Carleton Amasa Hollister

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Bowling Green State University since 2019, where he is a senior financial accountant. Additionally, he provides seasonal tax advisory services as an independent contractor for Intuit TurboTax. Selhorst Services provides tax preparation, tax planning, financial planning, and investment advisory services with a focus on comprehensive financial planning. The firm uses historical asset-class analysis and diversification strategies to develop asset allocations tailored to clients’ risk tolerances and time horizons, emphasizing expense minimization and tax efficiency, while not managing assets or maintaining custody of client funds.

Kelsey Burke is a financial advisor at Apricity Financial Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked nine years at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she is involved in podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent investment adviser serving individuals, high-net-worth clients, and small businesses. The firm emphasizes asset allocation and Modern Portfolio Theory in its investment approach, using primarily mutual funds and ETFs with a passive management style, and offers ongoing financial planning along with educational seminars and speaking engagements.

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

Charlotte Sargeant is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC since 2010. She is also the managing member of North Coast Financial Advisors, Ltd., which owns a significant portion of her firm, and of Swiss Co., Ltd., a commercial real estate entity. Additionally, she holds a license as an insurance agent for fixed insurance products. Heritage Financial Advisors provides fee-only financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm emphasizes cost-efficient index mutual funds and ETFs within portfolios constructed using Modern Portfolio Theory and fundamental analysis, serving a broad client base that includes numerous charitable and institutional clients.