Timothy Wright

Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Eric Kelemen is a financial advisor at MDRN Capital with Series 63 and Series 65 licenses. He has prior experience at Park National Bank, Golden Reserve, and Huntington National Bank. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation and utilizes a range of investment vehicles including Independent Managers, mutual funds, ETFs, and individual securities.

Donald Lozier is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Ebner Financial Group for 10 years and at NSystems, LLC for 21 years. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis as well as modern portfolio theory to manage assets.

Zane Foucht is a CFP® professional at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he held roles at KylesHill Financial Planning LLC and the Ohio University Finance Department. Outside of his advisory work, he is involved in managing a real estate holding company, ZARI Holdins LLC, based in London, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with a broad range of advisory programs and a fiduciary standard of care. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated trust and mutual fund services.

Ketan Parekh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and also owns an online store selling health products. Additionally, he volunteers as a parent at Our Lady of the Elms school. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high‑net‑worth clients. The firm curates third‑party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Zachary Fiely is a financial advisor with Edward Jones in Urbana, Ohio. He holds a Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.