Robert Cameron Ames

Steven Crane is a ChFC® credentialed financial advisor with one year of industry experience, currently operating as the sole advisor at Financial Legacy Builders in Fairborn, Ohio. He has a diverse professional background that includes strategic consulting, founding a medical services company supporting military veterans, authoring and public speaking, and leading a nonprofit focused on veteran mentorship. Additionally, he is involved in several ventures related to veteran networking, wellness coaching, and organizational training. Financial Legacy Builders is an independent, single-advisor registered investment adviser providing wealth management and financial planning services to individuals and high-net-worth clients. The firm utilizes a discretionary portfolio management approach combining passive and active strategies tailored to client goals, offering services that include socially responsible investing and estate-planning coordination through third-party professionals.

Kevin Bish is a financial advisor at Safe Harbor Wealth Management, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has served in the United States Air Force at the National Air & Space Intelligence Center since 1989, currently working as a Chief Engineer in military intelligence. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $25.7 million in client assets and primarily uses model portfolios and third-party money managers to implement client strategies.

Timothy Adams is a Series 65-licensed advisor with five years of industry experience, currently with Inception Financial Services since 2024. He also provides accounting and bookkeeping services through Imagine 320 Inc., which he founded in 2006, and offers life, health, and annuity insurance products as an independent contractor. Prior to joining Inception Financial Services, he worked at Wealth Watch Advisor. Inception Financial Services offers portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of strategies including long-term trading, tactical and strategic asset allocation, and use of mutual funds, ETFs, and options, with assets custodied through specified providers.

Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. since 2024. She previously worked at Your Story Financial, LLC and Your Story Financial Academy, LLC, where she owns and operates a financial empowerment and education business offering workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, employing a market-efficient and strategic asset allocation approach tailored to client-specific investment policies.

Steven Jacobs is a financial advisor at HBW Advisory Services LLC in Springfield, OH, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HBW Advisory Services since 2019, with prior experience at Cetera Advisor Networks, HBW Securities LLC, and HBW Partners. Jacobs also works as an insurance agent selling life, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers, multi-manager diversification, and tactical asset allocation, and offers sub-advisory and co-advisory services along with online wrap-fee portfolio options and retirement-plan subscription services.