Jeffrey Ryan Williams

Eric Potts is a financial advisor at Moment Financial Planning in Circleville, OH, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Key Performance Ideas, Inc., Accelalpha Inc, Pivotal Drive LLC dba Nova Advisory LLC, and Equinix, Inc. In addition to his advisory work, Potts owns and operates Proven Path Tax Services as a tax preparer. Moment Financial Planning provides investment advisory and financial planning services to individual clients, focusing on passive portfolio construction using index mutual funds and ETFs. The firm works with third-party money managers and utilizes the Betterment for Advisors platform for trade execution and ongoing portfolio reviews.

Timothy Hamilton is a CFP® with 14 years of industry experience and has been the sole advisor at FinancialFamilies since 2014. He holds a Series 66 license and serves as a volunteer Finance Officer for the Civil Air Patrol in Maxwell, Alabama. FinancialFamilies provides financial planning and investment review services to individual and high-net-worth families, focusing on tailored, non-discretionary plans that cover retirement, estate, tax, insurance, business planning, cash flow, and college savings. The firm emphasizes client-specific recommendations and periodic reviews, using various analytical methods and typically recommending mutual funds, ETFs, REITs, and fixed-income instruments.

Dylan Bastress is a financial advisor at PACE Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles in fire departments and various companies such as Amazon and Limited Brands. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies tailored to client needs.

Scott Iversen is a financial advisor with Advisors Capital Management, LLC, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Frontier Asset Management LLC, Northstar Securities LLC, Cross State Financial Group LLC, and Foothill Securities, Inc. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions, employing a combination of top-down and bottom-up analysis across equity, fixed-income, and tactical approaches.

Kasey Hammer is a financial advisor with ValMark Advisers, Inc. in Lancaster, Ohio, holding a Series 63 designation and bringing 16 years of industry experience. He has been with ValMark Advisers since 2014 and also maintains roles with Valmark Securities and Fairfield Financial. Outside of investment advising, Hammer is involved in several business activities including serving as president of an accounting and tax consulting firm, selling craft items at shows, and volunteering as treasurer for a local elementary school PTO. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Ronald Ruff is a financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has been with ValMark Advisers since 2000 and leads Ruff & Associates, Inc. since 2015. Outside of his advisory work, he serves as Vice-President of Hammer, Ruff & Associates, a CPA tax and accounting firm, and is involved with the Fairfield County 4-H Endowment Board as a past chair. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of financial products including proprietary ETF portfolios and annuity solutions.