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.

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.

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.

Vidalia Cornwall is a CFP® and ChFC® professional with five years of experience in financial advising. She currently works at Tessara Wealth in Dayton, OH, and previously held roles at Ballast Point Financial Planning and Northwestern Mutual. Tessara Wealth serves individual and high-net-worth clients, focusing on comprehensive financial planning and portfolio management with services that include tax planning and preparation. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, often managing accounts non-discretionarily through Betterment, and offers educational seminars and a focus on serving high-achieving women.

Michael Griesmeyer is a CFP® with 41 years of industry experience and has been with Wealth Management Group, Inc. since 1991. He is based in Tipp City, Ohio, and holds the Series 63 license. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Shehara Wooten is a CFP® professional affiliated with Equita Financial Network, Inc., with 22 years of experience in the financial industry. She has held roles at Equita Financial Network since 2024 and previously led Your Story Financial, LLC and Your Story Financial Academy, LLC. She is the owner of Your Story Financial Academy, a financial empowerment and education business providing workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, emphasizing market efficiency and strategic asset allocation while employing client-specific investment policy statements.

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.

Craig Sutherland is a financial advisor with OneSeven in Dayton, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. He is also associated with MGO One Seven dba Feldmeyer Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

Andrew Blumenstock is a CFP® and holds a Series 65 designation with two years of industry experience. He currently works at Root Financial Partners, joining the firm in 2026 after two years at Peak Retirement Planning, Inc. Prior to his financial advisory career, he served ten years in the United States Air Force. Root Financial Partners provides investment management and comprehensive financial planning services to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Michael Groomes is a Series 63 licensed financial advisor with seven years of industry experience. He currently serves at Altitude Capital Management LLC and has prior experience with New York Life Insurance Co., Prudential Insurance Company of America, and various other firms. Groomes is also involved in insurance sales through his role as agent and owner at MLG Financial Services Ltd. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.

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.

Steven Jacobs is a financial advisor at HBW Advisory Services LLC in Springfield, OH, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HBW Advisory Services since 2019, with prior experience at Cetera Advisor Networks, HBW Securities LLC, and HBW Partners. Jacobs also works as an insurance agent selling life, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers, multi-manager diversification, and tactical asset allocation, and offers sub-advisory and co-advisory services along with online wrap-fee portfolio options and retirement-plan subscription services.

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.

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 with Signal Advisors Wealth, LLC, holding 11 years of industry experience. He has worked at several firms including AE Wealth Management, Heritage Financial Resources Wealth Management, Transamerica Financial Advisors, and World Financial Group. He is involved with Heritage Financial Resources, where he oversees sales, presentations, and planning with other agents; the firm specializes in federal civilian employee benefits for education and retirement planning. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.