Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Brent Gargano is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at National Wealth Management Group, LLC. His prior experience includes roles at UBS Financial Services Inc. and Fidelity, where he held various advisory and brokerage positions over seven years. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client, offering a range of portfolio management options and consulting services through multiple platforms and custodians.

Thomas Ebner is a financial advisor at Southland Equity Partners, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining Osaic Wealth, Inc. and Southland Equity Partners. In addition to his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and oversees third-party portfolio managers with regular reviews.

Elizabeth Dayter is a financial advisor at Journey Advisory Group, LLC in Cincinnati, Ohio, with eight years of industry experience. She holds a Series 65 designation and has been with Journey Advisory Group since 2020. Prior to that, she worked at Torch Wealth Management LLC beginning in 2013. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a long-term investment strategy with a focus on strategic asset allocation and employs a variety of analytical methods and investment instruments.

Sharon Miller is a CFP® professional with eight years of experience in the financial advisory industry. She has been associated with Personal Choice Financial Advisors, LLC since 2002. Financial Rounds (Personal Choice Financial Advisors, LLC) provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a blend of passive and active strategies tailored to each client’s asset allocation, time horizon, and tax considerations, and supports held-away accounts through an order-management platform to enhance tax efficiency and rebalancing.

Jill Henson is a CFP® with 19 years of industry experience, currently serving at Journey Advisory Group, LLC since 2021. Her prior experience includes roles at U.S. Bancorp Investments and U.S. Bank from 2016 to 2021. Journey Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

Paul Burgdorf is a financial advisor at Harvest Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Harvest Financial Advisors since 2009. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services using fundamental, technical, and cyclical analysis, with strategies implemented on both discretionary and non-discretionary bases.

Brian Munoz is a financial advisor at Financial Rounds with a Series 65 credential and four years of industry experience. He has held positions at multiple firms including Corient, CI Doyle Private Wealth, and Reilly, Fisher & Solomon. Outside of his advisory work, Munoz owns and manages Munoz Advisors, a bookkeeping and tax preparation firm. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a mix of passive and active strategies tailored to clients’ asset allocations, time horizons, and tax considerations.

Christopher Hansen is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Financial Rounds, operating through Personal Choice Financial Advisors, LLC, and has worked in tax preparation as CEO of Personal Choice Tax, LLC since 2021. Hansen also has a background in property management through his role at CRMD Properties, LLC. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs both passive and active investment strategies tailored to client needs and supports held-away accounts to optimize tax efficiency and portfolio rebalancing.

Donald Bateman is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with National Wealth Management Group since 2016 and has also worked at LPL Financial since 2013. Outside of finance, Bateman performs as a musician with the Donnie Bateman Band. National Wealth Management Group (NWMG) provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach with a variety of implementations and offers services through a network of adviser representatives and multiple program platforms, supported by a multi-office presence and a formal accounting firm affiliation.

Robert Hansen is a CFP® professional with four years of experience in the financial advisory industry. He is affiliated with Financial Rounds and has held roles at Personal Choice Financial Advisors, LLC since 2017 and Personal Choice Tax, LLC since 2021, where he serves as president of the tax preparation business. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors by providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm uses a blend of passive and active investment strategies focused on low internal costs and tax-efficient portfolio construction, and offers integrated tax planning through its wholly owned subsidiary.

Ellen Weed is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007. Outside of her advisory role, she is a co-owner of a long-term care insurance agency, Financial Security Solutions, LLC, in Middletown, Ohio. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related entities. The firm employs a fundamental analysis approach overseen by a multi-person Investment Committee and offers growth, balanced, and conservative strategy options.

Jon Ewing is a financial advisor with National Wealth Management Group, LLC and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. He currently operates within a team of 17 advisors at National Wealth Management Group. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms and custodians.

Chelsea Vitale is a Series 65-credentialed advisor at Shoker Investments with two years of industry experience. Prior to joining Shoker Investments in 2024, she worked at Covermymeds and Randstad Technologies, totaling ten years of professional experience outside of financial advising. Shoker Investment Counsel, Inc. provides discretionary portfolio management and integrated financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a long-term investment approach using individual stocks, low-cost index funds, and bonds, alongside comprehensive client communications and specialized services such as leverage and equity options for qualified clients.

Ryan Motsinger is a financial advisor at Harvest Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and MML Investors Services, LLC. Outside of advisory work, he has served as a Financial Aid Support Specialist at Regent University. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $583 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis to implement various investment strategies.

Robert Leshnak Jr. is a CFP® with 38 years of industry experience, currently serving as an advisory representative at Southland Equity Partners, LLC. His prior experience includes 26 years at FSC Securities Corporation and three years at OSAIC. Leshnak holds an Enrolled Agent (EA) designation and operates a tax preparation business in Ohio. He also serves as a board member for Mount Notre Dame High School and is president of the Liberty Centre Office Condo Association. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses by providing financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios managed on discretionary or non-discretionary bases.

Matthew Weed is a CFP® and CFA® with 18 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2015, working as part of a four-advisor team. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension, and profit-sharing plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee, offering growth, balanced, and conservative strategies with portfolios typically constructed for multi-year horizons.

Noah Henson is a financial advisor at National Wealth Management Group, LLC with nine years of industry experience. He holds a Series 63 credential and has previously worked at LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, Henson is the junior varsity head coach for the high school baseball team at Villa Madonna Academy in Kentucky. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and offers a range of services including portfolio management, retirement plan consulting, and estate-plan coordination.

Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. 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, offering a range of investment management and financial planning services.