Jennifer Nicole Moenter

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.

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance. Hardy also serves as a public notary and is involved in third-party retirement plan administration through H&H Retirement Services. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million. The firm operates on a non-discretionary basis with tailored portfolios and offers insurance products and retirement plan administration through an affiliated third-party administrator.

Adam Bray is a CFP® with 15 years of industry experience, currently serving as an advisor at YSB Wealth Management since 2026. He previously worked at OSAIC and spent 11 years with Bishoff Financial Group, where he held the role of Chief Investment Officer and led the firm’s investment team. YSB Wealth Management is a fee-only investment adviser that provides wealth management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a personalized investment process combining strategic asset allocation with both passive and active approaches, and offers financial planning services at no additional charge.

Sarah Yount is a ChFC® with over 15 years of industry experience. She currently works at YSB Wealth Management and previously held roles at Bishoff Financial Group and Roble Belko & Company. YSB Wealth Management is a newly formed, fee-only advisory firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning with a personalized investment process that combines passive and active strategies within conservative to growth asset allocations.

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

Cody Schnipke is a CFP® professional with eight years of industry experience. He is currently with YSB Wealth Management and previously worked at The Bishoff Financial Group and Cambridge Investment Research Advisors. In addition to his advisory role, Schnipke is involved in tax preparation through Bishoff Tax Advisors. YSB Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning, employing a personalized investment process that combines passive and active strategies within conservative, balanced, and growth ranges.