Samantha Beach

Trey Cochran is a financial advisor at Cochran Wealth Management LLC in Martinsville, Ohio, holding a Series 65 designation. The firm currently has no active advisors beyond him and is newly established. Cochran Wealth Management serves individuals, families, high-net-worth clients, and businesses with portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and quantitative analysis to construct diversified portfolios mainly using ETFs, mutual funds, and cash equivalents, focusing on strategic asset allocation and low-cost, tax-efficient investments.

Jonathan Ford is the sole advisor at JFJ Advisory Services LLC in Morrow, Ohio, holding a Series 65 credential with three years of industry experience. Prior to founding JFJ Advisory Services in 2022, he worked at Mathanasium and Microcenter. JFJ Advisory Services provides personalized financial planning and discretionary investment management to individuals and families, along with retirement plan consulting for employer plan sponsors. The firm employs long-term buy-and-hold strategies with tactical adjustments, managing portfolios that may include stocks, bonds, ETFs, options, and digital assets.

Charles Eastes is a financial advisor with STRATEGIC WEALTH ADVISORS GROUP, Inc. in New Vienna, OH, holding a Series 65 designation and 17 years of industry experience. He previously worked at United Advisors America for 16 years. Eastes also serves as a Regional Director and Insurance Agent for Alliance America Corporation, a life and health insurance agency. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm uses independent sub-advisors for asset management and offers ERISA plan services, along with public educational seminars on investment topics.

John Kozak III is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. Prior to joining Advisor Share Wealth Management, he worked at Virtue Capital Management, LLC for seven years and has been involved with Kozak Financial since 2000. Outside of advising, he serves as a firefighter with the Chester Fire Department and operates an independent business selling wellness products. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based platform to support independent advisers and typically implements client strategies through selected third-party sub-advisers and model portfolios, using both discretionary and non-discretionary management based on client risk profiles.

Jesse Parsons is a CFA® charterholder and holds a Series 66 license. He is currently affiliated with Advisory Services Network and has over a decade of experience in the financial industry, including a long tenure at Robert W. Baird. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm supports a network of independent Investment Adviser Representatives who provide portfolio management, financial planning, and investment consulting services, overseeing approximately $8.6 billion in client assets.

Jeffrey Myers is a financial advisor with Fifth Third Securities, Inc. in Georgetown, Ohio, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with Fifth Third Securities and its affiliated firm Fifth Third since 1999. Fifth Third Securities, Inc. offers brokerage and advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.