Orrie Augsburger

James Harpst is a financial advisor at Infresh, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at InFresh Financial Network, LLC since 2011 and previously at Harpst Insurance Services from 2010 to 2019. Infresh serves individual investors and employers sponsoring retirement plans by offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical asset-allocation approach and provides an automated ETF-based investment program alongside custom-managed accounts.

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.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Zachary Donley is a financial advisor with Streamline Financial Strategies Ltd in Ada, Ohio. He holds a Series 65 credential and has one year of industry experience. Prior to joining Streamline Financial Solutions, he was self-employed for seven years and held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Schneider Downs. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment advisory services. The firm customizes portfolios based on client objectives and risk tolerance, utilizing methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Tammy Tonjes is an Investment Adviser Representative at Tonjes Financial Group and holds the PFS™ designation. She has been a CPA and Managing Member at H&K Financial since 2015, where she manages tax preparation and accounting services. In addition, she serves as Managing Member of Nado Properties, LLC, a real estate business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm offers comprehensive financial planning and investment management, utilizing model portfolios, tax-sensitive allocation, and third-party platforms to support its services.

Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.