Nicholas Taylor Doerr

Sarah Ralstin is a financial advisor with Money Concepts Capital Corp in Portsmouth, OH, holding 12 years of industry experience. She has been with Money Concepts Capital Corp since 2008 and also has 20 years of experience working in education. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs and account structures.

Steven Conley is a financial advisor with Money Concepts Capital Corp in Portsmouth, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Money Concepts since 1995 and also has a longstanding role at American Savings Bank dating back to 1990. Outside of his advisory work, he serves on the Board of Directors for Southern Ohio Medical Center and owns Conley Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory in managing assets.

Erica Mccain is a financial advisor at AE Wealth Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at AE Wealth Management since 2020, following roles at Fusion Capital Management and Questar Asset Management. Outside of her advisory work, she is the author of the publication "Ladies with Loot," for which she collects royalties. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm uses a platform-centered approach combining internally managed and third-party models, offering services such as portfolio management, financial planning, and plan consulting.

Ray Mc Ginnis is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a board member for 8th St. Wesleyan Chapel and the charity organization Mylee's Missions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with participant education and support services.

Barry Rodbell is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Valerie Enz is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2009. In addition to her advisory role, she serves as the Clerk of Otway, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by analytical tools and specialized programs.