William Rowe II is a financial advisor with Founders Financial Securities LLC, holding a Series 63 designation and bringing 23 years of industry experience. His career includes roles at Covenant Planning and Wealth Management, The Cornerstone Group, Horter Investment Management, Regis Asset Management, and his own firm, Rowe Financial. Outside of advising, he is a consultant in health and wellness products and operates a business selling used books through Amazon’s FBA program. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing programs that combine mutual funds, ETFs, model allocations, and sub-advised strategies along with innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Lance Steiner is a CFP® with eight years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 12 years at Buckingham & Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both high-net-worth and non-high-net-worth clients.

Benjamin Wynd is a financial advisor at Westminster Financial Advisory Corp with eight years of industry experience. He holds a Series 65 designation and has worked at Smith Wynd Capital LLC since 2024 and Westminster Financial Advisory since 2017. Outside of advising, he is a partner in several business ventures including Smiley Smith Wynd LLC, a CPA business, and Smith Wynd & Co LLC, which specializes in business brokerage assisting clients in selling small private companies. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, and various entities. The firm emphasizes diversified, multi-asset class portfolios with a buy-and-hold approach complemented by tactical adjustments based on market conditions.

William Lowe is a financial advisor at Beacon Capital Management, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Beacon in 2022, he worked at Spc from 2012 to 2021 and has ongoing affiliations with Sammons Financial Network, Sammons Retirement Solutions, and Sammons Financial Group. Outside of his advisory work, Lowe serves as a board member of the Insured Retirement Institute and Meals from the Heartland, and acts as a church elder at Valley Church in West Des Moines, IA. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a broad client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing mechanical, data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

David Levorchick is a financial advisor at Spire Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spire Investment Partners since 2020 and E.K. Riley Investments, LLC since 2014. Outside of his advisory work, Levorchick serves as a board member and volunteer minister at a local church, where he oversees accounts and staff and leads Bible studies. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Lawrence Brazie is a financial advisor at Westminster Financial Advisory Corp with 48 years of industry experience. He has been with Westminster and its affiliated entities since 1987. Brazie holds Series 63 and Series 65 licenses. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily utilizes a buy-and-hold framework complemented by periodic rebalancing and option strategies.

Mark Morris is a financial advisor with ValMark Advisers, Inc. in Kettering, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with ValMark Advisers since 2006 and has prior experience with Valmark Securities. Outside of his advisory work, Morris is the chapter president of the American Financial Education Alliance, where he teaches financial education courses, and he is the author of "The Secure Future Advisor Book," which focuses on tax planning and retirement strategies. He also owns Good Steward Farms, LLC, a business that breeds miniature donkeys. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party investment platforms.

James Cook is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Management since 1999 and The Tavenner Company since 2001. Outside of his advisory role, he is involved in the sale of conventional life and annuity products. Beacon Capital Management provides model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Gerald Krach is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 20 years with Buckingham Capital Management, Inc. In addition to his advisory role, he is a partner at Dayton Tax & Accounting Certified Public Accountants and serves on the University of Dayton Planning Giving Counsel. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Edward Kapfhammer Jr. is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Spire Securities, Graphic Packaging International, and National Carton and Coating Co. Outside of advisory services, he operates a business owning ATM machines and manages accounting for Spire-related business activities. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to various model portfolios, with certain strategies managed through proprietary risk overlays and affiliate partnerships.

John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.

Jeff Groezinger is a financial advisor with Waverly Advisors, LLC, holding the PFS™ designation and Series 63 and 65 licenses. He has 21 years of industry experience, including a 20-year tenure at Buckingham Capital Management, Inc. Outside of advisory work, he serves as president of Groezinger Golf Enterprises, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm employs a range of strategies blending traditional equity and fixed income with alternative and private-market allocations, serving clients through discretionary and non-discretionary management.

Kameron Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at McKinley Carter Wealth Services and Lifeplan Financial Group, Inc. from 2013 to 2024. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment approach, utilizing various asset classes and technology platforms to manage portfolios and implement tax-efficient strategies.

Steven Allread is a financial advisor with Prospera Financial Services, Inc. in Dayton, Ohio, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Cutter & Company, Inc. for 16 years before joining Prospera. Outside of his advisory role, he is involved with SJ Wolfe Investments, Inc., where he is active as a financial advisor and trader. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through around 207 advisors. The firm provides investment advisory and financial planning services via multiple platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Emily Cozad is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Buckingham & Company for six years. Emily’s background includes roles at Wright Patterson Air Force Base and Wright State University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a blend of traditional and alternative investment strategies, financial planning, and multi-family office services, serving both non‑HNW and high net worth clients.

Bradley Griffith is a CFP® with 11 years of industry experience. He currently works at Waverly Advisors, LLC and previously held roles at Buckingham & Company and Ameriprise Financial Services, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management that combines traditional equity and fixed-income strategies with alternative and private-market allocations.

Charles Neumaier is a financial advisor at AlphaStar Capital Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2014. In addition to his advisory role, he assists individuals with claims under the Energy Employees Occupational Illness Compensation Program Act, a non-investment related activity he has been involved in since 2004. AlphaStar Capital Management serves a diverse client base including individuals, trusts, small businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm utilizes strategic asset allocation, quantitative analysis, and third-party research, providing both model and custom investment strategies.

Jay Buckingham is a CFP® with 26 years of industry experience, currently serving at Waverly Advisors, LLC since 2024. He previously led Buckingham Capital Management and Buckingham Financial Planning, with over two decades of experience managing financial and tax services. Outside of financial advising, he holds leadership roles as president of a real estate holding company and treasurer for a condominium association. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Ryan Rabold is a Series 66-licensed financial advisor with Westminster Financial Advisory Corporation, based in Beavercreek, Ohio. He has 12 years of industry experience and has been with Westminster Financial Securities since 2013. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis to adjust portfolio exposures.

Tyler Mays is a financial advisor at Beacon Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Capital Management since 2016. Beacon Capital Management, Inc. provides investment advisory services mainly to retail investors through third-party financial intermediaries, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies. The firm employs tactical, data-driven strategies using model portfolios primarily composed of ETFs and mutual funds, offering discretionary account management and custom portfolio solutions.