retirement Consultants, affiliated with Lincoln Financial Advisors, specializing in retirement income for his clients. He currently holds FINRA series 6, 7, and 63 securities registrations. In addition, he also holds his Ohio life, accident, and health license. Mitchell is appointed to do business in Ohio, Florida, Arizona, Texas and North Carolina.

Mitchell has a Bachelor of Science degree from Ashland University in Business Administration. While attending Ashland University he was a member of the National Collegiate Athletic Association (NCAA) playing football. He currently is a member of the Rural Chapel United Methodist Church and the Shamrock Club of Columbus. Mitch prides himself as a long term volunteer leader with Hands on Central Ohio assisting in events that engage at risk youth through high impact community service. Mitch resides in Upper Arlington, OH with his wife, Marjorie and children.

Mitch Bland is a registered representative of Lincoln Financial Advisors Corp. Midwest Financial Consultants is not an affiliate of Lincoln Financal Advisors Corp.

 

Patrick E. Giller, CFP®

Financial Planner

Email Address

Pat.Giller@LFG.com

Website

www.patgiller.com

Pat is a Private Wealth Advisor with Lincoln Financial Advisors. He coordinates all assets, business, investments, and policies into one comprehensive financial plan for his clients—to save time, enhance communication, increase understanding, and provide an increased sense of security. 

This endeavor involves professionals in several areas (legal, tax, charitable, investment). He collaborates with his clients’ existing financial professionals to improve the overall financial situation. He believes in a process of enhancement, not replacement. He puts his clients in a better position to make confident decisions.

Pat graduated from Boston College with a degree in Finance from the Carroll School of Management. Pat received his certification as a CERTIFIED FINANCIAL PLANNER™.

Pat is active in the community. He is an eight-year rider in Pelotonia and captain of the Team Bexley Peloton. He is Leadership Co-Chair for the Annual Fund at Columbus School for Girls. He is Past President of the Columbus Country Club and a Past Executive Board Member of Junior Achievement of Central Ohio.

 

Randy Graham

Financial Planner

Email Address

Randy.Graham@LFG.com

Randy Graham joined Lincoln Financial Advisors in 1991. He began his specialized practice, Midwest Retirement Consultants, to help people create strategic plans towards achieving financial goals for their retirement years. He grew his practice over the years from referrals of existing clients. Randy's focus has always been to assist clients of all income levels, manage their assets with the goal of having security in their later years. Randy has an excellent staff that have been with him for many years that help service his clients.

Randy Graham is a registered representative of Lincoln Financial Advisors Corp. Midwest Retirement Consultants is not an affiliate of Lincoln Financal Advisors Corp.

 

Mitchell H. Grant, ChFC

Financial Planner

Email Address

Mitch.Grant@LFG.com

Website

www.granitecapitaloh.com

Mitchell Grant formed his financial planning practice with Lincoln Financial Advisors in 1989. The focus of his practice is retirement and estate planning as well as employee benefits and investment services for affluent individuals and small business owners. He is a 1976 graduate of Upper Arlington High School and earned a B.A. in Communication Journalism in 1980, from The Ohio State University. Mitch has attended the Aetna Institute for employee benefits and has acted as a group leader, helping instruct the Dale Carnegie School Sales Leadership graduate course for Columbus in 2001.

Mitch was a member of the 2001 Class of Leadership Columbus. Mitch and his wife Lori and daughter Gabriella live in Dublin, Ohio where they attend St. Brigid of Kildare Church. Mitch is a member of the Planned Giving Committee at St. Brigid and serves on the advisory committee of the Catholic Foundation of the Columbus Diocese. He has served on the board of the Dublin Chamber of Commerce and is currently on the board of The Ohio State University chapter of Phi Kappa Psi Fraternity.

Mitch is a frequent speaker at seminars, universities and community organizations. He holds a FINRA (NASD) Series 7 registration for securities and has earned the Chartered Financial Consultant designation from the American College in Bryn Mawr, Pennsylvania. He is a regular qualifier for the Million Dollar roundtable and has qualified for Lincoln Financial Advisors prestigious Presidents Cabinet more than 15 times.

Mitch is a member of Lincoln Financial Advisors' prestigious Premier Partners producer group.

Mitch is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor.

 

Paul A. Gydosh, Jr., CFP®

Financial Planner

Email Address

Paul.Gydosh@LFG.com

Website

www.KensingtonWealth.com

As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides counseling and implementation strategies for wealth preservation and transfer. Our clients include successful individuals, professional, business owners and executives of private and public enterprises. Paul helps accomplish his clients' objectives through financial, estate and investment planning as well as tax reduction and charitable giving strategies. He has been listed in WORTH Magazine as one of the top 250 financial advisors in America in multiple years. Business First of Columbus has listed him among its Top Financial Planners in multiple years. Columbus CEO Magazine has named Paul a Superstar in the Finance and Accounting category. Paul maintains the professional and educational requirements for the certification as CERTIFIED FINANCIAL PLANNER™ (CFP®). He also maintains Series 7, 6, 62, 63 and 66 securities registrations and insurance licensing in many states. He is a co-author of the book, "Giving: Philanthropy for Everyone." He has written numerous published articles on advanced estate planning and frequently lectures across the nation on the subjects of finance, investing and charitable giving. Paul has made numerous media appearance on television, radio and in print, including Fortune Magazine, Kiplingers and others. He regulary addresses industry, academia and client organizations on topics of current interest.

Paul received a master's degree in Business Administration from the Fuqua School of Business at Duke University in Durham, North Carolina. He also received a bachelor's degree in Electrical Engineering from Ohio University in Athens, Ohio. He is affiliated with Lincoln Financial Advisors and is a perennial Chairman's Council qualifier, active in several national industry advisory councils, and is past chair of the practice development committee as a board member of The Resource Group of Lincoln Financial Advisors. Paul's civic and community involvement, past or present, includes: Board of Visitors of the Russ College of Engineering & Technology at Ohio University, Adjunct Professor of Finance at Franklin University, Chairman of the Mayor's Advisory Council on Voluntary Services (Columbus), Professional Advisory Council Member at The Columbus Foundation, Member of COSI's Community Board, Board Member of the Caring Program for Children, President of the Duke Club of Columbus, and a Kilbourne Society Member at the Children's Hospital Foundation; as well as leadership positions in Dublin Rotary, Worthington Education Foundation and Upper Arlington Schools Business Advisory Council. Paul, a licensed pilot, is married with two grown daughters and lives in Powell, Ohio.

Paul Gydosh is a registered representative of Lincoln Financial Advisors Corp. Kensington Wealth Mangement, Ltd. is not an affiliate of Lincoln Financial Advisors Corp.

 

Michael L. Hackett, CFS®

Financial Planner

Email Address

Mike.Hackett@LFG.com

Website

www.hackettwealthmanagement.com

Michael L. Hackett is an Investment Adviser Representative and Registered Representative with Lincoln Financial Advisors Corp. He is a graduate of Franklin University with a Bachelor of Science degree in Finance. He holds a Certified Fund Specialist designation (CFS) and maintains a Series 7 securities registration and insurance licensing with various companies in many states. Mike has been a Financial Planner since 1987 and specializes in retirement and investment planning. Mike is a Chairman's Council qualifier and a member of The Resource Group of Lincoln Financial Advisors. Mike’s philosophy is “to build a strong, ongoing relationship with each client to assist them towards reaching their financial goals. The best interest of the client is my foremost consideration.”

 

Ben T. Huddle, CFP®, CRPC

Director of Financial Advisory Services

Email Address

Ben.Huddle@LFG.com

Ben is a Director of Financial Advisory Services for Lincoln Financial Advisors. As head of the National Planning Team's Wealth Management discipline, he is responsible for the development, training, and implementation of fee-based financial planning for the affluent markets. Ben also has responsibilities for Lincoln Financial Network's Corporate Consulting Services initiative as well as the Retirement Planning Group.

In addition to his involvement in both case design and as an advisor to financial advisors locally, regionally, and nationally, Ben is also active as a speaker/trainer for Lincoln Financial Network across the country. He has served on the faculty at Planning Forum, Fall Focus, Vice President's Seminar, and various Management Sessions, and currently serves on the Investment Policy Committee.

Since joining Lincoln Financial Advisors in 1996, Ben has focused on wealth accumulation, distribution, and preservation for wealthy executives and professionals. His experience also includes over a decade in the banking industry serving the needs of an exclusive high net worth clientele in private banking and corporate structured finance.

Ben received his Masters in Business Administration from The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. He also maintains his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation

 

Jeffrey D. Lammert, CFP®

Wealth Planning Advisor

Email Address

Jeffrey.Lammert@LFG.com

Jeff is responsible for creating and implementing personalized and comprehensive financial plans focusing on investment portfolios, retirement, personal risk management, and estate planning solutions. Jeff customizes investment portfolios designed to help toward meeting each client’s individual goals and objectives.

Jeff has over 18 years of experience in the financial industry and in 2008; he received his CERTIFIED FINANCIAL PLANNER™ certification. As a CFP® certificate, Jeff has agreed to comply with all applicable laws and regulations, including CFP board’s Code of Ethics, and to act in an ethical and responsible manner in his professional activities. Jeff received a Bachelor of Science in Family Resource Management from Ohio State University.

Jeff resides in Lewis Center with his wife Mo, daughter Arya and son Riyan.

 

Christian Laver

Financial Planner

Email Address

Christian.Laver@LFG.com

Website

www.christianlaver.com

Christian Laver, a financial planner with more than twenty six years experience, has been a lifelong Columbus resident. A 1975 Upper Arlington High School graduate, Mr. Laver attended Miami University, and later received his B.A. in Finance from The Ohio State University in 1981. He has been a Registered Representative and an Investment Advisor Representative with Lincoln Financial Advisors Corp. since 1989. He holds FINRA Series 7 & 63 Registrations, and Life, Health, and Annuity Licenses. Professional and Community Highlights: A qualifying and life member of the Million Dollar Round Table, he has attained the prestigious Top of the Table honor six times and Court of the Table 18 times. Mr. Laver is a former trustee with the Columbus Association of Insurance and Financial Advisors and also is a member of the Society of Financial Service Professionals. Chris is a member of the prestigious Lincoln Financial Advisors Resource Group and Premier Partners. These groups are made up of some of the top minds within Lincoln Financial Advisors and provides close access to vast industry knowledge and resources. He has prepared local presentations for the American Cancer Society and Special Olympics. Christian has also been a guest speaker at both The Ohio State University and Ohio University, Upper Arlington Parks and Recreations, numerous community groups as well as teaching professional continuing education classes. He is frequently asked to speak on special needs financial planning. A former Director of the Upper Arlington Civic Association, he is a Past-President of the Board of Trustees of the Upper Arlington Educational Foundation and Past-President of the Upper Arlington Alumni Association. In addition, he is a life member of The Ohio State University Alumni Association. He also serves on the Board of Trustees of Vaud-Villities Productions and the Ohio Performing Arts Academy. Mr. Laver was also recently appointed to serve on the Association Board of Directors for the Columbus Zoo and Aquarium where he is a Strategic Advisors sitting on the development committee. Each December, Christian plays the role of Santa Claus for his community's children.

 

Richard J. Martin, MS, CFP®

Financial Planner

Email Address

Ric.Martin@LFG.com

Website

www.BluestoneWP.com

Ric joined Steinhaus Financial Group in 1990 and in 1999, was named Columbus Regional CEO of Steinhaus, an affiliate of Lincoln Financial Advisors Corp. In addition to building his personal financial planning practice, he led and supported a team of 200 financial planners and management personnel who provide estate, business succession and investment strategies to affluent corporate executives, business owners and retirees.

Before being named the Columbus and Fort Wayne Managing Director (MD) Ric worked as the Investment Sales Coordinator (ISC) where he achieved 2nd place in the country as the ISC of the year. Prior to that, Ric worked in banking and financial services since 1982. Ric resigned his MD position in 2005 to dedicate 100% of his time back into his practice. Ric’s business specializes in working with Retail executives of LBrands; Big Lots; Ascena, which owns retailers such as TweenBrands and Lane Bryant; DSW and Abercrombie & Fitch. He is a consistent Chairman’s Council planner, while gaining Top of Council since 2011.

A recognized leader in the Columbus area, Ric has published articles on financial planning in Business First, the Columbus Dispatch and is frequently quoted in national publications on building a financial planning practice. At Ric's leadership, Steinhaus won the Corporate Caring Award in 2001 and 2005. Ric's biggest professional achievement came when he was recognized in Business First's 2001 "40 under 40". This award recognized the 40 greatest leaders in the community under the age of 40.

Ric received his B.S. in Finance from The Ohio State University in 1985. In 1993, he received his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning and is currently pursuing his Masters in Financial Planning.

Ric is Chairman of the Holding Company of the Buckeye Ranch; a non for profit that provides hope and healing to children dealing with mental health, emotional, behavioral, and substance use issues. He has held a board seat with the Buckeye Ranch for over 18 years. He also held a seat on the Executive Board of the LPGA's Wendy's Championship for Children and past Charter board member of the Young Professionals (Zookeepers) at the Columbus Zoo. He is also a member of the Legal & Professional Advisory Committee of the Columbus Foundation.

Ric and his wife, Lori, reside in Dublin. They have two children: Linley, an internal wholesaler for Lincoln National’s AdviceNext team and Gabe, a student at Miami University.

Ric Martin is a registered representative of Lincoln Financial Advisors Corp.

 

Andrew L. Michel, CLU®, ChFC®

Financial Planner

Email Address

Andy.Michel@LFG.com

Website

www.BluestoneWP.com

Andy provides advice and implementation strategies for wealth accumulation and preservation. His clientele includes professionals, individuals and business owners. He accomplishes his clients’ financial objectives through business succession, estate, investment and retirement planning utilizing sophisticated tax reduction strategies.

Andy received a Bachelor of Science in Marketing Management from Western Governors University. He maintains the professional and educational requirements for the designations: Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He holds securities and insurance licenses in many states. 

He is a current member of the Westerville Area Chamber of Commerce as well as the Financial Planning Association. In the past, he has been involved in a number of civic and social organizations. These include Westerville Education Foundation-Past President, The Westerville Chamber Foundation-Past President, Toastmasters International–Past Treasurer, and Rotary Club of Westerville-Former Board Member.  Andy is married and resides in Westerville.

 

Michael H. Mulhern, CPA (Inactive), CFP®

Financial Planner

Email Address

Mike.Mulhern@LFG.com

Website

www.totalretirementsolutionsllc.com

Mike’s experience in public accounting and his past business ownership assists him in understanding his client’s financial goals. Mike’s in-depth knowledge of the financial industry helps him to provide guidance in the development of comprehensive financial plans. His areas of expertise include financial independence analysis, investments, insurance review, estate and investment planning, and pension plans. Mike’s ability to bring creative design ideas as well as his enthusiasm for his work provides a positive experience of financial planning. He is a 1981 graduate of John Carroll University with a BSBA.

 

R. Michael O'Brien, CFP®, CRPC®, CRPS®

Financial Planner

Email Address

Mike.O'Brien@LFG.com

Website

www.BluestoneWP.com

Mike O'Brien, CFP®, CRPC, CRPS joined Lincoln Financial Advisors in 2001. For the previous 15 years he worked with Financial Resources Advisory Service and assisted clients in developing and managing financial resources through generation of extensive financial plans. Currently, Mike's objective is to help his clients design and live the life of their choice through the accumulation and conservation of their financial resources. He is responsible for assisting clients with the coordination and management of their financial resources through development of a comprehensive financial plan. Mike's areas of expertise include retirement, investments, education funding, estate and business succession planning.

Mike graduated from Miami University in 1979 with a Bachelor of Arts in Political Science. In 1992, he completed the CFP® Professional Education Program certification from the College for Financial Planning. Mike earned the Chartered Retirement Planning Counselor designation in 2008, and the Chartered Retirement Plans Specialist designation in 2014.

 

Don Parkhill

Financial Planner

Email Address

Don.Parkhill@LFG.com

Your Future • Your Family • Your Legacy: Planning is for and about the client. Don and his team use a five step process, The Custom Wealth Architect™, to help clients plan for a sound financial future. The first step is to get to know clients and what is important to them and who and what they care about. The next step is The Strategic Blueprint, helps clients determine if their current financial planning will help them accomplish their desired vision. The Goals Navigator brings together their financial planning focus. Step four is the implementation phase. As the client’s life, family and world evolves, the fifth step completes the process by focusing on timely updates made according to how changes impact the client’s vision and financial future.

Since graduating from law school in 1983, Don has been helping successful families and business owners plan for their financial future. His experience includes working for the “Big Eight” accounting firm, Price Waterhouse, and a Columbus, Ohio law firm. Don and his team offer fully integrated investment, retirement and business owner and wealth transition planning. They also work with clients to envision the impact they wish their wealth to have on their family and their community / charities. He understands that collaboration with other client advisors is fundamental to successful planning, so that all are on “the same page” working on behalf of the client.

Don received his B.S. in Business Administration from The Ohio State University in 1980. He is a non-practicing attorney, admitted in the State of Ohio. Don has attended the Institute for Preparing Heirs in Malibu, CA, lead by Roy Williams and the Williams Group and is a member of the Purposeful Planning Institute in Denver, CO.

Don and his wife, Sheila, live in Westerville with their daughter, Annie. They are adjusting to their son now living away, attending Ohio University. When not working, you may find Don traveling with his family, attending his daughter’s basketball games or driving on weekends with his son.

 

Darnell Perkins

Financial Planner

Email Address

Darnell.Perkins@LFG.com

Darnell is a veteran financial planner with Lincoln Financial Advisors, whose areas of expertise are retirement planning and wealth management. Darnell is a long time resident of Worthington, Ohio and a graduate of The Ohio State University. He holds FINRA Series 7 & 63 registrations and Life, Health, and Annuity licenses. Darnell's strengths include thinking creatively and critically with his clients to understand and solve their problems and to work within standard structures and processes. Darnell is a board member and Past President of the Rotary Club of Dublin-Worthington. He also is on the board of the Peggy G. McConnell Arts Center of Worthington and is a member of the Finance committee. He is a past board member of the Thurber House, the Homeless Families Foundation, the Worthington Education Foundation, and the Worthington Arts Center. Darnell and his wife, Carmen, have two adult sons, Damien who resides in Columbus and Justin who lives in Brooklyn, NY.

 

Adam Pusateri, CFP®

Financial Planner

Email Address

Adam.Pusateri@LFG.com

Website

www.BluestoneWP.com

Adam joined Lincoln Financial Advisors in 2001 as part of the company's college internship program. He transitioned into a full-time financial planner in 2002 upon graduating from Miami University with a double major in Finance and General Business. In 2003 Adam partnered with Mike O'Brien, and in 2014 earned his CFP® (CERTIFIED FINANCIAL PLANNER™) certification through the American College. In addition to his financial planning services, Adam also has access to several local CPA's.

 

Terry L. Sanders, CLU, ChFC, CFP®

Financial Planner

Email Address

Terry.Sanders@LFG.com

Website

www.sagemarkcolumbus.com

Mr. Sanders practice, which spans three decades, is client-centered and is built upon a philosophy of "Serve First, Last, and Always"SM. His focus is on helping clients build a financial plan uniquely tailored to their personal objectives for financial security and the preservation of the assets they have created. Specific areas of expertise include estate and business owner planning, investment and accumulation planning, and charitable planning and insurance.

Terry received his undergraduate degree from the University of Toledo in 1972. In 1985, he received his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, and in 1991 he received both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College in Bryn Mawr, Pennsylvania.

 

John W. Schatz, CRPC®

Director of Financial Planning

Email Address

John.Schatz@LFG.com

John Schatz joined Lincoln Financial Advisors in 2000. John is currently the Director of Financial Planning. He not only works with financial planners within his offices, but also nationally with financial planners and managers throughout Lincoln. John has also been in private practice since 2002. He specializes in investment and estate planning for the affluent.

John is currently serving on several Advisory Boards for Lincoln Financial Advisors.

John graduated from The Ohio State University in 2000 with a degree in  Family Resource Management.  He and his wife, Carrie, live in Hilliard with their two children, William and Mazzina.

 

Kristen Sydney, JD*, CFP® CLU ChFC

Financial Planner

Email Address

Kristen.Sydney@LFG.com

Website

www.sagemarkcolumbus.com

Ms. Sydney's wealth advisory experience spans four decades in the areas of estate, business continuity, investment, charitable giving and insurance. She has authored numerous articles on advanced estate planning and is a frequent lecturer at investment industry meetings and seminars throughout the nation. She adheres to the Lincoln Financial Advisors philosophy to "Serve First, Last and Always"SM, making her clients security her priority. As your advocate, she focuses on what is most important to you and the actions you must take to have the greatest opportunity towards achieving your goals. She will become the "guardian of your objectives."

Ms. Sydney received her undergraduate degree from the University of Michigan, her Chartered Life Underwriter's and Chartered Financial Consultant's designations from The American College. She graduated from Capital University College of Law with a Juris Doctorate in 1986. She has also received her CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning. In 2002, she was inducted into the Sam A. Chickerella "Hall of Fame" sponsored by the Society of Financial Service Professionals in Columbus, Ohio.

*Licensed, not practicing.

 

Paula Tarpey

Financial Planner

Email Address

Paula.Tarpey@LFG.com

Website

www.KensingtonWealth.com

As COO and shareholder of Kensington Wealth Partners, Ltd., Paula focuses on the implementation of strategies for wealth accumulation, preservation and transfer. She ensures that all of our clients' financial plan objectives are met by interfacing with their legal and accounting advisors and other national planning design resources. Paula also participates in the design process of financial, estate and investment planning, and tax reduction and charitable giving strategies and is responsible for investment portfolio design and execution. She develops strategies for overall risk management and solutions for concentrated stock positions. Her background also includes almost ten years of commercial and private banking experience with several years of investment banking, specifically to the telecommunications and technology industry focusing on access to capital and financing opportunities. Paula received a Bachelor of Science Degree in Finance from Miami University in Oxford, Ohio. She holds the Series 7 securities registration through the Financial Industry Regulatory Authority (FINRA). Paula has been honored with national speaking engagements on the topics of financial planning case design, portfolio investment tools for chartiable foundations and practice management. Locally, she has presented to woman's business organizations. She has participated in a number of business and social organizations. Past and present volunteer activies include, Finance Committee Member of the Boys & Girls Clubs of Columbus, Board of Trustees for Center for New Directions (United Way agency), Mayor's Equal Business Opoprtunity Council, and Director of Campaign Fundraising for Olentangy For Kids. Paula is married, has two children, and lives in Lewis Center, Ohio. She is an avid runner and completed the Boston Marathon in 2007.

Paula Tarpey is a registered represenatie of Lincoln Financial Adviors Corp. Kensington Wealth Partners, Ltd. is not an afiliate of Lincoln Finanial Advisrs Corp.

 

Ryan Wade

Financial Planner

Email Address

Ryan.Wade@LFG.com

Ryan Wade, a financial planner with Lincoln Financial Advisors, Corp., has professional experience in the financial services industry.  Ryan's areas of expertise include financial, estate and investment planning for professionals, qualified pension plans, matching group annuities and employee benefits.

Outside of Ryan's professional endeavors, he enjoys spending time with his family. A former college athlete, Ryan graduated from McNeese State University with a Bachelor's of Science degree in Accounting. Ryan enjoys competitive golf, football and basketball.

He looks forward to addressing your individual financial needs and prides himself in excellent client service. His honest & straight forward approach has been and continues to be his best asset.

 

G. Adam Weingartner

Financial Planner

Email Address

Adam.Weingartner@LFG.com

Website

www.BluestoneWP.com

Adam has been with Lincoln Financial Advisors for 10 years. Adam is a Level III candidate in the CFA program. This three part curriculum is a globally recognized charter that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge required in today’s investment world. It emphasizes the highest ethical and professional standards in the investment industry. Adam creates and implements personalized, objective and comprehensive wealth management advise to executives and professionals who do not have the time or resources to manage their finances as well as they manage their careers. Adam is a licensed continuing education instructor in all 50 states for life/health insurance and has spoken at Lincoln’s national “Fall Focus” planning conferences.

Adam graduated from the Fisher College of Business at The Ohio State University with a Bachelor of Science in Business Administration degree, specializing in finance. He is an active member of the Young Professionals of Columbus. Adam resides in Worthington with his wife Michelle and son Connor.