Samantha Katherine Beach

Trey Cochran is the founder of Cochran Wealth Management LLC in Martinsville, Ohio. He holds a Series 65 license and has recently entered the financial advisory field following roles in education and local government. Cochran also works as a substitute teacher outside of his advisory practice. Cochran Wealth Management LLC serves individuals, families, and businesses with portfolio management and comprehensive financial planning, including retirement, education funding, and estate planning. The firm employs a fee-only model and combines fundamental, technical, and quantitative analysis to construct diversified, low-cost portfolios with a long-term investment focus.

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 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.

Jeffrey Myers is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as tax-loss harvesting and direct indexing.