Brian Kenneth Davis

Matthew Ruttenberg is a financial advisor with Life, Inc. Retirement Services, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, J.W. Cole Advisors, Fifth Third Securities, and PRUCO Securities. Outside of his advisory work, he is a co-owner of a financial planning firm and part-owner of a financial education provider. Life, Inc. Retirement Services offers portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients. The firm employs fundamental and quantitative analysis alongside modern portfolio theory, managing assets mostly on a non-discretionary basis while combining retirement plan consulting with insurance services.

Richard Kamp is a financial advisor with Regents Wealth Management, LLC in Delaware, Ohio. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 14 years of industry experience. Prior to founding Regents Wealth Management, he worked at Costco Wholesale for 11 years and has been associated with American First Capital Financial Services, Inc. since 2001. Regents Wealth Management, LLC is a state-registered investment adviser focusing on non-discretionary retirement income planning, financial planning, and asset management for individuals, families, and closely held businesses. The firm emphasizes tailored, income-focused portfolio construction and retirement distribution planning using mutual funds and ETFs, providing recommendations without discretionary trading or speculative strategies.

Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.

Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.

Matthew Stewart is a CFP® and ChFC® with 17 years of industry experience. He has worked at Forestview Financial Partners, LLC since 2017 and previously held roles at Stratos Wealth Partners, VOYA Financial Advisors, and Mony Securities Corporation. Outside of his advisory work, he owns The Benefits Design Group, LLC, an insurance agency licensed in Ohio. Forestview Financial Partners serves individual clients, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory, utilizing a range of strategies including options, short sales, and allocations to alternative investments.

Michael Coury is a Series 65 licensed advisor with 12 years of industry experience. He has been with First Hedge Capital Management since 2013. The firm serves primarily high-net-worth individuals, trusts, estates, corporations, and institutional clients, providing discretionary portfolio management, sub-advisory services, and access to a private pooled investment vehicle. First Hedge Capital Management employs a technically driven, short-term investment approach focused on options and derivatives trading, managing accounts on a discretionary basis with active monitoring and leverage tools.