Chad L Tennant

Thomas Kleptz is a financial advisor at Turnstone Financial in Troy, OH, holding a Series 65 designation with 11 years of industry experience. He has been with OT Financial, LLC d/b/a Turnstone Financial since 2014. Turnstone Financial provides manager selection, supervision, and portfolio monitoring services for individuals, high-net-worth clients, and charitable organizations, often serving as corporate trustee through Turnstone Private Trust. The firm employs a long-term investment approach based on modern portfolio theory and conducts thorough due diligence on third-party subadvisers managing client assets.

Rusty Miller is a financial advisor at Aegis Wealth Management, Inc. with 22 years of industry experience. He previously worked at Bcj Capital Management and Horter Investment Management, LLC. Miller is also the owner of American Liberty Financial Network, where he is involved in insurance sales. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through a team-based approach that utilizes several sub-advisers.

Justin Cress is a financial advisor with Stonex Advisors Inc. in Troy, Ohio, holding 23 years of industry experience. He has previously worked at LPL Financial and Raymond James Financial Services. Outside of advisory work, Cress serves on the local school board and holds leadership roles in several local businesses, including indoor tanning salons and a barber/beauty salon. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and model-based solutions, supporting a range of account structures and investment restrictions.

Adam Fullenkamp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. since 2021. He also works with Seniormark LLC, where he is involved in soliciting Medicare Health Insurance. Creative Financial Designs serves individual and institutional clients, offering investment management and financial planning through various strategies, including a notable suite of Biblical Responsible Investing options. The firm employs asset-class model allocations informed by third-party research and provides both discretionary and non-discretionary management across a broad range of investment approaches.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Stefan Biddinger is a financial advisor at Lincoln Investment with 5 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Western & Southern Life and Northwestern Mutual. Outside of his advisory work, Biddinger serves as a lay pastor at Xenia Nazarene, providing preaching and pastoral duties. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers comprehensive financial planning and portfolio management supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.