Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. since 2024. She previously worked at Your Story Financial, LLC and Your Story Financial Academy, LLC, where she owns and operates a financial empowerment and education business offering workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, employing a market-efficient and strategic asset allocation approach tailored to client-specific investment policies.

Trent Dysert is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with James Investment Research, Inc. since 2014 and has prior experience at Alps Distributors, Inc. and Ameriprise. James Investment Research, Inc. is an SEC-registered adviser serving individuals, pension plans, charitable organizations, corporations, and investment companies. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, offering discretionary and non-discretionary portfolio management along with financial planning and fiduciary services.

Annette Quinter is a financial advisor at James Investment Research Inc with 21 years of industry experience. She holds a Series 66 designation and has worked at James Investment Research since 2005 and Alps Distributors, Inc. since 2011. James Investment Research, Inc. is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and investment-company clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan fiduciary services, and tax, accounting, and business consulting services. Their investment approach integrates fundamental, technical, quantitative, and qualitative analysis, with oversight by an Investment Committee and portfolio managers.

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.

Kirk Stager is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH. He holds the Series 66 designation and has 12 years of industry experience. He has been associated with Westminster Financial Securities since 1996. 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’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Vivienne Noufer is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 41 years of industry experience. She has worked at Westminster Financial Securities, Inc. since 1987 and Minnesota Mutual Life since 1986. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a primarily buy-and-hold framework complemented by discretionary trading and option strategies.

Alexandra Morrison is a financial advisor at Westminster Financial Advisory Corp in Beavercreek, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Westminster Financial Advisory Corp in 2025, she worked at Bakery Agency and Somnio among other firms. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a buy-and-hold framework supplemented by discretionary trading and option strategies to manage portfolios.

Jessica Trunck is a financial advisor with Westminster Financial Advisory Corp based in Beavercreek, OH. She holds the Series 66 designation and has 15 years of industry experience. Trunck has been associated with Westminster Financial Securities, Inc. since 2002. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily follows a buy-and-hold investment strategy complemented by periodic rebalancing and discretionary trading.

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.

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.

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.

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 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.

Steven Sipniewski is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Westminster Financial Advisory Corp since 2013, following a year at Thrivent Investment Management. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays, primarily using a buy-and-hold framework combined with periodic rebalancing and option strategies to manage portfolios.

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.

William Leboeuf is a financial advisor with Compound Planning, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Atomi Financial Group, Carillon Advisors, Emerald Investment Partners, Bank of America, Merrill Lynch, and ORG Private Advisors Group. Leboeuf serves as a director for the YMCA and the Western Golf Association Caddie Scholarship Fund and is on the board of a software company supporting life insurance sales agents. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process utilizing a variety of strategies and integrates technology partnerships to support portfolio oversight.

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.

Stuart Brazie is a financial advisor at Westminster Financial Advisory Corp with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Whitehall Financial Services and Quick & Reilly, Inc. Outside of advisory work, he is also involved as an insurance agent focusing on long-term care, deferred annuities, term, and other insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with tactical adjustments, utilizing a primarily buy-and-hold framework with discretionary trading and option strategies to manage portfolios.