James David Smith

Mathew Gallaspie is a financial advisor at Edward Jones in Lima, Ohio, holding the CFP® designation and Series 66 license with 17 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

Adam Bray is a CFP® professional with 15 years of industry experience. He has worked at YSB Wealth Management since 2026 and previously spent 11 years with Bishoff Financial Group. Bray also held roles involving investment advisory and insurance agency leadership within the Bishoff organization. YSB Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach and offers ongoing portfolio management, financial planning, and annuity allocation advice.

Sarah Yount is a Chartered Financial Consultant (ChFC®) with over 15 years of experience in the financial services industry. She has worked at Roble Belko & Company for 10 years, followed by four years at Bishoff Financial Group, and currently practices at YSB Wealth Management. YSB Wealth Management, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach using a mix of passive and active investment vehicles, offering ongoing portfolio management, financial planning, and annuity allocation advice.

Cody Schnipke is a CFP® professional with eight years of industry experience, currently with YSB Wealth Management. He previously worked at The Bishoff Financial Group and Cambridge Investment Research Advisors. Schnipke also provides tax preparation services through Bishoff Tax Advisors. YSB Wealth Management is a fee-only registered investment adviser offering wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach utilizing both passive and active investment vehicles tailored to client goals and risk tolerance.

Shawn Goetz is a Series 65-licensed advisor with Reservoir Wealth Management in Lima, Ohio, where he has worked since 2019. He has six years of experience in the financial industry and previously spent 13 years at Magnam Truck & Equipment. Reservoir Retirement Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis, and offers discretionary investment management, comprehensive financial planning, and employee benefit plan consulting.