James Harpst is a financial advisor at Infresh, Inc., holding a Series 65 designation with 15 years of industry experience. He has worked at InFresh Financial Network, LLC since 2011 and previously operated Harpst Insurance Services from 2010 to 2019. Infresh, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to individuals and employer-sponsored retirement plans. The firm employs a tactical asset-allocation strategy using mutual funds, ETFs, exchange-listed securities, and options, and offers pension consulting and implementation alongside discretionary portfolio management and an automated ETF-based investment program.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Tammy Tonjes is a financial advisor with Tonjes Financial Group in Findlay, OH. She holds the PFS™ designation and has one year of experience in advisory services, alongside over a decade in tax preparation and accounting as a CPA and managing member of H&K Financial. In addition to her advisory role, she manages operations and client relationships at H&K Financial. Tonjes Financial Group is a fee-only, fiduciary firm that provides comprehensive financial planning and investment management to individuals, families, and business owners. The firm uses diversified model portfolios and tax-sensitive strategies and is formally affiliated with an independent tax and accounting practice, coordinating services under separate engagement terms.

Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Titus Allen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Fifth Third Securities. Outside of advising, he owns and oversees operations at Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.

Joshua Robb is a financial advisor at Hixon Zuercher Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2013. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using primarily no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its investment management.

Leah Cook is a financial advisor at Asset One Wealth Management, LLC in Findlay, OH. She holds the Series 63 and Series 65 licenses and has experience working with several firms including Cetera Wealth Services, Allen-Kramp Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is actively involved in community and nonprofit organizations such as Flag City Vet Fest, Habitat for Humanity, and Silent Watch, where she holds leadership and volunteer positions. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach customized to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers, with additional services including ERISA retirement-plan consulting and family office coordination for high-net-worth clients.

Jason Fisher is a financial advisor at StraightLine with 20 years of industry experience. He holds a Series 66 designation and has been with StraightLine Group LLC since 2004. Jason is licensed to sell insurance products to clients. StraightLine serves individual investors, including high-net-worth clients, and retirement-plan sponsors by offering investment management, financial planning, cash management, and retirement plan education services. The firm employs institutional research and proprietary model portfolios, implementing investment decisions through mutual funds, ETFs, stocks, and bonds while providing ongoing monitoring and client communications.

Nicole Wagner is a financial advisor with Asset One Wealth Management, LLC in Findlay, Ohio. She holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Cetera Wealth Services and Voya Financial Advisors. Wagner serves as president of the Cory-Rawson PTO and holds board positions with the Millstream Area Credit Union, the Green & Gold Foundation Fund, and the Old Millstream Foundation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for those with over $2 million in assets.

Anthony Hixon is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with Hixon Zuercher Capital Management in Findlay, OH, and has been involved with Freedom Financial Solutions, LLC since 2003. Outside of his advisory work, he is the owner of Freedom Capital Dynamics, LLC, a general partner in a limited partnership that operates in the investment space. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers regular account reviews and detailed client communications.

Chase Rose is a financial advisor at Hixon Zuercher Capital Management with three years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher since 2022, following roles at Freedom Enterprises and other firms. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual securities, and offers both public educational workshops and private life-coaching services.

Austin Wilson is a financial advisor at Hixon Zuercher Capital Management with eight years of industry experience. He holds a Series 65 designation and previously worked at Cooper Tire & Rubber Company. Wilson has been with Hixon Zuercher Capital Management since 2018. Hixon Zuercher Capital Management provides investment supervisory and financial planning services to individual and institutional clients. The firm employs a range of strategies including mutual funds, individual stocks, bonds, and ETFs, with portfolio management conducted on a discretionary basis.

Jessica Hinks is a financial advisor at Hixon Zuercher Capital Management with nine years of industry experience. She holds a Series 65 designation and has worked at Hixon Zuercher since 2019, following four years at Lifeplan Financial Group, Inc. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers both public educational workshops and private life-coaching services.

Jordan Shaw is a CFP® with five years of industry experience, currently serving at Hixon Zuercher Capital Management. His prior roles include positions at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. He has also worked in academic settings at Liberty University and Corning Community College. Hixon Zuercher Capital Management provides investment supervisory and financial planning services to both individual and institutional clients. The firm employs predominantly no-load mutual funds alongside stocks, bonds, and ETFs, managing accounts primarily on a discretionary basis with regular reviews and performance reporting.

Marcy Bibler is a financial advisor at Asset One Wealth Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities and Cetera. Bibler also serves as Director of Client Experience at Asset One Wealth Management dba AK Wealth Management. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for clients with over $2 million in assets.

Phillip Lawson is a financial advisor with AlphaStar Capital Management and Lawson Financial Group, holding a Series 66 designation and 19 years of industry experience. He is a managing member of JJ Ventures, LLC, which owns and operates Jimmy Johns restaurants, and also leads a craft brewery startup, Brew Capital Partners, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing third-party portfolio construction technology and providing ERISA-related plan services.

Randall Diehl is a financial advisor at On Investment Management CO with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes positions at The O.N. Equity Sales Company, Royal Alliance, and Ohio National Financial Services. Diehl serves as a member of the Hancock County Public Defenders Commission, providing oversight of the local public defenders office. On Investment Management Company is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides access to various third-party investment programs and balances discretionary and non-discretionary asset management solutions.

Jennifer Gilroy is a financial advisor at O.N. Investment Management Company with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services and First Federal Bank. Outside of her advisory role, she is involved in fixed annuity and insurance sales. O.N. 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 range of fee-based planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.