Sarah Smart

Blake Bagshaw is a CFP® and ChFC® with six years of industry experience. He is the principal advisor at Arven Wealth Management LLC in Hillsboro, OH. His prior experience includes roles at SIMS Investment Management, Valmark Advisors, and Farnsworth Financial Services. Outside of his advisory work, he serves as a board member of AxisPoint Alliance LLC and is involved in investing in start-up companies through Bagshaw Properties, Ltd. Arven Wealth Management LLC provides discretionary asset management and limited-scope ERISA 3(21) advisory services to individuals, high-net-worth clients, and business entities. The firm uses fundamental research, Modern Portfolio Theory, and Monte Carlo planning in portfolio construction and may engage sub-advisors while retaining overall client authority.

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.

Richard Carroll is a CFP® with 14 years of industry experience, currently serving at Bell City Wealth, Inc. in Hillsboro, OH. His work history includes roles at O'Dell Capital Management, Raymond James Financial Services, and Johns Hopkins University. He also provides investment advice to the City of Hillsboro's Treasury Investment Board. Bell City Wealth offers discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a structured investment process that integrates quantitative, fundamental, technical, and economic analysis across multiple model portfolios.

Mark Crowe is a financial advisor at Crowe Financial Group LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Crowe Financial Group since 2004. Outside of his advisory role, he owns and operates a farming business. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating strategies such as margin borrowing and options trading, to tailor portfolios to client goals and risk tolerances.

James Crowe is a financial advisor with Crowe Financial Group LLC in Hillsboro, OH, holding Series 63 and Series 66 designations and totaling 22 years of industry experience. He has been associated with multiple related entities since 2004 and serves as an insurance agent selling fixed insurance products. Outside of his advisory work, Crowe volunteers with the nonprofit Helping Hands for Hope and officiates basketball games on an as-needed basis. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategic approach incorporating fundamental, technical, and cyclical analysis, and utilizes advanced trading techniques including margin borrowing and derivatives in client portfolios.

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.