Craig Joseph Bauman

Mathew Gallaspie is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Harpst is a financial advisor at Infresh, Inc., holding a Series 65 designation with 15 years of industry experience. He has worked at InFresh Financial Network, LLC since 2011 and previously operated Harpst Insurance Services from 2010 to 2019. Infresh, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to individuals and employer-sponsored retirement plans. The firm employs a tactical asset-allocation strategy using mutual funds, ETFs, exchange-listed securities, and options, and offers pension consulting and implementation alongside discretionary portfolio management and an automated ETF-based investment program.

Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Zachary Donley is a Series 65-licensed financial advisor with one year of experience at Streamline Financial Strategies Ltd. He has prior experience as a self-employed professional and has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Streamline Financial Strategies Ltd provides investment advisory and portfolio management services to individuals and high net worth clients. The firm customizes recommendations based on clients’ objectives and risk tolerance, employing strategies such as strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Tammy Tonjes is a financial advisor with Tonjes Financial Group in Findlay, OH. She holds the PFS™ designation and has one year of experience in advisory services, alongside over a decade in tax preparation and accounting as a CPA and managing member of H&K Financial. In addition to her advisory role, she manages operations and client relationships at H&K Financial. Tonjes Financial Group is a fee-only, fiduciary firm that provides comprehensive financial planning and investment management to individuals, families, and business owners. The firm uses diversified model portfolios and tax-sensitive strategies and is formally affiliated with an independent tax and accounting practice, coordinating services under separate engagement terms.