Blake Alexander Bagshaw

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.

Richard Carroll is a CFP® with 14 years of industry experience, currently serving at Bell City Wealth, Inc. in Hillsboro, OH. His work history includes roles at O'Dell Capital Management, Raymond James Financial Services, and Johns Hopkins University. He also provides investment advice to the City of Hillsboro's Treasury Investment Board. Bell City Wealth offers discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a structured investment process that integrates quantitative, fundamental, technical, and economic analysis across multiple model portfolios.

Mark Crowe is a financial advisor at Crowe Financial Group LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Crowe Financial Group since 2004. Outside of his advisory role, he owns and operates a farming business. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating strategies such as margin borrowing and options trading, to tailor portfolios to client goals and risk tolerances.

James Crowe is a financial advisor with Crowe Financial Group LLC in Hillsboro, OH, holding Series 63 and Series 66 designations and totaling 22 years of industry experience. He has been associated with multiple related entities since 2004 and serves as an insurance agent selling fixed insurance products. Outside of his advisory work, Crowe volunteers with the nonprofit Helping Hands for Hope and officiates basketball games on an as-needed basis. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategic approach incorporating fundamental, technical, and cyclical analysis, and utilizes advanced trading techniques including margin borrowing and derivatives in client portfolios.

Charles Eastes is a financial advisor with STRATEGIC WEALTH ADVISORS GROUP, Inc. in New Vienna, OH, holding a Series 65 designation and 17 years of industry experience. He previously worked at United Advisors America for 16 years. Eastes also serves as a Regional Director and Insurance Agent for Alliance America Corporation, a life and health insurance agency. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm uses independent sub-advisors for asset management and offers ERISA plan services, along with public educational seminars on investment topics.

Sarah Smart is a CFP®-credentialed advisor with Capital Analysts, bringing three years of industry experience. She has worked with Lincoln Investment and owns a business focused on tax preparation, accounting, and insurance services. In addition to her advisory role, she serves as an account data analyst for Fenix Parts. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.