Trent May is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and has 19 years of industry experience. He has worked at Creative Financial Designs since 2009 and also maintains roles at CFD Investments, Inc. and May Financial. Outside of his advisory work, he serves on the Board of Directors for Nordecke and acts as Matchday Operations Director for Columbus Crew matches and related events. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs an asset-class model allocation approach informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and platform options.

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.

Douglas Shields is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Creative Financial Designs since 2000 and is also affiliated with May Financial Group and CFD Investments, Inc. Outside of his advisory roles, he serves as vice president of CD Shields Farm. Creative Financial Designs serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing, with flexible billing options and a suite of affiliated financial and advisory services.

Terry May is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with Creative Financial Designs since 2003 and also serves as president of May Financial Group Inc., an independent insurance sales business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Gary Cloyd is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked in various capacities at Creative Financial Designs, May Financial Group, and other affiliated firms since 1992. Outside of advisory services, he is involved in independent insurance sales, including Medicare Supplement products. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Wayne Fourman is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Creative Financial Designs since 2006 and is also involved with CFD Investments, Inc. Additionally, he serves as an officer and deacon at Faith Baptist Church. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary options.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Stefan Biddinger is a financial advisor at Lincoln Investment with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including W&S Brokerage Services, Western & Southern Life, and Northwestern Mutual. Outside of his advisory role, he serves as a pastor at Xenia Nazarene Church and works as an agent for Midwest Employee Benefits Group, assisting school district employees with voluntary life and disability insurance benefits. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through a combination of advisor consultation and programmatic management.

David Selsor is a financial advisor at Fifth Third Securities, Inc. in Piqua, Ohio, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Salem Nganga is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked at Empower Financial Services, Spark Driver, Jenzabar, and Aetna. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm’s integrated approach uses proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, and it operates closely with affiliated entities for recordkeeping and investment execution.

Jonathon Sears is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014, alongside a concurrent role at Fifth Third Bank since 2012. Outside of his advisory work, Sears serves as an adjunct instructor at Sinclair Community College and Indiana University East. Fifth Third Securities, Inc. 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 discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Myrtie Melas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Brian Murphy is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of his advisory work, he has an ownership interest in a retail food and beverage store operated by his spouse. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Aaron Boyer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2006. He has prior experience with Boyer Financial Corporation and is involved in Medicare enrollment and tax preparation activities outside of his advisory role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through a team of around 431 advisors.

Jake Fashner is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Fifth Third Securities. Outside of his advisory role, he owns and operates farming and rental property businesses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both advisory and promoter arrangements.

Michael Sejka is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo firms since 2014. Outside of his advisory role, he has ownership interests in investment-related businesses, including Blue Ocean Investment Group LLC and Sejka GP, LLC. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm combines proprietary research and planning tools with integrated advisory and brokerage services.

Mei Carmer is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 credential and with three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she held positions at DoorDash and Katterhenry Investment Group of NEST Capital. She also has experience in education and retail sectors, including roles at Miami University and Lowe's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations, with optional implementation through various brokerage and advisory programs.

Mark Reedy is a financial advisor with Thrivent Investment Management in Piqua, Ohio, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a Zone Administrator for the Ohio District of Key Club International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based, holistic financial plans that cover a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account services under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Carter Stueve is a financial advisor at Edward Jones in Troy, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Superior Aluminum Products and Milcon Commercial Concrete. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and fiduciary services through a large network of financial advisors and branch offices nationwide.

Christian Stueve is a financial advisor with Edward Jones in Greenville, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at IGS Energy, Scotts Miracle Gro, and Wright State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.