Joshua Gregory Fisher

Jeffry Hamilton is a CFP® with 23 years of experience in the financial industry. He has been the sole advisor at Roscoe Financial since 1997. Roscoe Financial serves mainly individual investors, including retirees, professionals, and those managing inheritances or retirement distributions, as well as charitable organizations and fiduciaries for impaired persons. The firm emphasizes client-focused strategic asset allocation using low-cost index and index-like funds, with tailored portfolios governed by written investment policy statements and regular monitoring.

Nicholas Schmitt is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with OSAIC Institutions, INC. and has prior experience at The Home Loan Savings Bank and Infinex Investments, Inc. Outside of his advisory work, Schmitt is a songwriter and musician performing under the name Nick Barrett. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s advisory approach involves both fundamental and technical analysis and features a predominantly non-discretionary asset base.

H Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at LPL Financial and Creative Financial Designs, Inc. He is also the managing partner of the Muskingum Valley Rod & Gun Club in Coshocton County, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives who deliver portfolio management through various strategies and technology platforms, operating under a governance and referral model distinct from many other large firms.

Kaden Smith is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in various service positions, including at DoorDash and The Ohio State University Faculty Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives operating under independent DBAs and integrates multiple portfolio management strategies and technology platforms.

Charity Lower is a Series 66-credentialed financial advisor at The Huntington Investment Company with 17 years of industry experience. She has worked at Huntington and its affiliated entities since 2008. Outside of her advisory role, she is involved in managing her family's dairy farm, where she contributes monthly to the operation. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party and proprietary strategies, with discretionary or model-based account management.

Victor Reidenbach is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has worked at Ameritas Investment Corp since 2001 and has been involved with Grange Mutual, Dome Financial, and Albertson Lawrence Insurance Agency since 1986. Outside of his advisory role, he is also active as an insurance agent at Dome Financial Services and Albertson-Lawrence Insurance Agency. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies, with a mix of discretionary and non-discretionary client programs.