Egan Rosell is a CFP® professional with six years of experience, currently with Eubel Brady & Suttman Asset Management, Inc. He has held multiple roles at the firm since 2014 and also worked at Wright State University and 22 Three Inc. His background includes both financial advisory and academic experience. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles, using a team-based advisory model. The firm serves both high-net-worth clients and institutional-type investors and manages proprietary mutual funds and private pooled LLCs with specific performance-based compensation structures.

Mark Merten is a financial advisor at Invest Capital Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Morgan Stanley. He is also president of Merten Capital, LLC, an independent investment advisory business. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management alongside stand-alone financial planning. The firm integrates portfolio management within a broader financial planning process, using methods such as modern portfolio theory, fundamental and technical analysis, and various investment strategies.

John Bach Jr. is a CFP® professional with 18 years of industry experience, currently serving as an advisor and CEO at Invest Capital Partners in Springboro, OH. His prior work includes roles at L.M. Kohn & Company, Main Street Not Wall Street, and Raymond James, among others. He is also the owner of Midwestern Insurance Management, an insurance agency offering health, life, property, and casualty insurance. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management along with financial planning, using a range of analysis methods and customized portfolio solutions.

Curtis Riley II is a financial advisor at Invest Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Park Avenue Securities. In addition to his advisory work, he is a pricing manager at Triad Technologies and co-owns two businesses outside the investment field: Arrow Painting and Trifecta Tax Services. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with comprehensive financial planning, utilizing various analytical methods and tailored client consultations.

Jeffrey Lutz is a financial advisor at Invest Capital Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Midwestern Wealth Management and serves as an independent insurance agent at Midwestern Insurance Management. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with financial planning, using a range of analytical methods and investment strategies tailored to each client’s objectives.

Teresa King is a financial advisor at Eubel Brady & Suttman with 22 years of industry experience. She has been with the firm since 2003 and holds Series 63 and Series 65 designations. Eubel Brady & Suttman provides discretionary investment management and financial planning for individuals, retirement plans, trusts, and institutional clients using a team-based advisory approach. The firm manages proprietary mutual funds and multiple private pooled investment vehicles, offering actively managed portfolios with fundamental research and long-term strategies.

Tyrone Phillippi is a CFP® with 20 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Life Plan Financial Group for 26 years. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis alongside tailored portfolio construction.

Addison Crouch is a financial advisor at CoreCap Advisors with a Series 66 designation and one year of industry experience. Prior to joining CoreCap, he worked at Cooper, Adel, Vu Financial and Walmart. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and typically long-term, with investment decisions focused on mutual funds, ETFs, equities, and bonds.

Benjamin Shroyer is a Series 65 credentialed advisor at Parallel Advisors, LLC with experience beginning in 2024. Prior to his current role, he worked for seven years at Dayton Christian School and six years at Dickinson State University. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs various investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who customize portfolios across multiple program structures and third-party platforms.

Peter Bohrofen is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at 9258 Wealth Management and Wells Fargo Clearing. 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 both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Cathy Waters is a financial advisor at Waverly Advisors, LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at 9258 Wealth Management, L.M. Kohn & Company, and National Retirement Consultants, Inc. 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 both discretionary and non-discretionary portfolio management.

William Groth is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked at 9258 Wealth Management, LLC and NATL Retirement Consultants Inc. Outside of his advisory role, Groth practices estate planning, probate, and tax law through the Groth Law Firm LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles, managing approximately $29.9 billion in assets. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing both traditional and alternative investment strategies.

Amy Barker is a CFP® and CFA® with 14 years of industry experience. She has been with Parallel Advisors, LLC since 2015. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc. in Manson, Ohio, holding a Series 63 designation and bringing 25 years of industry experience. His career includes 16 years at Edward Jones before joining Prospera Financial Services in 2017 and Independent Financial Partners in 2026. Outside of his advisory work, he manages several rental properties. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a combination of discretionary and non-discretionary management options.

Christopher Kurtz is a financial advisor with Redhawk Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and previously spent 17 years with Axa Advisors, LLC. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across various asset classes and services multi-generational wealth needs while maintaining oversight through a weekly investment committee.

Robert Henrich is a CFP® and CFA® with 29 years of industry experience. He has been with Parallel Advisors, LLC since 2018 and previously worked at Fifth Third Securities for five years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms and affiliated fiduciary services.

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

Christian Stake is an investment advisor representative with Gradient Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Gradient Advisors, he worked at Baynes Investment Counsel LLC and Transamerica Financial Advisors, Inc. He is also involved in highway construction operations as an operator foreman at Eagle Bridge Company. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates through a network of investment advisor representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Clarissa Warner is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at 9258 Wealth Management and National Retirement Consultants. Outside of her advisory role, she is a Jazzercise instructor. 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 and offers a range of financial planning and retirement plan consulting services.