Kevin Scot Cochrane

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Bowling Green State University since 2019, where he is a senior financial accountant. Additionally, he provides seasonal tax advisory services as an independent contractor for Intuit TurboTax. Selhorst Services provides tax preparation, tax planning, financial planning, and investment advisory services with a focus on comprehensive financial planning. The firm uses historical asset-class analysis and diversification strategies to develop asset allocations tailored to clients’ risk tolerances and time horizons, emphasizing expense minimization and tax efficiency, while not managing assets or maintaining custody of client funds.

Kelsey Burke is a financial advisor with Apricity Financial Planning in Whitehouse, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to founding Apricity Financial Planning in 2023, she worked for Prudential Insurance Company of America and Pruco Securities, LLC for nine years. In addition to her advisory role, she engages in public-facing activities including podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent advisory firm serving individuals, high-net-worth clients, and small businesses with financial planning and discretionary investment management. The firm emphasizes asset allocation and Modern Portfolio Theory, implementing portfolios primarily with mutual funds and ETFs using a passive management approach. It also provides educational seminars and workshops aimed at organizations and the public.

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

Charlotte Sargeant is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC since 2010. She is also the managing member of North Coast Financial Advisors, Ltd., which owns a significant portion of her firm, and of Swiss Co., Ltd., a commercial real estate entity. Additionally, she holds a license as an insurance agent for fixed insurance products. Heritage Financial Advisors provides fee-only financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm emphasizes cost-efficient index mutual funds and ETFs within portfolios constructed using Modern Portfolio Theory and fundamental analysis, serving a broad client base that includes numerous charitable and institutional clients.