Jake Fashner

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.

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.

Lori Gross is a financial advisor at Wellness Investment Advisers LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wellness Investment Advisers since 2016 and Outlook Financial Center since 2015. Outside of her advisory role, Gross is also an insurance agent with Outlook Financial Center, dedicating approximately half of her time to this activity. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, along with services for pension and profit-sharing plans and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis and incorporates third-party managers while maintaining oversight.

Dustin Beam is a CFP® professional with 25 years of experience in financial advising. He is currently with Pathways Wealth Management, Inc., where he has worked since 2010, and previously spent ten years at L.M. Kohn & Company. Beam holds Series 63 and Series 65 licenses and is licensed in Ohio for accident, health, life, and variable insurance. Pathways Wealth Management advises individuals, trusts, estates, business entities, and qualified retirement plans, serving both high-net-worth and non-HNW clients as well as institutional-style accounts. The firm combines long-term asset allocation with fundamental, technical, and cyclical analysis, offering discretionary and non-discretionary management tailored to client objectives.

Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pathways Wealth Management since 2010, with a ten-year tenure at LM Kohn & Company. Outside of her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management advises individuals and various entities, including trusts, estates, business entities, and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non-HNW clients and employs a long-term asset allocation strategy combined with fundamental, technical, and cyclical analysis.