David Michael Ellerbrock

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.

Adam Bray is a CFP® with 15 years of industry experience, currently serving as an advisor at YSB Wealth Management since 2026. He previously worked at OSAIC and spent 11 years with Bishoff Financial Group, where he held the role of Chief Investment Officer and led the firm’s investment team. YSB Wealth Management is a fee-only investment adviser that provides wealth management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a personalized investment process combining strategic asset allocation with both passive and active approaches, and offers financial planning services at no additional charge.

Brynn Thompson is a financial advisor at Streamline Financial Strategies Ltd with one year of industry experience. She holds a Series 65 designation and has prior work experience at Streamline Insurance Solutions and AE Curbside. Thompson also works as a licensed insurance agent, dedicating a portion of her time to insurance sales. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high net worth clients. The firm offers managed accounts with tailored investment recommendations based on client objectives and risk tolerance, utilizing strategies such as strategic asset allocation and technical analysis.

Sarah Yount is a ChFC® with over 15 years of industry experience. She currently works at YSB Wealth Management and previously held roles at Bishoff Financial Group and Roble Belko & Company. YSB Wealth Management is a newly formed, fee-only advisory firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning with a personalized investment process that combines passive and active strategies within conservative to growth asset allocations.

Cody Schnipke is a CFP® professional with eight years of industry experience. He is currently with YSB Wealth Management and previously worked at The Bishoff Financial Group and Cambridge Investment Research Advisors. In addition to his advisory role, Schnipke is involved in tax preparation through Bishoff Tax Advisors. YSB Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning, employing a personalized investment process that combines passive and active strategies within conservative, balanced, and growth ranges.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and a network of affiliated businesses providing insurance, tax, and brokerage services.