Tiffany Alexandra Long

Chad Tennant is the sole advisor at The Freedom Experience, Inc., an independent wealth management firm based in Fletcher, Ohio. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Tennant has worked at TWAMS Financial Planning, Landmark Investment Group, and Summit Wealth Management. Outside of financial advising, he manages a professional liaison management services business, focusing on contractor oversight. The Freedom Experience provides discretionary investment management and comprehensive wealth planning for individual households, charitable organizations, trusts, and estates. The firm manages approximately $20 million in assets, employs fundamental security analysis, and serves a notable non-U.S. client base with a focus on higher-net-worth relationships.

Jason Faulder is a financial advisor at Randy L. Copus and Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. Outside of his advisory role, he serves as an auxiliary police officer for the Washington Township Police Department. Randy L. Copus and Associates, LLC provides portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm manages approximately $31 million in non-discretionary assets, employing a collaborative process that includes Investment Policy Statements, portfolio reviews, and implementation through third-party managers and custodial programs.

Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.

Kevin Looser is a Series 63-registered advisor at VestGen Advisors, LLC with 33 years of industry experience. His prior roles include positions at Hanlon Investment Management, Sigma Planning Corporation, and Sigma Financial Corporation. Outside of advising, he is involved with WebDocUSA, a platform providing web-based counseling and interpretation services for the deaf community. VestGen Advisors manages approximately $6.66 billion for nearly 22,790 clients through 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, employing a mix of fundamental, technical, and quantitative analysis to develop client-specific strategies.

Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

Adam Fullenkamp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. since 2021. He also works with Seniormark LLC, where he is involved in soliciting Medicare Health Insurance. Creative Financial Designs serves individual and institutional clients, offering investment management and financial planning through various strategies, including a notable suite of Biblical Responsible Investing options. The firm employs asset-class model allocations informed by third-party research and provides both discretionary and non-discretionary management across a broad range of investment approaches.