Daniel Croy

Jeffry Hamilton is a CFP® with 23 years of experience in the financial industry. He has been the sole advisor at Roscoe Financial since 1997. Roscoe Financial serves mainly individual investors, including retirees, professionals, and those managing inheritances or retirement distributions, as well as charitable organizations and fiduciaries for impaired persons. The firm emphasizes client-focused strategic asset allocation using low-cost index and index-like funds, with tailored portfolios governed by written investment policy statements and regular monitoring.

Joshua Fisher is a financial advisor with Plan A Wealth, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in managing an office building jointly owned with his spouse that is leased to his firm. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment vehicles including stocks, bonds, ETFs, options, and mutual funds, offering both discretionary management and stand-alone planning tailored to clients’ risk tolerance and time horizon.

H Thompson is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 36 years of industry experience and has worked at firms including LPL Financial and Creative Financial Designs, Inc. Thompson also manages the Muskingum Valley Rod & Gun Club as a managing partner. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, and retirement plan consulting through a network of 219 advisors using a combination of model portfolios, third-party managers, and technology platforms.

Kaden Smith is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked in various positions including at DoorDash and The Ohio State University. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm uses a combination of model portfolios, sub-advisors, and technology platforms to provide asset management and financial planning services through a network of over 200 advisors.

Nicholas Schmitt is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with OSAIC Institutions, INC. and has prior experience at The Home Loan Savings Bank and Infinex Investments, Inc. Outside of his advisory work, Schmitt is a songwriter and musician performing under the name Nick Barrett. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s advisory approach involves both fundamental and technical analysis and features a predominantly non-discretionary asset base.

Charity Lower is a Series 66-credentialed financial advisor with The Huntington Investment Company, bringing 16 years of industry experience. She has worked with Huntington and its affiliated entities since 2008. Outside of her advisory role, she is involved in a family-owned dairy farm where she assists with daily operations. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven platform that integrates third-party and proprietary investment strategies and offers specialized services including tax management and impact/ESG overlays.