Adam Beveridge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, ESB Wealth Management, NeoVenture, and his own firm, E.S. Beveridge & Associates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a variety of portfolio management strategies across multiple platform arrangements.

Jason Brooke is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMORGAN Chase Bank, N.A. since 2004. Outside of his advisory role, he serves as a baseball and basketball official for the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due diligence framework.

Michael Sima is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities, Meeder Investment Management, and Eagle Strategies. In addition to his advisory role, he is involved as an agent in insurance and benefits through Covenant Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary portfolio management options.

David Winand is a financial advisor at Edward Jones in Mount Gilead, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at NetJets Inc. for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Donald Sazdanoff is the sole advisor at Sovereign Asset Management in Lexington, Ohio, where he has provided investment advisory services since 1993. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Sovereign Asset Management is an independent, single-advisor firm managing approximately $53 million in assets for around 66 clients. The firm offers portfolio management services to individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with institutional-level services and published market commentaries.

Henrietta Sazdanoff is a financial advisor at Sovereign Asset Management with 18 years of industry experience. She holds the Series 63 designation and has a background working with Lexington Local Schools since 2003. Sovereign Asset Management is an independent, single-advisor registered investment adviser managing approximately $53 million for individual investors, pension or profit-sharing plans, and institutional clients. The firm combines solo-practitioner scale with services typically found at larger firms, including institutional portfolio management and published market commentaries.