Trey Cochran

Blake Bagshaw is a CFP® and ChFC® with six years of industry experience, currently serving as the sole advisor at Arven Wealth Management LLC. His prior experience includes roles at SIMS Investment Management and Valmark Advisors, among others. Outside of his advisory work, Bagshaw holds board membership at AxisPoint Alliance LLC and is involved in private equity investments through Bagshaw Properties, LTD. Arven Wealth Management provides discretionary asset management and retirement-plan advisory services, focusing on institutional and plan-level clients. The firm employs fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning, and frequently utilizes sub-advisors while maintaining primary client relationships and oversight.

Richard Carroll is a CFP® with 14 years of industry experience, currently serving at Bell City Wealth, Inc. in Hillsboro, OH. His work history includes roles at O'Dell Capital Management, Raymond James Financial Services, and Johns Hopkins University. He also provides investment advice to the City of Hillsboro's Treasury Investment Board. Bell City Wealth offers discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a structured investment process that integrates quantitative, fundamental, technical, and economic analysis across multiple model portfolios.

Mark Crowe is a financial advisor at Crowe Financial Group LLC in Hillsboro, Ohio, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Crowe Financial Group since 2004. Outside of his advisory work, he is also involved in farming as the owner of Crowe Farms. Crowe Financial Group LLC provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis in its investment approach and incorporates strategies such as options writing and the use of leveraged and inverse exchange-traded funds.

James Crowe is a financial advisor with Crowe Financial Group LLC in Hillsboro, OH, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at multiple related entities since 2004, including Gradient Securities, LLC and James L. Crowe Financial, LLC. Outside of advisory work, he volunteers with the nonprofit Helping Hands for Hope and serves as a basketball official. Crowe Financial Group LLC provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using fundamental, technical, and cyclical analysis, incorporating options writing, leveraged/inverse ETFs, and borrowing strategies tailored to client goals and risk tolerance.

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.