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.

Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Steven Jacobs is a financial advisor at HBW Advisory Services LLC in Springfield, OH, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HBW Advisory Services since 2019, with prior experience at Cetera Advisor Networks, HBW Securities LLC, and HBW Partners. Jacobs also works as an insurance agent selling life, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers, multi-manager diversification, and tactical asset allocation, and offers sub-advisory and co-advisory services along with online wrap-fee portfolio options and retirement-plan subscription services.

Shawn Mccombs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Carrie Miller is a financial advisor at Fifth Third Securities, Inc. in Springfield, OH, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2012, as well as with Fifth Third Bank since 2011. Fifth Third Securities 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 managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Trent Schuler is a CFP® with 31 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Prior to this, he worked at National Planning Corporation for six years. Outside of finance, he is the CEO and owner of Schuler's Bakery, a family business he has managed for over two decades. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports its network of approximately 423 advisors through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

John Holland is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company in various capacities since 2017, as well as at JPMorgan Chase Bank and Jpmorgan Securities LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in client assets using an open-architecture, model-driven platform that integrates third-party and proprietary investment models, offering specialized program options and overlay services.

Chad Bentz is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, Fedex Freight, and Performance Academies. Bentz also has a background with the Imperial School of Martial Arts. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers with discretionary trading authority within selected models.

Kenneth Spicer II is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2004. Outside of his advisory role, he is a musician in a Dayton-based band called The Weekend Effect. Fifth Third Securities 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 options and combines broker-dealer, investment adviser, and municipal advisor registrations within a large bank affiliate structure.

Stephen Valley is a financial advisor with GWN Securities Inc. in Springfield, OH, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining GWN Securities, he worked at Paychex Inc. and Optavise, where he also held a sales representative role in supplemental health and life insurance. He continues to receive residual income from his previous insurance activities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning through a large network of advisors, utilizing a range of managed-account programs and model portfolios that incorporate both traditional asset allocation and legacy market-timing strategies.

John Pickarski is a financial advisor with J. W. Cole Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His prior roles include positions at GWN SECURITIES, Inc. and Parkland Securities, LLC, as well as operating his own firm, John Pickarski & Associates, since 1995. Outside of his advisory work, he is active in community organizations, serving on boards such as the Fraternal Order of Police Ohio #117 Community Foundation and the Breast Cancer Endowment Fund. J.W. Cole Advisors is a national SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Richard Foreman is a financial advisor at The Huntington Investment Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Huntington Investment Company since 2009, following a prior 19-year tenure at Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with discretionary portfolio management and specialized overlay services.

Michael Pickarski is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 63 designation and has 14 years of industry experience. His prior roles include positions at GWN Securities, Parkland Securities, and West Third Capital. Outside of advising, Pickarski is an adjunct professor teaching personal finance and real estate finance, serves as president of the Springfield National Football Foundation, and officiates high school and college lacrosse and football. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

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.

David Stroud is a financial advisor with LPL Financial in Springfield, OH, holding a Series 66 designation and six years of industry experience. He previously worked at Wright State University and the Mechanicsburg Exempted Village School District. He is also commissioned as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product services.

Rebecca Gorby is a financial advisor at Edward Jones in Springfield, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices.

Peter Foreman is a CFP®-certified financial advisor with Ameriprise in Springfield, Ohio, and has 22 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, Foreman serves on the Board of Directors for the Mercy Health Foundation in Clark and Champaign Counties and participates on finance committees for St. Joseph/St. Raphael Church. Ameriprise offers comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Foley is a financial advisor with Mass Mutual Investors Services in Springfield, Ohio. He holds a Series 63 license and has 55 years of industry experience. Foley has been with Mass Mutual Investors Services since 1988 and with MassMutual Life Insurance Company since 1978. He is also the owner of Foley Benefits Group, LLC, which provides insurance sales and qualified plan administration services. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Tyler Tucker is a financial advisor with Mass Mutual Investors Services in Springfield, Ohio, holding a Series 66 designation and five years of industry experience. He has worked with MML Investors Services and Mass Mutual Life Insurance Company since 2020 and previously gained experience at Skylight Financial Group and other organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and structured planning engagements using firm-approved analytical tools.

Kimberly Cooley is a financial advisor with Edward Jones in Springfield, OH, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Instacart and Kroger Company, where she worked for 18 years. Edward Jones is a full-service wealth management firm serving more than 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, supported by a large nationwide network of financial advisors and branch offices.

Christopher Wells is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years with SII Investments, Inc. Wells is also involved with Wallace & Turner, Inc., a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

James George is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is an independent contractor in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

Zachary Avery is a CFP® with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2018 in various roles and previously worked with Clark Shawnee Local Schools and Windy Knoll Golf Club. Outside of his advisory work, he serves as a basketball coach for Clark Shawnee Local Schools and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using multiple account platforms and a range of investment strategies.

Mark Stephenson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously spent 15 years with Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory work, he owns a freelance photography and editing business called Stephenson Artography. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

James Hanna is a financial advisor with Ameriprise in Springfield, OH, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Ameriprise and its related entities since 1988. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions typical of an institutional firm.

Jerome Armstrong is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Scott Krizner is a financial advisor with LPL Financial in Springfield, OH, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. Prior to joining LPL Financial in 2022, he spent 23 years at Cadaret, Grant & Co., Inc. He is also licensed as a non-variable insurance agent selling health, disability, and long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

Benjamin Headlee is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2011. Headlee also operates a separate business under the name Headlee Financial in Urbana, Ohio. Edward Jones is a wealth management firm serving individual and institutional clients, including households of varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Jonathan Hoskins is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2011. He also holds a longstanding role at The Citizens Banking Company, where he is involved in wealth management and trust officer duties. Hoskins dedicates significant time to Citizens Wealth Management and related financial institution responsibilities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Bo Lieghley is a financial advisor at Fidelity with four years of industry experience. His prior work includes roles at Badcock Home Furniture & More and National Golf Links. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and supports model portfolios through its use of proprietary methodologies and oversight of affiliated sub-advisers.

Sarah Clemans is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2011. Clemans serves as a committee member for WASSO Springfield. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Todd Boone is a financial advisor at Edward Jones with 15 years of industry experience. He has held roles at Thrivent Financial and Thrivent Investment Management Inc. Boone holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services through a large network of advisors and branch offices.

Samantha Winner is a financial advisor with Raymond James Financial in Urbana, Ohio, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, UBS Financial Services, JP Morgan Securities, and Morgan Stanley. In addition to her advisory role, she is an associate at FM Investments, where she acts as a financial advisor for Farmers & Merchants State Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on non-discretionary advisory services.

Brent Harder is a financial advisor with Edward Jones in Urbana, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of finance, he served as president of Harder-Terrill Group Inc., a commercial cleaning business that is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Powell is a CFP® professional with 15 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with KB&P Financial Partners, Cadaret, Grant & Co., Inc., and Baker Krizner Financial Planning. Outside of his advisory role, Powell is involved in operating a business named Ole Brick Tavern LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Brendan Shea is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Bart Little is a financial advisor with Raymond James Financial Services Advisors, Inc. in Springfield, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Sterling Wealth Management and Commonwealth Financial Network for 15 years and has been involved with Ohio Entertainment since 2023. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a notable focus on advisory and implementation support rather than discretionary management.

Steven Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor since 1996. He also operates JS Stroud Inc., a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Andrew Barlow is a CFP® professional with 16 years of industry experience, currently with LPL Financial since 2022. He previously worked at Cadaret, Grant & Co., Inc. for 13 years and Baker Krizner Financial Planning for 9 years. Outside of his advisory role, Barlow owns and manages a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jordan Foreman is a financial advisor at Ameriprise in Springfield, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise, Foreman worked in education at Northeastern Local School District and has held various roles including with the Girl Scouts of the Nation's Capital. Outside of advising, Foreman has a business interest as a member with acting authority in WTJA Properties LLC, a real estate venture. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Mitchell Stonestreet is a financial advisor with Cetera who holds 27 years of industry experience. He has been associated with Cetera and its related entities since 2013 and operates his own insurance business, Stonestreet Financial, which he owns and manages. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and affiliated trust and institutional capabilities.

James Wasinger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Wyler Automotive for five years. Outside of his advisory role, he owns a coaching business focused on image coaching. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Pamela Campbell is a financial advisor with Cambridge Investment Research Advisors in Springfield, OH, holding a Series 65 credential and 25 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2011. Outside of her advisory work, she owns a children’s boutique retail business and has worked as a substitute teacher at the Clark County Educational Service Center. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services such as financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.