Thomas Tavenner

Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Steven Jacobs is a financial advisor at HBW Advisory Services LLC in Springfield, OH, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HBW Advisory Services since 2019, with prior experience at Cetera Advisor Networks, HBW Securities LLC, and HBW Partners. Jacobs also works as an insurance agent selling life, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers, multi-manager diversification, and tactical asset allocation, and offers sub-advisory and co-advisory services along with online wrap-fee portfolio options and retirement-plan subscription services.

Shawn Mccombs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Carrie Miller is a financial advisor at Fifth Third Securities, Inc. in Springfield, OH, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2012, as well as with Fifth Third Bank since 2011. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Trent Schuler is a CFP® with 31 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Prior to this, he worked at National Planning Corporation for six years. Outside of finance, he is the CEO and owner of Schuler's Bakery, a family business he has managed for over two decades. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports its network of approximately 423 advisors through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

John Holland is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company in various capacities since 2017, as well as at JPMorgan Chase Bank and Jpmorgan Securities LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in client assets using an open-architecture, model-driven platform that integrates third-party and proprietary investment models, offering specialized program options and overlay services.