Hugh William Rhodes II

Trey Cochran is the principal of Cochran Wealth Management LLC, an independent firm based in Martinsville, Ohio. He holds a Series 65 designation and recently completed a finance degree in 2025. His prior experience includes roles in education and local government. Cochran Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, and small businesses. The firm constructs diversified portfolios using ETFs, mutual funds, and cash equivalents, applying fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments.

Charles Eastes is a financial advisor with STRATEGIC WEALTH ADVISORS GROUP, Inc. in New Vienna, OH, holding a Series 65 designation and 17 years of industry experience. He previously worked at United Advisors America for 16 years. Eastes also serves as a Regional Director and Insurance Agent for Alliance America Corporation, a life and health insurance agency. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm uses independent sub-advisors for asset management and offers ERISA plan services, along with public educational seminars on investment topics.

Kyle Rudduck is a CFP® and CFA® with nine years of experience in the financial industry. He is currently with Savvy, having joined the firm in 2026. His prior roles include positions at Alterntiv Wealth, Quadrant Capital Group, Constellation Wealth Advisor, Creative Planning, and Truepoint Inc. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by technology platforms and specialized sub-adviser strategies.

John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.

Jeffrey Myers is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as tax-loss harvesting and direct indexing.

Adam Harris is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank since 2017 and was employed by Sears Holdings from 2015 to 2018. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform, utilizing both third-party portfolio managers and advisor-directed strategies.