Cole Bradley Graeser

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.

Chad Tennant is a financial advisor with The Freedom Experience, Inc., holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at Landmark Investment Group, TWAMS Financial Planning, Summit Wealth Management, and First Command. Outside of advising, he manages a professional liaison management services business. The Freedom Experience is an independent wealth management firm serving primarily high-net-worth individual households, as well as charitable organizations, trusts, and estates. The firm offers discretionary investment management and comprehensive financial planning, utilizing fundamental security analysis and a diverse mix of domestic and international securities.

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 five years of industry experience, currently advising at Creative Financial Designs, Inc. in Sidney, Ohio. He has been with Creative Financial Designs since 2021 and is also involved with Seniormark, where he participates in Medicare health insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations adjusted by an Executive Investment Committee and offers specialized services including Biblically Responsible Investing strategies.

Daniel Hoelscher is a CFP® professional with 17 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2019. He has also been associated with SeniorMark, LLC since 2009 and works as an independent insurance agent. Outside of financial advising, he is president of LoveTruthFully, Inc., a nonprofit focused on teaching Christians. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations with multiple risk objectives and offers Biblically Responsible Investing strategies, supported by an Executive Investment Committee and third-party research.