Stephen Mcbride

Zachary Donley is a financial advisor with Streamline Financial Strategies Ltd in Ada, Ohio. He holds a Series 65 credential and has one year of industry experience. Prior to joining Streamline Financial Solutions, he was self-employed for seven years and held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Schneider Downs. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment advisory services. The firm customizes portfolios based on client objectives and risk tolerance, utilizing methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Brynn Thompson is the sole advisor at Streamline Financial Strategies Ltd in Ada, Ohio, holding a Series 65 designation with one year of industry experience. Prior to founding Streamline Financial Strategies in 2025, Thompson worked at Streamline Insurance Solutions and AE Curbside, and also spent several years in adult probation and parenting roles. In addition to advisory services, Thompson is a licensed insurance agent, dedicating part of their time to insurance sales. Streamline Financial Strategies Ltd provides discretionary investment advisory services and tailored portfolio management for individuals and high-net-worth clients. The firm employs various investment methods and may utilize third-party money managers and sub-advisors in its discretionary managed-account programs.

Frank Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Arive Capital Markets and operated his own advisory practice. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a broad distribution network of investment adviser representatives.

Paul Carmean is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 66 designation and seven years of industry experience. He previously worked at Huntington National Bank from 2016 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Robert Szuch is a financial advisor with Raymond James Financial in Ada, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999. Outside of his advisory role, he is co-owner of Avalon Del. Group, a business he operates jointly with his son. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through a variety of programs and emphasizes advisory roles that support client decision-making rather than delegated management.

Philip Mason is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he manages an office building in Columbus, Ohio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment strategies supported by advanced analytical tools and event-driven planning services.