John Girvin is a CFP® professional with 23 years of industry experience. He has worked at Fiduciary Wealth Group, LLC since 2019 and previously spent eight years at Artifex Financial Group. In addition to his financial advisory roles, he has been affiliated with the University of Phoenix since 2003. Fiduciary Wealth Group, LLC provides discretionary wealth management, financial planning, retirement plan consulting, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a core-and-satellite investment approach, combining passive index funds and ETFs with selectively added active management, and integrates tax services and client education into its offerings.

Alfredo Sandoval is a financial advisor at The Private Investment Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors since 2012, alongside his long tenure at The Private Investment Group beginning in 2002. Outside of his advisory role, Sandoval serves as vice-chairman of the USAF Academy Board of Visitors and is a partner and CFO of a real estate development firm, Creosote Partners. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combined top-down sector allocation and bottom-up security selection approach, utilizing ETFs and no-load mutual funds, and manages approximately $156 million on a discretionary basis.

Diane Rose is a financial advisor at James Investment Research Inc with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at James Investment Research since 1994, alongside a concurrent role at ALPS Distributors, Inc. since 2011. James Investment Research serves a diverse client base, including individual investors, retirement plans, charitable organizations, and investment companies. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and acts as adviser to an affiliated family of mutual funds while managing model portfolios for wrap and unified managed account programs.

Brian Shepardson is a CFA® and CIC credentialed financial advisor with 25 years of industry experience. He has worked at James Investment Research, Inc. since 2014 and previously was with Alps Distributors, Inc. for 11 years. James Investment Research, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through an investment committee while offering specialized strategies such as direct indexing and model portfolio management.

Lesley Ott is a financial advisor with James Investment Research Inc. She holds a Series 66 designation and has 15 years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, ALPS Distributors, and James Capital Alliance. She serves as a board member and investment committee member for the Dayton Children’s Hospital Foundation. James Investment Research, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages affiliated mutual funds as well as model portfolios for wrap fee programs.

Gavan Griesmeyer is a financial advisor at Wealth Management Group with one year of industry experience. He holds a Series 65 designation and has worked at Key Bank since 2020. Wealth Management Group serves both individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and investment research. The firm combines individual financial planning with institutional retirement plan services and a mutual fund allocation program.

David Mc Gowan is a financial advisor at James Investment Research Inc with nine years of industry experience. He holds a Series 65 designation and has worked at James Investment Research since 2022 and ALPS Distributors since 2017. James Investment Research serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through discretionary and non-discretionary services, model portfolios, and specialized strategies such as direct indexing.

Ryan Post is a financial advisor at James Investment Research Inc. with 13 years of industry experience. He holds a Series 65 designation and has been associated with James Capital Alliance, Inc. since 2006. James Investment Research, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through discretionary and non-discretionary services, model portfolio management, and specialized strategies such as direct indexing.

Richard Culpepper is a financial advisor with James Investment Research, Inc. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has worked at James Investment Research since 1995 and has been associated with ALPS Distributors, Inc. since 2011. James Investment Research, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through an investment committee, also acting as adviser to an affiliated family of mutual funds.

Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. She has been involved with Your Story Financial, LLC and its affiliated entities since 2016. Wooten is also the owner of Your Story Financial Academy, LLC, where she focuses on financial empowerment and education through workshops and online courses. Equita Financial Network, Inc. provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm employs a market efficiency and strategic asset allocation approach, supporting advisors through a network model and offering paraplanning and ongoing consulting services.

Stephen Wenstrup is a financial advisor at Journey Advisory Group, LLC with 22 years of industry experience. He previously worked at Tillar-Wenstrup Advisors, LLC for over two decades before joining Journey Advisory Group in 2023. Wenstrup holds Series 63 and Series 65 licenses. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes various analytical approaches and instruments, managing approximately $1.47 billion in assets.

Trent Dysert is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has been with James Investment Research, Inc. since 2014 and has worked at ALPS Distributors, Inc. since 2011. James Investment Research, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through a committee-reviewed approach with specialized strategies such as direct indexing.

Annette Quinter is a financial advisor with James Investment Research Inc, holding a Series 66 designation and 20 years of industry experience. She has worked at James Investment Research since 2005 and at Alps Distributors, Inc. since 2011. James Investment Research, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, trusts, and investment companies. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages specialized strategies such as direct indexing, while also advising affiliated mutual funds and serving as a model manager in wrap fee programs.

Kirk Stager is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH. He holds the Series 66 designation and has 12 years of industry experience. He has been associated with Westminster Financial Securities since 1996. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Allen Thuma is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He currently works at Waverly Advisors, LLC and previously spent ten years at Buckingham & Company (Buckingham Capital Management). Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base including non-HNW and high net worth clients.

Walter Roderer Jr. is a financial advisor with Harbour Investments, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Harbour Investments and his own Roderer Financial Group since 2011. Outside of his advisory role, he owns Roderer Financial Group as an independent insurance agency and Roderer Tax Group, LLC, which provides tax preparation services. Harbour Investments offers investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and provides a range of services such as discretionary portfolio management, wrap-fee programs, and model-based solutions.

Vivienne Noufer is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 41 years of industry experience. She has worked at Westminster Financial Securities, Inc. since 1987 and Minnesota Mutual Life since 1986. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a primarily buy-and-hold framework complemented by discretionary trading and option strategies.

Alexandra Morrison is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, Ohio. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Westminster Financial Advisory, she worked in various roles across marketing and digital agencies. 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 uses a strategic asset allocation approach with tactical adjustments and primarily employs a buy-and-hold strategy supported by discretionary trading and option strategies.

Ryan Johnson is a CFP®, CFA®, and Series 66 licensed financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He previously worked at Buckingham Capital Management, Inc. for 11 years before joining Waverly Advisors in 2024. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional and alternative investment strategies and offers a range of services including financial planning and multi-family office solutions to both non-HNW and high net worth clients.

Jessica Trunck is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Westminster Financial Securities, Inc. since 2002. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals and families, high-net-worth individuals, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.