Sydney Burchett is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Waverly Advisors, Burchett worked at Buckingham Advisors and has experience in various roles including positions at Brunner's Lawn & Services and the City of Moraine Parks and Recreation Department. Burchett has also been affiliated with Wright State University in multiple capacities. Waverly Advisors is a multi-team registered investment adviser serving individuals across a range of wealth levels, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Mitchell Bodenmiller is a CFA® charterholder and holds a Series 66 license, currently with Waverly Advisors, LLC. He has seven years of industry experience, including prior roles at Buckingham Capital Management and Tudor Financial Inc. Bodenmiller serves as the membership chair for the Dayton CFA Society and is a board member of the Centerville Noon Optimists service club. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations, serving both discretionary and non-discretionary clients.

Matthew Bayer is a financial advisor at Harbour Investments, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has operated BMB Concepts LLC since 2006 and Bayer Financial Group, LLC since 2004. Outside of his advisory work, he is involved as an independent insurance agent and serves as managing member of a real estate holding company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Stephen Hecker is a financial advisor at Exodus Wealth, LLC with 50 years of industry experience. He holds a Series 63 designation and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2016. He is also an investment adviser representative with Prosperity Wealth Management. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision using a mix of fundamental, technical, and cyclical analysis across various investment strategies and manages several hundred million dollars in discretionary assets.

Kenneth Warnick is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2009. Outside of his advisory work, he is self-employed in accounting and tax preparation services. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to a diverse client base including individuals, families, trusts, and charitable organizations. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy enhanced by tactical adjustments based on economic and market conditions.

Janet Steinke is a CFP® professional with 21 years of experience in the financial services industry. She currently works at Waverly Advisors, LLC and previously spent over two decades at Buckingham Capital Management, Inc., as well as affiliated Buckingham entities. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, serving a broad client base including both non-HNW and high net worth clients.

Marla Chambers is a Certified Financial Planner® (CFP®) and holds a Series 65 license, with 10 years of industry experience. She has worked at Waverly Advisors, LLC since 2024 and previously spent a decade with Buckingham Financial Group. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Melissa Mueller is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Buckingham Advisors and CAVU Group. Outside of her advisory role, she has been involved with 2 Cups Coffee and Bakery LLC since 2012. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office solutions, integrating traditional and alternative investment strategies across its platform.

Brent Jackson is a financial advisor at G. A. Repple & Company with 13 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2014. In addition to his advisory role, he owns Harvest Financial, where he acts as an insurance agent specializing in the sale of insurance and Medicare health plans. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary and non-discretionary management, separately managed accounts, and Biblically-Responsible Investing models.

Morgan Brazie is a financial advisor at Westminster Financial Advisory Corp with 12 years of industry experience. He holds the Series 66 designation and has been with Westminster Financial Securities Inc. since 2013. 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 employs a diversified, multi-asset class investment approach with a primary buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Michael Buckner Jr. is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Sequent Planning in 2022, he worked at Lafayette Life Insurance Company for seven years. Outside of his advisory role, he owns Buckner Whitetails, a hunting and outfitter business. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and offers ongoing investment communications uncommon for firms of its size.

Christina Israel is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Waverly Advisors in 2024, she worked at Buckingham Advisors, Fifth Third Securities, Fifth Third Bank, and Kay Jewelers. 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 and offers a range of planning tools and multi-family office services.

Tracy Travis is a CFP® and Series 65-licensed advisor at Waverly Advisors, LLC with four years of industry experience. She previously spent ten years at Buckingham & Company. 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 approximately 224 advisors and overseeing about $29.9 billion in assets under management.

Bruce Warren is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2018, previously serving at StoneX Securities and Aberdeen Financial Group. Outside of his advisory role, he is a bass player in the Curious Animals band. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and manager options to implement tailored strategies and conducts ongoing due diligence on its offerings.

Steven Sipniewski is a CFP® professional with 13 years of industry experience, currently serving at Westminster Financial Advisory Corp since 2013. He holds the Series 66 designation and is based in Beavercreek, OH. 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 employs a diversified, multi-asset class investment approach with a primary buy-and-hold strategy supplemented by tactical and cyclical adjustments.

Edward Registrato is a financial advisor with Westminster Financial Advisory Corp in Sun City, AZ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked with American Network Securities Corp since 1983 and American Network Financial Services Corp since 1978. Outside of advising, he is also a licensed REALTOR serving as a referral agent. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a diversified, multi-asset class investment approach with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Grant Francis is a financial advisor at Westminster Financial Advisory Corp with four years of industry experience. He holds the Series 66 designation and has worked in various roles prior to joining Westminster Financial Securities, Inc. in 2022, including positions in hospitality and education. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments based on economic and market analysis, primarily using a buy-and-hold strategy supplemented by discretionary trading and options strategies.

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 Creech is a CFP® with 23 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2022. His prior roles include positions at Invest Capital Partners and Ameriprise Financial Services, Inc. He is active in community organizations, holding leadership roles such as Vice President of the Miami Valley Military Affairs Association and the All Inclusive Senior Services networking group. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers personalized portfolio management and financial planning through a combination of internal and third-party strategies, serving clients with tailored investment solutions across multiple asset classes.

Stuart Brazie is a financial advisor at Westminster Financial Advisory Corp with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Westminster Financial Securities since 2016. His prior experience includes roles at KMS Financial Services, Inc and Whitehall Financial Services. Outside of advising, he is licensed as an insurance agent, focusing on long-term care, SPDA, term, and other insurance products. 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 emphasizes diversified, multi-asset class portfolios with a buy-and-hold approach supplemented by tactical overlays and cyclical analysis.