Patrick Mullen

Micah Mc Collum is the sole advisor at McCollum Investment Advisors in Dayton, OH, holding a Series 65 designation with six years in the industry. His prior experience includes four years at Carnegie Investment Counsel. McCollum Investment Advisors provides discretionary portfolio management and financial consulting to individuals, trusts, estates, nonprofits, and business entities. The firm employs a predominantly tactical investment approach combining technical, fundamental, and cyclical analysis, with an emphasis on mitigating tail risks and using strategies such as margin and options consistent with client risk tolerance.

Jing Chen is a financial advisor at UIS Investment Management LLC in Mason, Ohio, holding a Series 65 designation with five years of industry experience. Chen has been with UIS since 2015 and previously retired from professional work between 2006 and 2020. UIS Investment Management LLC provides discretionary asset management services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, charting, and sentiment analysis to guide investment decisions. The firm operates as a solo practitioner entity focusing on tailored portfolio management without external compensation, proxy voting, or wrap fee programs.

James Connell II is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Retirement Planning Group, LLC and previously worked at VanWeelden Wealth Management, LLC and WKRC-TV. Connell is also a licensed insurance agent involved in the sale of various insurance products. Retirement Planning Group, LLC provides discretionary investment management and financial planning services to individual, high-net-worth, pooled, and institutional clients. The firm employs diversified asset-allocation strategies tailored to clients’ time horizons and risk tolerances and often delegates portfolio management to third-party sub-advisors under its supervision.

Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.

Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.

Bradley Olson is a financial advisor with O2 Investments LLC in West Chester, OH, holding the PFS™ designation and Series 63 and 65 licenses. He has 18 years of industry experience, including roles at Foundations Investment Advisors, Olson & Wilson Private Capital, AE Wealth Management, and other firms. Outside of investment advisory, he is also an insurance agent involved in the sale of fixed insurance products. O2 Investments LLC is an SEC-registered investment adviser providing discretionary portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses model portfolios and a co-advisor to support research, trading, and administrative functions while focusing on client supervision and portfolio management.