Daniel Lee Gilbert

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.

Sunil Kulkarni is a CFA® charterholder with 19 years of industry experience and holds a Series 66 license. He is the sole advisor at Nuts2Invest.com, LLC and has worked at Emerson Electric since 2002, where he is involved in engineering management and new compressor product development. Nuts2Invest.com, LLC provides an online subscription platform offering portfolio-building and security-ranking tools for individual investors. The firm uses a proprietary software engine to generate objective rankings and portfolio recommendations, serving users who implement their own investment decisions.

Steven Crane is a ChFC® credentialed financial advisor with one year of industry experience, currently operating as the sole advisor at Financial Legacy Builders in Fairborn, Ohio. He has a diverse professional background that includes strategic consulting, founding a medical services company supporting military veterans, authoring and public speaking, and leading a nonprofit focused on veteran mentorship. Additionally, he is involved in several ventures related to veteran networking, wellness coaching, and organizational training. Financial Legacy Builders is an independent, single-advisor registered investment adviser providing wealth management and financial planning services to individuals and high-net-worth clients. The firm utilizes a discretionary portfolio management approach combining passive and active strategies tailored to client goals, offering services that include socially responsible investing and estate-planning coordination through third-party professionals.

Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with Series 66 credentials and three years of industry experience. His prior work includes roles at StoneX Securities Inc and several positions in insurance and sales. Outside of financial advising, he is involved in aerial photography and videography through his business, Fly Guys, and participates as a client partner in an Amazon e-commerce venture. Miami Valley Portfolio Management provides discretionary asset management to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy using technical signals to manage portfolios across various asset classes.

Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.

Beau Bryant is a CFP® with 14 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2026. He previously worked at Resolute Wealth Advisor, Inc. and J.P. Morgan Securities, among other firms. Beyond his advisory role, he owns BBTP, LLC, providing data and tax preparation reviews as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, pension consulting, and participant education to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm uses both fundamental and technical analysis, incorporates various trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.