Stephanie Blessing

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.

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.

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.

Adam Harris is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his current role, he worked at Fifth Third Bank and Sears Holdings. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Douglas Russell is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2015. Outside of his advisory role, he owns a hobby farm in Chillicothe, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates a municipal-advisor registration with its affiliation to Fifth Third Bank.