Mathew Gallaspie is a financial advisor at Edward Jones in Lima, Ohio, holding the CFP® designation and Series 66 license with 17 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

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.

Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

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.

Zachary Donley is a Series 65-licensed financial advisor with one year of experience at Streamline Financial Strategies Ltd. He has prior experience as a self-employed professional and has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Streamline Financial Strategies Ltd provides investment advisory and portfolio management services to individuals and high net worth clients. The firm customizes recommendations based on clients’ objectives and risk tolerance, employing strategies such as strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

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 one year of industry experience. He holds a Series 65 designation and has worked at H&K Financial, Owens Corning, and Purdue University. Outside of his advisory role, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only fiduciary firm serving individuals, families, and business owners with comprehensive financial planning and investment management. The firm combines modern portfolio theory, diversified model portfolios, and tax-sensitive strategies, and maintains a formal affiliation with an independent tax and accounting practice.

Brynn Thompson is a financial advisor at Streamline Financial Strategies Ltd with one year of industry experience. She holds a Series 65 designation and has prior work experience at Streamline Insurance Solutions and AE Curbside. Thompson also works as a licensed insurance agent, dedicating a portion of her time to insurance sales. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high net worth clients. The firm offers managed accounts with tailored investment recommendations based on client objectives and risk tolerance, utilizing strategies such as strategic asset allocation and technical analysis.

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.

Shawn Goetz is a Series 65-licensed advisor with Reservoir Wealth Management in Lima, Ohio, where he has worked since 2019. He has six years of experience in the financial industry and previously spent 13 years at Magnam Truck & Equipment. Reservoir Retirement Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis, and offers discretionary investment management, comprehensive financial planning, and employee benefit plan consulting.

Frank Martin is a financial advisor with ROW Management Inc. and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at LPL Financial and Arive Capital Markets. Martin also operates a separate business entity, Capital Hill Wealth Management, focused on tax and investment-related matters. ROW Management Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach and manages approximately $14 million across 38 client relationships.

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 is a fee-only investment management firm that serves individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers tailored investment strategies using no-load mutual funds, ETFs, and individual securities, with discretionary trading and regular portfolio reviews.

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.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co inc for 11 years before joining his current firm in 2022. Trueblood serves on the board of the Lima Shawnee Alumni Legacy Scholarship Fund, which provides college scholarships to high school students. Trueblood Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a variety of investment approaches, including asset allocation, fundamental and quantitative analysis, and may employ options, margin borrowing, and derivatives, while also engaging third-party money managers and custodians for trade execution and reporting.

Erin Mulcahy is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio, holding a Series 65 designation. She joined the firm in 2026 and has a background that includes five years at the University of Findlay and four years at Shawnee Country Club, along with experience working in education from 2016 to 2021. Trueblood Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of asset allocation strategies, fundamental and quantitative analysis, and may employ options, margin, and derivatives in client accounts while leveraging third-party money managers and institutional resources.

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.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans with comprehensive portfolio management and financial planning. The firm uses a combination of asset-allocation strategies, fundamental and quantitative analysis, and employs margin, options, and derivatives where appropriate, alongside third-party managers and institutional research resources.