Renee' Smith

Richard Miller is a financial advisor with Richard Miller Financial Services, LLC in Zanesville, Ohio. He holds the ChFC® designation and Series 66 license and has 25 years of industry experience. Since founding his firm in 2011, he has been the sole advisor. Outside of finance, he is co-owner of a small beef cattle farm established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm customizes investment decisions primarily using mutual funds and ETFs, supplemented by individual stocks and bonds, and incorporates both long-term and active management strategies.

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Chad Tom is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm utilizes a network of over 200 advisors and employs a combination of model portfolios, sub-advisors, and technology platforms to deliver asset management and financial planning services.

Benjamin Forgrave is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Alpha Financial Planning, Inc. Outside of his advisory role, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also involved with ATTAIN WEALTH PARTNERS, where he provides holistic financial planning, and he owns W.K.T.B. LLC, a wealth advisory entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party managed solutions.