Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. since 2024. She previously worked at Your Story Financial, LLC and Your Story Financial Academy, LLC, where she owns and operates a financial empowerment and education business offering workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, employing a market-efficient and strategic asset allocation approach tailored to client-specific investment policies.

Rusty Miller is a financial advisor at Aegis Wealth Management, Inc. with 22 years of industry experience. He previously worked at Bcj Capital Management and Horter Investment Management, LLC. Miller is also the owner of American Liberty Financial Network, where he is involved in insurance sales. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through a team-based approach that utilizes several sub-advisers.

Justin Cress is a financial advisor with Stonex Advisors Inc. in Troy, Ohio, holding 23 years of industry experience. He has previously worked at LPL Financial and Raymond James Financial Services. Outside of advisory work, Cress serves on the local school board and holds leadership roles in several local businesses, including indoor tanning salons and a barber/beauty salon. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and model-based solutions, supporting a range of account structures and investment restrictions.

Shawn Hicks is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at AE Wealth Management, Gradient Advisors, and Heritage Financial Resources. In addition to his advisory role, he is also licensed to sell various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

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.

Kameron Smith is a CFP® with 12 years of experience in financial advisory. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Parallel Advisors, LLC, McKinley Carter Wealth Services, and Lifeplan Financial Group, Inc. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based approach that integrates proprietary software and behavioral economics, employing both passive and active investment strategies supported by quantitative and qualitative analysis.

Steven Allread is a financial advisor with Prospera Financial Services, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He was previously with Cutter & Company, Inc. for 16 years before joining Prospera in 2025. Outside of his advisory role, he is involved with SJ Wolfe Investments, Inc., where he participates in management and trading activities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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.

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.

Darrell Patrick is a financial advisor at Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 55 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. for 16 years and Butler, Wick & Co., Inc. for three years. Outside of his advisory role, he serves on the board of the Corporate Morality Action Center, Inc., a nonprofit focused on public education about corporate influence on morality. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Raymond Thomes is a financial advisor at Prospera Financial Services, Inc. with 62 years of industry experience. He holds a Series 63 designation and has previously worked at Cutter & Company, Inc., Butler, Wick & Co., Inc., and Citigroup Global Markets. Outside of his advisory role, he is involved full-time with SJ Wolfe Investments, Inc. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.

James Lavy is a financial advisor at Signal Advisors Wealth, LLC with 12 years of industry experience. He previously worked at AE Wealth Management, Heritage Financial Resources Wealth Management, Transamerica Financial Advisors, and World Financial Group. James is involved with Heritage Financial Resources, where he oversees sales, presentations, and planning alongside other agents and specializes in federal civilian employee benefits for education and retirement planning. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their clients. The firm employs a primarily top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis.

Stefan Biddinger is a financial advisor at Lincoln Investment with 5 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Western & Southern Life and Northwestern Mutual. Outside of his advisory work, Biddinger serves as a lay pastor at Xenia Nazarene, providing preaching and pastoral duties. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers comprehensive financial planning and portfolio management supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.

Elliot Harris is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked for four years. His prior experience includes roles at Honu Solutions, Peraton, and a decade with the Department of Defense. Outside of his advisory work, he serves as an adjunct professor supporting curriculum review for the Department of Defense Joint Special Operations University and owns a consulting business focused on defense policy and international relations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor approved model portfolios and third-party managers.

Nathaniel Abney is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2012. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts, through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, using multiple third-party portfolio managers and strategies such as SMA models, tax overlays, and direct indexing.

William Eaton is a financial advisor with Private Advisor Group, LLC, based in Troy, Ohio, with 40 years of industry experience. He has held roles at Private Advisor Group and LPL Financial since 2015 and has worked in the insurance industry since 1986. Outside of his advisory work, he operates an insurance agency in Dayton, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model incorporates a variety of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Syed Gardezi is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include six years at Fidelity Investments and earlier positions in consulting and printing services. Outside of advising, he works occasionally as a DoorDash delivery driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both point-in-time financial plans and managed account options.

Dustin Booher is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and beginning his industry career in 2023. Prior to entering the financial services field, he worked at Wright State University and Milton-Union High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and both proprietary and third-party platforms.

Brian Addis is a financial advisor with GWN Securities Inc. in Troy, Ohio, holding a Series 66 credential and 15 years of industry experience. He previously worked at Cantella & Co., Inc. for three years before joining GWN Securities in 2019. In addition to advisory services, he is also involved in insurance sales, including accident, health, life, and VA insurance products. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and tactical trading strategies in its portfolio management approach.

Gregg Hews is a financial advisor with Guardian Life and holds a Series 66 designation. He has 39 years of industry experience and operates a separate business, Hews Financial Services, which focuses on the sale and servicing of life, disability, long-term care, medical, group products, and fixed annuities. His career includes roles at Park Avenue Securities, Guardian Life Insurance, OneAmerican Securities, American United Life, and Ameritas Investment Company, LLC. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms, with a range of services tailored to client needs.