Anthony Hixon is a Series 65 licensed advisor with 23 years of industry experience, currently serving at Hixon Zuercher Capital Management in Findlay, Ohio. He has been affiliated with Freedom Financial Solutions, LLC since 2003. Outside of his advisory role, he is the owner of Freedom Capital Dynamics, LLC, a general partner of a limited partnership. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses risk-tolerance questionnaires to tailor strategies investing primarily in no-load mutual funds, ETFs, and selected individual securities, and provides ongoing advisory, planning, and performance reporting services.

Austin Wilson is a financial advisor at Hixon Zuercher Capital Management with eight years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher Capital Management since 2018, following two years at Cooper Tire & Rubber Company. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm tailors investment strategies using client goals and risk tolerance, typically investing in no-load mutual funds, ETFs, and selected individual stocks and bonds, while providing ongoing performance reporting and client education through newsletters and workshops.

Jessica Hinks is a financial advisor at Hixon Zuercher Capital Management with nine years of industry experience. She has been with Hixon Zuercher since 2019 and previously worked at Lifeplan Financial Group, Inc. from 2015 to 2019. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a risk-tolerance questionnaire to customize investment strategies, typically involving no-load mutual funds, ETFs, and occasionally individual stocks and bonds, and provides a range of client reporting and educational services.

Phillip Trueblood is a financial advisor with Trueblood Wealth Management, LLC in Lima, Ohio, holding Series 63 and Series 66 designations and over 58 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as Treasurer of the Lima Convalescent Home Foundation and is a public trustee and finance committee member at Northeast Ohio Medical University. Trueblood Wealth Management offers portfolio management and financial planning services for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a range of investment strategies including asset allocation, fundamental and quantitative analysis, and uses options, margin, and derivatives as appropriate, while engaging third-party managers and custodians for execution and reporting.

Jordan Shaw is a CFP® professional with five years of industry experience. He is currently with Hixon Zuercher Capital Management and has previously worked at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. His background also includes roles at Liberty University and Corning Community College. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a risk-tolerance based approach to investment strategies, utilizing no-load mutual funds, ETFs, and individual securities, while providing regular portfolio reviews, performance reports, and supplemental educational materials.

Mary Mulcahy is a Series 65-licensed advisor at Trueblood Wealth Management, LLC, with one year of industry experience. Prior to joining the firm, she spent five years at the University of Findlay and has additional work experience at Shawnee Country Club and in educational roles at middle and high schools. Trueblood Wealth Management provides comprehensive portfolio management and financial planning services for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of asset-allocation strategies and various analytical approaches, including the use of margin, derivatives, and third-party money managers, managing approximately $474 million in assets with a five-advisor team.

Marcy Bibler is a financial advisor at Asset One Wealth Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities and Cetera. Bibler also serves as Director of Client Experience at Asset One Wealth Management dba AK Wealth Management. 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 clients with over $2 million in assets.

Phillip Lawson is a financial advisor with AlphaStar Capital Management and Lawson Financial Group, holding a Series 66 designation and 19 years of industry experience. He is a managing member of JJ Ventures, LLC, which owns and operates Jimmy Johns restaurants, and also leads a craft brewery startup, Brew Capital Partners, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing third-party portfolio construction technology and providing ERISA-related plan services.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and a network of affiliated businesses providing insurance, tax, and brokerage services.

Kathi Dunlap is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at Faith Investment Services of Ohio LLC since 2023 and has been involved with Quiet Life LTD, a construction and remodeling business, since 2003. Creative Financial Designs serves individual and institutional clients with investment management and financial planning through a network of advisers, offering a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Faith Investment Services. Outside of finance, Moore is the owner and laborer of Josh Moore Contracting, a construction and maintenance business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations guided by an Executive Investment Committee and offers various portfolio customization features, including Biblically Responsible Investing strategies.

Timothy Sielschott is a financial advisor with Gateway Wealth Partners, LLC in Lima, Ohio, holding a Series 63 designation and 22 years of industry experience. He has been with Gateway and affiliated with LPL Financial since 2012 and previously operated under the DBA Sielschott Financial Services. He serves as a board member for the LCC Education Endowment, a local nonprofit organization. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using both fundamental and technical analysis.

Bernard Nienberg is a financial advisor at Royal Fund Management, LLC with 42 years of industry experience. He holds the ChFC® designation and a Series 63 license. In addition to his advisory role, he owns and operates a retail insurance agency specializing in life, accident, and health insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk profiles and manages approximately $1.55 billion in assets through 83 advisors.

Kenneth Rumbaugh is a financial advisor with Harbour Investments, Inc. in Lima, Ohio, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Harbour Investments and his own firm, Ken Rumbaugh Inc., since 2003, and has worked with Professional Business Network Inc. since 1989. Outside of his advisory roles, he serves as an adviser to the board of Investors Preferred Life and is involved in consulting and referral businesses related to estate planning, insurance, business exits, and cost segregation services. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base 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 offers model-based solutions through a subscription platform.

David Robinson is a financial advisor with WesBanco Securities, Inc. in Findlay, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, The State Bank & Trust, and Cetera Investment Services. Outside of his advisory work, he is a part owner of an indoor golf simulator facility, Fore One Nine Golf Club, LLC, in Findlay. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets with 28 advisors. The firm offers a range of portfolio management solutions, including wrap-fee programs and access to third-party managed accounts, utilizing various investment strategies and analytical methods.

James Copeland is a financial advisor at Kestra Advisory with 21 years of industry experience. He has worked at Kestra Advisory Services since 2026 and previously spent five years at Commonwealth Financial Network and seven years at Voya Financial Advisors. Copeland is also involved in fixed insurance sales and serves as an agent for Copeland Insurance Group, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Kevin Smith is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2016. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types and utilizes third-party portfolio managers on its Passageway Managed Account platform.

Matthew Leddy is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 63 designation and has previously worked at True View Financial Group, MDRN Capital, LLC, and Golden Reserve RIA, LLC. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory, offering services through independent advisor representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Charles Rogers is a financial advisor at Eagle Strategies (NY Life) with six years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with New York Life Insurance Company since 2016. Rogers has worked with NYLIFE Securities, LLC since 2020 and joined Eagle Strategies LLC in 2025. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Chad Balhoff is a financial advisor at Fifth Third Securities, Inc. in Fremont, Ohio, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2017, following three years at Cco Investment Services Corp. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.