Gail Adler

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked as a senior financial accountant at Bowling Green State University since 2019. Outside of his advisory role, he also provides seasonal tax advice as an independent contractor for Intuit TurboTax. Selhorst Services offers tax preparation, tax-planning, financial planning, and investment advisory services, focusing on comprehensive financial planning. The firm employs historical asset-class analysis and long-term diversification simulations to develop tailored asset allocations, emphasizing cost and tax efficiency, while integrating accounting and tax expertise into its financial planning approach.

Timothy Waller is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Kovack Advisors, The Huntington National Bank, and The Huntington Investment Company. Outside of finance, he has operated a personal training business and a gardening service. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Stanley Riggs is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill from 1989 to 2016 before joining Creative Financial Designs in 2016. Outside of his advisory role, he serves as a finance committee member for the Bowling Green Church of the Nazarene. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm utilizes asset-class model allocations informed by third-party research and provides a range of strategies from passive ETFs to tactically managed portfolios, including a notable suite of Biblical Responsible Investing options.

Nolan Dill is a financial advisor with Creative Financial Designs, Inc. in Bowling Green, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and professional sports organizations such as the Detroit Lions and Detroit Tigers. Outside of advisory services, he is involved in insurance sales through his DBA Standing Firm Financial and operates Nolan C Dill LLC, providing financial planning and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning solutions. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Financial Design Agency of Ohio and LPL Financial since 2021. Prior to his advisory roles, he held various positions in hospitality and education sectors. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.