Chad Tennant is the sole advisor at The Freedom Experience, Inc., an independent wealth management firm based in Fletcher, Ohio. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Tennant has worked at TWAMS Financial Planning, Landmark Investment Group, and Summit Wealth Management. Outside of financial advising, he manages a professional liaison management services business, focusing on contractor oversight. The Freedom Experience provides discretionary investment management and comprehensive wealth planning for individual households, charitable organizations, trusts, and estates. The firm manages approximately $20 million in assets, employs fundamental security analysis, and serves a notable non-U.S. client base with a focus on higher-net-worth relationships.

Sunil Kulkarni is a CFA® charterholder with 19 years of industry experience and holds a Series 66 license. He is the sole advisor at Nuts2Invest.com, LLC and has worked at Emerson Electric since 2002, where he is involved in engineering management and new compressor product development. Nuts2Invest.com, LLC provides an online subscription platform offering portfolio-building and security-ranking tools for individual investors. The firm uses a proprietary software engine to generate objective rankings and portfolio recommendations, serving users who implement their own investment decisions.

Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.

Timothy Adams is a financial advisor at Inception Financial Services with four years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisor and Imagine 320 Inc, where he provides accounting and tax services alongside offering insurance products. Outside of his advisory role, he offers life, health, and annuity insurance as an independent contractor and provides accounting and bookkeeping services through Imagine 320 Inc. Inception Financial Services offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of strategic and tactical asset allocation, utilizing various analytical approaches and managing accounts primarily on a discretionary basis.

Dustin Beam is a CFP® professional with 26 years of experience in the financial services industry. He has been with Pathways Wealth Management, Inc. since 2010 and previously worked at L.M. Kohn & Company for 10 years. Beam holds Series 63 and Series 65 licenses and serves as president and 100% stockholder of Pathways Wealth Management. Pathways Wealth Management serves individuals and entities, including trusts, estates, business entities, and qualified retirement plans, by providing discretionary and non-discretionary investment management and personalized financial planning. The firm focuses on client-specific financial planning and employs a mix of exchange-traded and registered funds, individual equities, and fixed income with ongoing portfolio monitoring.

Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 16 years of industry experience. She has worked at Pathways Wealth Management since 2010, with a period at LM Kohn & Company from 2015 to 2025. In addition to her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management serves individuals and entities, including trusts, estates, business entities, and qualified retirement plans, offering discretionary and non-discretionary investment management alongside personalized financial planning. The firm employs a client-specific financial planning process with a focus on asset allocation, blending a mix of exchange-traded and registered funds, equities, and fixed income within a generally long-term strategy.

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.

Michael Griesmeyer is a CFP® with 40 years of industry experience and has been with Wealth Management Group since 1991. He holds a Series 63 license and is based in Tipp City, Ohio. In addition to his advisory role, he is a licensed insurance agent selling life, health, long-term care, and disability insurance, as well as fixed annuities. Wealth Management Group serves individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, employing both discretionary and non-discretionary management strategies tailored to client objectives.

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.

Daniel Gilbert is a CFP® and ChFC® with 39 years of industry experience. He is currently with First Heartland Consultants, Inc., where he has worked since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Gilbert is also involved in marketing insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, delivering advisory services through independent investment adviser representatives.

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.

Robert Ames is a CFP® with two years of industry experience and is currently affiliated with Private Advisor Group, LLC. He previously worked at Bank of America, Barings LLC, and The Vanguard Group, Inc. before joining his current firm. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives. The firm provides access to various advisory programs, third-party asset managers, and separately managed account platforms supported by well-known strategists such as Fidelity and BlackRock.

Kimberly Cooley is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. She previously worked at Edward Jones for four years and held roles at Instacart and Kroger Company before entering the financial services field. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies using mutual funds and ETFs.

Margaret Kenny is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked with McKee Asset Management since 2011. Kenny is also the owner of MK Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers customizable investment solutions and operates as a back-office and platform provider to affiliated advisors.

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.

Samuel Bernard is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, CUSO Financial Services, Day Air Credit Union, Baker Krizner Financial Planning, and Cadaret, Grant & Co., Inc. Outside of advising, he has engaged in entrepreneurial activities such as operating a beekeeper business. Stratos Wealth Partners serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.

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 with The Huntington Investment Company in Springfield, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His work history includes roles at Ameriprise Financial Services and JPMorgan Chase Bank. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and affiliate strategies, offering multiple wrap-fee programs primarily through the Envestnet MAS platform.

Chad Bentz is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services in 2023, he worked at JP Morgan Securities, LLC for six years and has experience at FedEx Freight, Performance Academies, JPMorgan Distribution Services Inc., and the Imperial School of Martial Arts. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage programs. The firm emphasizes client-directed model selection and conducts ongoing due diligence and supervisory oversight, operating within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

James Mckee is a financial advisor with Commonwealth Financial Network based in Tipp City, Ohio, holding a Series 63 designation and over 33 years of industry experience. He has been operating Mckee Financial Advisory since 2001 and concurrently affiliated with Commonwealth Financial Network. Outside of his advisory role, he serves as president and owner of Third Day Asset Management, Inc., an entity related to securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.