Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

David Smith is the sole advisor at Impassioned Wealth Management Ltd in Napoleon, OH. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding his firm, he worked at Rooted Advisors from 2019 to 2021. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm employs a plan-driven, behaviorally focused investment approach that emphasizes long-term equity exposure with disciplined rebalancing and incorporates direct-indexing strategies alongside physical bullion holdings.

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.

Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

Caleb Frankart is a financial advisor at Blue Jay Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Key Investment Services LLC for five years. Caleb serves on the Synod Endowment Investment Committee of the Reformed Church in the United States, overseeing the church’s endowment fund investments. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts and offers personal tax return preparation and consulting for private businesses, using a mix of fundamental, tactical, technical, thematic, and top-down analysis tailored to client objectives and risk tolerance.

Jason Bernal is a CFP® professional with 16 years of experience in financial advising. He has worked at Blue Jay Financial Group, LLC since 2018 and previously at Cetera Advisors LLC from 2015 to 2018. Outside of his advisory role, Bernal serves as a Boy Scout Troop Leader for Troop 76 in Defiance, OH. Blue Jay Financial Group offers investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm also provides personal tax return preparation and consulting for private businesses, managing both discretionary and non-discretionary accounts with a focus on tailored investment strategies using mutual funds and ETFs.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

Keith McDonald is a CFP® with 26 years of industry experience and is affiliated with NorthFort Financial, LLC. He has managed McDonald Capital Management, Inc. since 1991. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation services primarily to individuals and families with non‑high‑net‑worth profiles. The firm employs a combination of charting, fundamental, and technical analysis to guide investment decisions and offers tailored services without a formal account minimum.

Patrick Briskey is a financial advisor at NorthFort Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been operating Briskey Financial Services, LLC since 2007. Outside of his advisory work, he is the sole owner of NAK Holdings, LLC, a real estate investment company unrelated to his financial advisory activities. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation services primarily to individuals and families who are not high-net-worth clients. The firm employs a combination of charting, fundamental, and technical analysis to guide investment decisions and offers tailored services without formal account minimums.

Michael Willitzer is a financial advisor at Blue Jay Financial Group, LLC in Defiance, Ohio. He holds a Series 65 designation and has been with Blue Jay Financial Group since 2023. Prior to his current role, he worked at Grube Inc and has experience in various other industries including education and retail. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts, offers personal tax return preparation, and utilizes a mix of fundamental, tactical, technical, thematic, and top-down analysis to tailor portfolios to client needs.

Andres Peterson is a financial advisor with 22 years of industry experience, currently with 724 Capital, LLC since 2022. He holds a Series 63 designation and has worked at firms including F3 Logic, LLC, Independent Financial Group, LLC, CIG Financial Services, National Planning Corporation, and Childs Investment Group, Inc. Peterson is also involved in insurance sales through CIG Financial Services. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with a focus on long-term trading and regular portfolio monitoring.

Alan Wyse is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at 724 Capital, LLC, CIG Financial Services, Inc., National Planning Corporation, and Childs Investment Group, Inc. He serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing a variety of advisory programs and third-party asset managers.

Hudson Childs is a financial advisor with 724 Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Sauder Manufacturing and Systech Handling. 724 Capital, LLC manages approximately $259 million and provides portfolio management, pension consulting, and financial planning services to individuals, corporations, and retirement plans. The firm uses a combination of model allocations and customized plans, employing various analytical methods and conducting monthly account reviews.

Trevor Rupp is a financial advisor with 3 years of industry experience, currently affiliated with 724 Capital, LLC. He holds a Series 66 designation and has worked at firms including Independent Financial Group, LLC and Thrivent Financial. Outside of his advisory work, he has experience managing operations at a local public golf course. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and may use higher-risk instruments and third-party managers, providing tailored investment solutions with ongoing monitoring and reporting.

Stefan Faerber is a financial advisor with On Investment Management Company, holding a Series 63 designation and six years of industry experience. He has worked at The O.N. Equity Sales Company since 2019 and is also involved with Ohio National Financial Services and Meyer-Badenhop Insurance Agency, where he serves as vice president and secretary. Outside of his advisory work, he and his wife engage in house flipping as a hobby. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options, third-party investment programs, and both discretionary and non-discretionary managed account solutions.

Corina Kempe is a financial advisor at Trek Financial with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Cetera Investment Advisors, The State Bank and Trust Company, BCJ Capital Management, and Detray Investment Group. Outside of her advisory role, she volunteers with Zonta Women's International, assisting women and children in need. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools under written governance, and provides access to a wide range of systematic strategies and alternative investment platforms.

Bradley Meister is a CFP® and ChFC® with 41 years of industry experience. He has been with Kovack Advisors, Inc. since 2008. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.