Samantha Katherine Beach

Trey Cochran is the principal of Cochran Wealth Management LLC, an independent firm based in Martinsville, Ohio. He holds a Series 65 designation and recently completed a finance degree in 2025. His prior experience includes roles in education and local government. Cochran Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, and small businesses. The firm constructs diversified portfolios using ETFs, mutual funds, and cash equivalents, applying fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments.

Jonathan Ford Jr. is the sole advisor at JFJ Advisory Services LLC, a state-registered independent investment advisory firm based in Morrow, Ohio. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he has been involved with Mathnasium since 2018. JFJ Advisory Services provides discretionary investment management and a range of planning services to individuals, families, and retirement plan sponsors. The firm focuses on client-specific investment policy statements, employing long-term buy-and-hold strategies with tactical adjustments across diverse asset classes, including stocks, bonds, ETFs, mutual funds, 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.

Kyle Rudduck is a CFP® and CFA® with nine years of experience in the financial industry. He is currently with Savvy, having joined the firm in 2026. His prior roles include positions at Alterntiv Wealth, Quadrant Capital Group, Constellation Wealth Advisor, Creative Planning, and Truepoint Inc. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by technology platforms and specialized sub-adviser strategies.

John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.

Jesse Parsons is a CFA® charterholder with 16 years of industry experience. He is currently affiliated with Advisory Services Network, LLC and previously worked at Robert W. Baird for nine years. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using a diverse array of investment strategies and flexible engagement models.