Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked as a senior financial accountant at Bowling Green State University since 2019. Outside of his advisory role, he also provides seasonal tax advice as an independent contractor for Intuit TurboTax. Selhorst Services offers tax preparation, tax-planning, financial planning, and investment advisory services, focusing on comprehensive financial planning. The firm employs historical asset-class analysis and long-term diversification simulations to develop tailored asset allocations, emphasizing cost and tax efficiency, while integrating accounting and tax expertise into its financial planning approach.

Kelsey Burke is a financial advisor at Apricity Financial Planning in Toledo, OH, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. Burke hosts a podcast and is involved in nonfinancial teaching outside of her advisory work. Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering financial planning, discretionary investment management, and advice on retirement, tax, estate planning, and employee benefits. The firm emphasizes asset allocation and Modern Portfolio Theory, typically using passive investment strategies with mutual funds and ETFs, and provides educational seminars and workshops as a formal service.

Brian Hughes is a CFP® professional with 13 years of experience in financial advising. He has operated Hughes Financial Group, LLC, an independent advisory practice based in Perrysburg, OH, since 2013. Hughes Financial Group is a fee-only firm serving primarily individual clients, including trust and business accounts, with investment management and financial planning services. The firm focuses on active asset management using proprietary strategies and algorithms, investing mainly in no-load mutual funds and ETFs, and manages accounts on a discretionary basis with daily reviews.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

Charlotte Sargeant is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC since 2010. She is also the managing member of North Coast Financial Advisors, Ltd., which owns a significant portion of her firm, and of Swiss Co., Ltd., a commercial real estate entity. Additionally, she holds a license as an insurance agent for fixed insurance products. Heritage Financial Advisors provides fee-only financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm emphasizes cost-efficient index mutual funds and ETFs within portfolios constructed using Modern Portfolio Theory and fundamental analysis, serving a broad client base that includes numerous charitable and institutional clients.

Sasha Wright is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC in Waterville, Ohio. She has been with Heritage Financial Advisors since 2010. Outside of her advisory role, she manages two investment-related firms that hold ownership stakes in Heritage Financial Advisors and also works as an insurance agent offering fixed insurance products. Heritage Financial Advisors is an independent, fee-only firm providing financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm employs Modern Portfolio Theory and fundamental analysis to construct cost-efficient portfolios, serving a broad client base including charitable foundations and institutional clients.

George Damasco is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with MPM Wealth Advisors, Inc. since 1995. Outside of advising, he has ownership interests in a farm leasing operation and a pizza business. Bollin Wealth Management serves individual clients, including high net worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans, providing investment supervisory services and comprehensive financial planning. The firm uses Modern Portfolio Theory to construct portfolios and primarily supervises accounts on a non-discretionary basis without taking custody of client funds.

David Bensch is a financial advisor with Evergreen Wealth Management, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has worked with Fourth Dimension Financial Group, LLC since 2012, supporting advisor practices through case design and office management. Outside of his advisory role, Bensch assists with operations at a family-owned hair salon in Perrysburg, Ohio. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term, diversified investment strategies.

Phillip Bollin is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led Bollin Wealth Management, LLC since 2009. Outside of financial advising, he is co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, managing approximately $70.2 million in assets. The firm uses Modern Portfolio Theory to construct diversified portfolios and primarily provides non-discretionary account supervision without custody of client funds, operating on a fee-only basis with a distinctive retainer financial planning program.

Abbey Ciancutti is a financial advisor at Bollin Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including DeVerna & Co Financial and Ameritas Advisory Services. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, offering investment supervisory services and comprehensive financial planning. The firm manages approximately $70.2 million in assets and employs a portfolio construction approach based on Modern Portfolio Theory, focusing on non-discretionary account supervision without market timing or specific security selection.

Andrew Nutter is a financial advisor at Evergreen Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2016. Nutter is also the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on long-term capital appreciation through value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory to pursue long-term trading and diversified asset allocation.

Stephen Hanley is a financial advisor with Evergreen Wealth Management, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 11 years at Evergreen Wealth Management. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis along with modern portfolio theory to develop long-term, diversified investment strategies tailored to clients’ risk tolerance and time horizons.

Timothy Waller is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Kovack Advisors, The Huntington National Bank, and The Huntington Investment Company. Outside of finance, he has operated a personal training business and a gardening service. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Eric Watson is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and previously operated Eric Watson Financial Group LLC for 12 years. Watson is also owner and president of Turtle Shell Properties, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Stanley Riggs is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill from 1989 to 2016 before joining Creative Financial Designs in 2016. Outside of his advisory role, he serves as a finance committee member for the Bowling Green Church of the Nazarene. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm utilizes asset-class model allocations informed by third-party research and provides a range of strategies from passive ETFs to tactically managed portfolios, including a notable suite of Biblical Responsible Investing options.

Luke Franks is a financial advisor with Advisory Alpha, LLC in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Advisory Alpha, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he is a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing a diverse range of managed portfolio strategies.

Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a wide range of managed portfolio series.

Julia Sharlow is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at several firms including Prime Capital Investment Advisors, LLC and Kestra Advisory. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, and other investment vehicles, employing a long-term approach with opportunistic rebalancing.

Sean O'drobinak is a financial advisor with Advisory Alpha, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Intuitive Surgical and Case Medical, Inc. He is also involved with Citizen Advisory Group and Foresight Insurance, where he provides insurance sales and consulting services. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio strategies.

George Newton III is a financial advisor with On Investment Management Co. in Perrysburg, OH, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He is also an insurance agent with Augustar Life Insurance Company. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options with both discretionary and non-discretionary approaches.