Allen White

Trey Cochran is the principal of Cochran Wealth Management LLC, an independent firm based in Martinsville, Ohio. He holds a Series 65 designation and recently completed a finance degree in 2025. His prior experience includes roles in education and local government. Cochran Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, and small businesses. The firm constructs diversified portfolios using ETFs, mutual funds, and cash equivalents, applying fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments.

Michael Masterson is a CFA® charterholder with 13 years of industry experience. He is the sole advisor at Masterson Investment Counsel, an independent firm he has led since 2019. His prior experience includes roles at Bank of America and 1919 Investment Counsel, LLC. Masterson Investment Counsel provides discretionary portfolio management and retirement-plan advisory services to individual and institutional clients, incorporating customized Investment Policy Statements that may include ESG, faith-based, or values-based guidelines. The firm uses a value-oriented, fundamental research approach with multi-year investment horizons and manages a diversified client base that includes pension and profit-sharing plans, charitable organizations, and sovereign wealth-type mandates.

My goal is to help bring order to your financial life and help you make smarter financial decisions. I do this by focusing on what you care about the most – your spending ability. Together, we will figure out how much you can safely spend each year and how much you need to save. We will look for ways to safely increase your standard of living. My clients seek advice on a wide variety of issues. But they all share one thing in common… they want professional guidance and support to help them navigate the complexities of their financial life. We will work collaboratively because it is important that you be a part of the financial planning process. We will have real discussions about money and the things you want to accomplish in life. We will figure out how to put you back in charge of your finances and on the path to financial freedom. I grew up in Lexington, Massachusetts and then attended college in Tampa, Florida where I earned an undergraduate degree in finance from the University of South Florida. After graduating from college, I moved to San Diego, California where I lived for about 15 years working mostly in finance and accounting. In 1986, I obtained my California CPA license. In 1992, I became a Certified Financial Planner. In 1996, I returned to Massachusetts to become a partner in a local CPA firm and also obtained my Massachusetts CPA license. And then in 2004, I founded Spillane Financial Planning, Inc. to better serve the financial planning and investment needs of my clients. In 2023, after more than 25 years in Massachusetts, my wife and I decided to relocate to the historic town of Lebanon, Ohio. Over the years, I have gained valuable knowledge, experience, and insight that will benefit my clients. I look forward to hearing from you.

Benjamin De Bord is the sole advisor at Rovia Tree Financial LLC in Lebanon, Ohio. He holds a Series 65 designation and has seven years of industry experience, including four years as a self-employed advisor prior to founding Rovia Tree Financial in 2019. Rovia Tree Financial is a fee-only, state-registered independent advisory firm serving individuals and families with financial planning and discretionary portfolio management. The firm employs diversified investment strategies incorporating stocks, bonds, ETFs, and option contracts, with an emphasis on active risk management and long-term value creation.

Jonathan Ford Jr. is the sole advisor at JFJ Advisory Services LLC, a state-registered independent investment advisory firm based in Morrow, Ohio. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he has been involved with Mathnasium since 2018. JFJ Advisory Services provides discretionary investment management and a range of planning services to individuals, families, and retirement plan sponsors. The firm focuses on client-specific investment policy statements, employing long-term buy-and-hold strategies with tactical adjustments across diverse asset classes, including stocks, bonds, ETFs, mutual funds, options, and digital assets.

Roy Mcguffin is a financial advisor with Kapstone Financial Advisors LLC in Lebanon, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His work history includes roles at National Asset Management, United Advisors Services, and Ameriprise Financial Services. He is also a licensed insurance professional, dedicating less than 10% of his time to that activity. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans with wealth management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term and ETF/mutual-fund focused, using fundamental and technical analysis while accommodating shorter-term trading needs.