Beau Bryant is a CFP® with 14 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2026. He previously worked at Resolute Wealth Advisor, Inc. and J.P. Morgan Securities, among other firms. Beyond his advisory role, he owns BBTP, LLC, providing data and tax preparation reviews as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, pension consulting, and participant education to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm uses both fundamental and technical analysis, incorporates various trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.

Christopher Strehle is a financial advisor with Sound Financial Investment Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at firms including Osaic Wealth, Inc., Triad Advisors, LLC, and Dynamic Employee Solutions, LLC. He is president of Sound Financial Solutions, Inc., which sells non-investment insurance products through an affiliated insurance agency. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and participant education services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm utilizes both fundamental and technical analysis with long- and short-term strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.

Timothy Brown is a financial advisor at Anderson Financial Strategies, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including United Planners Financial Services of America and Cutter And Company Brokerage, Inc. Outside of his advisory role, he serves on the Bikeway and Non-Motorized Transportation Advisory Committee. Anderson Financial Strategies provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines active management with fundamental and technical analysis, utilizing Modern Portfolio Theory to build diversified portfolios and offering both discretionary and non-discretionary management options.

Nicole Lanning is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with Anderson Financial Strategies, LLC, where she has worked since 2024. Prior to this, she was employed at Pentegra and Nationwide Investment Services Corporation. Outside of her advisory role, she serves as an office manager at Stratton Mortgage, a mortgage brokerage. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach using fundamental and technical analysis alongside modern portfolio theory and offers a range of fiduciary and retirement plan consulting services.

Nicholas Schubeler is a financial advisor at The Private Investment Group, Inc. in Kettering, Ohio, holding Series 65 and Series 66 licenses with seven years of industry experience. He has been with The Private Investment Group since 2013 and previously worked at First Financial Capital Advisors LLC. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, pension and profit-sharing plans, and charitable organizations, using a combination of top-down macro and sector allocation with bottom-up fundamental and technical analysis. The firm manages approximately $180 million for around 184 clients without minimum account sizes and offers both discretionary and non-discretionary portfolio supervision.

Roman Skurdal is a financial advisor at Ceva Advisors with two years of industry experience. He holds a Series 65 credential and has worked previously at Aberdeen Capital. Outside of finance, his work history includes roles at Amazon, Echo Falls Golf Club, and Emerald City Pizza. Ceva Advisors is a small, state-registered firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory approach, constructing customized portfolios with ETFs, mutual funds, individual securities, private placements, and digital assets, while maintaining concentrated client relationships.

Kevin Bish is a financial advisor at Safe Harbor Wealth Management, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has served in the United States Air Force at the National Air & Space Intelligence Center since 1989, currently working as a Chief Engineer in military intelligence. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $25.7 million in client assets and primarily uses model portfolios and third-party money managers to implement client strategies.

Darren Harp is a financial advisor with Artifex Financial Group, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Artifex Financial Group from 2007 to 2026 and has been with Soltis Investment Advisors, LLC since 2026. Artifex Financial Group provides fee-only financial planning and investment management services to individual and institutional clients, integrating financial planning into their investment process and emphasizing strategic asset allocation and global diversification. The firm is known for its Private Direct Investments program and combines traditional advisory services with digital and sub-advised offerings.

Brian Walker is a CFP® and PFS™ with 11 years of industry experience. He is the sole advisor at Monetary Solutions, Ltd., where he has worked since 2015. Walker is also affiliated with the certified public accounting firm GoldShot, Lamb & Hobbs. Monetary Solutions, Ltd. provides investment advisory and asset management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm emphasizes strategic asset allocation and global diversification, implementing valuation-oriented, dynamic allocations primarily through no-load mutual funds and ETFs, with accounts managed on a discretionary basis.

Douglas Kinsey is a CFP® professional with 23 years of industry experience. He is currently with Artifex Financial Group, LLC, where he has worked since 2007, following prior roles at Soltis Investment Advisors, FIFTH THIRD SECURITIES, Inc., and Morgan Stanley. Artifex Financial Group provides fee-only financial planning and investment management services to individual and institutional clients, integrating financial planning with investment management through strategic asset allocation and diversified portfolios. The firm offers a range of services including retirement consulting, tax preparation, and operates a Private Direct Investments program for accredited clients.

Cory Davenport is a CFP® with 21 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, offering insurance products alongside his advisory services. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and client education for individuals, high-net-worth clients, and ERISA plan participants. The firm uses both fundamental and technical analysis with a mix of long- and short-term strategies while working with third-party custodians and advisers to manage client assets.

Timothy Adams is a Series 65-licensed advisor with five years of industry experience, currently with Inception Financial Services since 2024. He also provides accounting and bookkeeping services through Imagine 320 Inc., which he founded in 2006, and offers life, health, and annuity insurance products as an independent contractor. Prior to joining Inception Financial Services, he worked at Wealth Watch Advisor. Inception Financial Services offers portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of strategies including long-term trading, tactical and strategic asset allocation, and use of mutual funds, ETFs, and options, with assets custodied through specified providers.

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.

Andrew Le is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at firms including Geneva Investment Management of Chicago, International Game Technology, and Investment Counsel Company of Nevada prior to joining Investable Wealth Management in 2024. Investable serves individual investors through a payroll-linked automated investing platform offered as an employee benefit. The firm combines passive and actively managed ETFs within model portfolios constructed using traditional asset allocation, managing client accounts discretionarily and employing an employer SaaS distribution model that often results in employer-paid advisory fees.

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.

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.

Daniel Gudorf is a financial advisor at Gudorf Financial Group, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and CSSC Investment Advisory Services, Inc. In addition to his advisory role, he is Chief Strategy Officer at Gudorf Law Group, a law firm, and has involvement in insurance sales and real estate development. Gudorf Financial Group provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across around 100 client relationships, focusing on larger accounts and employing a long-term, diversified investment approach grounded in Modern Portfolio Theory.

Shon Anderson is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He has been with Anderson Financial Strategies, LLC since 2012 and previously worked at United Planners Financial Services of America and Kier Educational Resources. Anderson serves as president of the CFA Society Dayton and has been an adjunct professor at Wright State University since 2009. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach combining fundamental and technical analysis with modern portfolio theory, managing approximately $348 million in assets across a five-advisor team.

Elizabeth Kussman is a financial advisor with M.K. Brown Wealth Advisory in Oakwood, Ohio, holding a Series 66 designation and over 20 years of industry experience. She has been with Raymond James Financial Services and M.K. Brown Wealth Advisory since 2005. Kussman is also the president of a support company affiliated with the firm. M.K. Brown Wealth Advisory provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm manages approximately $164 million across about 157 client relationships, emphasizing discretionary portfolio management and asset allocation using third-party model portfolios and outside money managers.

Allison Szkody is a CFP® professional at Gudorf Financial Group, LLC with five years of industry experience. Prior to joining Gudorf Financial Group in 2026, she worked at Cambridge Investment Research Advisors for five years and at Fifth Third Bank for six years. She also consults on financial matters for a law firm and is a licensed insurance agent involved in insurance sales and implementation. Gudorf Financial Group provides discretionary investment management and comprehensive wealth planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across about 100 client relationships, focusing on larger accounts and utilizing a disciplined investment process based on Modern Portfolio Theory.