Chad Bentz

Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Cory Hixson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Kingsview Wealth Management, LLC, where he has worked since 2025, following an 11-year tenure at Edward Jones. Outside of his advisory role, he manages Hixson Holdings, LLC, a business he has operated since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a diverse client base including individuals, high-net-worth clients, pensions, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering access to a wide range of investment instruments and third-party managers.

Tony Dalton is a financial advisor with Kintra Wealth, LLC and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Commonwealth Financial Network, McCarthy & Cox, MSI Financial Inc, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. Dalton also spends a small portion of his time involved in fixed insurance sales. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized business-exit planning and institutional services. The firm integrates comprehensive financial planning with discretionary portfolio management, employing both proprietary models and a mix of active and passive strategies.

Tyler Metzger is a CFP® and Series 66 licensed advisor with Kintra Wealth, LLC, based in Marysville, Ohio. He has four years of industry experience and has worked at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and Western Southern Life. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners. The firm emphasizes comprehensive financial planning and discretionary portfolio management using proprietary models and a mix of active and passive strategies.

James Cox is a CFP® with 22 years of industry experience, currently serving at Kintra Wealth, LLC. He has worked at McCarthy & Cox since 2007 and was affiliated with Commonwealth Financial Network from 2007 to 2023. Outside of financial advising, Cox is involved in managing several private entities that operate and own golf courses in Marysville, Ohio. Kintra Wealth, LLC advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, with specialized services for privately held business owners and institutions. The firm combines comprehensive financial planning focused on life transitions with discretionary portfolio management that uses proprietary models and a blend of active and passive strategies.

Ryan Mickelson is a CFP® with 19 years of industry experience, currently advising clients at Kintra Wealth, LLC. Prior to joining Kintra in 2026, he spent 17 years at McCarthy & Cox Retirement and held a position with Commonwealth Financial Network for 14 years. He also conducts fixed insurance sales as an agent. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized business-exit planning. The firm combines comprehensive financial planning with discretionary portfolio management using proprietary models and a blend of active and passive strategies.