Robert May III is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at several financial institutions, including PNC Bank and First Financial Bank. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

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.

Michael Buckner Jr. is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Sequent Planning in 2022, he worked for Lafayette Life Insurance Company for seven years. Outside of his advisory role, Buckner owns Buckner Whitetails, a hunting and outfitting business. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement plan services, employing a structured risk framework and diversified manager exposures within a multi-team adviser network.

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.

Gregory Bonzagni is a financial advisor at Beacon Capital Management, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Spc and Midland National Life Insurance Company. He serves on the board of Norwell Youth Lacrosse and holds board positions with the LIMRA/LOMA Annuity Distribution Committee and the Coalition for Equity in Wholesaling. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm uses data-driven tactical allocation strategies implemented mainly with ETFs and mutual funds.

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 with Stonex Advisors Inc. He holds a Series 63 designation and has 33 years of industry experience. He has worked at Aberdeen Financial Group Inc. since 1994 and has been with Stonex Advisors Inc. since 2018. Outside of his advisory role, Warren is a bass player in the Curious Animals band. Stonex Advisors Inc. offers portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed and model-based investment solutions, supported by various platforms, and conducts ongoing reviews of third-party money managers to implement client-directed investment strategies.

Brett Agnew is a financial advisor at Beacon Capital Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon since 2022, while also being affiliated with Sammons Financial Network since 2012. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms, retail advisors, and registered investment companies. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, using data-driven tactical allocation strategies implemented primarily through ETFs and mutual funds.

Cameron Bernadsky is a CFP® with 22 years of industry experience, currently affiliated with Founders Financial Securities LLC. He has held roles at several firms, including a 20-year tenure at Ethicon - Johnson & Johnson and positions at Covenant Planning and Wealth Management. Outside of his advisory work, Bernadsky serves on the board of A Child’s Hope International and is treasurer for 12 Stones Community Church and its affiliated coffee shop. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets. The firm supports a range of advisory platforms and allows its advisors to tailor investment strategies using various models and sub-advisors while providing regulatory oversight.

James Creech is a CFP® professional with 24 years of industry experience. He has worked at Silver Oak Securities since 2022, preceded by roles at Invest Capital Partners and Ameriprise Financial Services. Outside of his advisory work, he serves as Vice President of the Miami Valley Military Affairs Association and is active on the board of the All Inclusive Senior Services networking group. Silver Oak Securities, Inc. serves individuals, pensions, corporations, trusts, and other entities through a network of financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Christina Derham is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked in advisory roles at UBS Financial Services and Buckingham Advisors prior to joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients, including 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 services.

James Brown is a CFA charterholder currently with Waverly Advisors, LLC, where he has worked since 2024. He has three years of industry experience, including prior roles at Buckingham Advisors and Apex Capital Management/Fiera Capital. Outside of his advisory work, he is co-owner of Fourth Avenue LLC, a music entertainment business, and serves as Investment Committee Chair for the CFA Society Dayton. 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-market allocations and offers both discretionary and non-discretionary portfolio management.

Cameron Willis is a financial advisor with United Advisor Group and holds a Series 66 designation. He has one year of industry experience and has previously worked with Miami Valley Financial Partners and Silver Oak Securities, Inc. Outside of his advisory roles, Willis has experience competing in the Minor League Golf Tour and PGA Tour Canada. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using discretionary portfolio management that incorporates strategic and tactical asset allocation alongside value investing and various analytical methods.

Nicole Strbich is a CFP® professional at Waverly Advisors, LLC with 12 years of industry experience. She previously worked for Buckingham Financial Group, Inc. for 13 years before joining Waverly Advisors. Nicole is based in Dayton, OH. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

William Rowe II is a financial advisor with Founders Financial Securities LLC, holding a Series 63 designation and bringing 23 years of industry experience. His career includes roles at Covenant Planning and Wealth Management, The Cornerstone Group, Horter Investment Management, Regis Asset Management, and his own firm, Rowe Financial. Outside of advising, he is a consultant in health and wellness products and operates a business selling used books through Amazon’s FBA program. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing programs that combine mutual funds, ETFs, model allocations, and sub-advised strategies along with innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Lance Steiner is a CFP® with eight years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 12 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 integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both high-net-worth and non-high-net-worth clients.

William Lowe is a financial advisor at Beacon Capital Management, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Beacon in 2022, he worked at Spc from 2012 to 2021 and has ongoing affiliations with Sammons Financial Network, Sammons Retirement Solutions, and Sammons Financial Group. Outside of his advisory work, Lowe serves as a board member of the Insured Retirement Institute and Meals from the Heartland, and acts as a church elder at Valley Church in West Des Moines, IA. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a broad client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing mechanical, data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Mark Morris is a financial advisor with ValMark Advisers, Inc. in Kettering, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with ValMark since 2006 and has prior experience at Northwestern Mutual. Outside of advisory work, he is the author of *The Secure Future Advisor Book* and serves as chapter president of the American Financial Education Alliance, where he teaches financial education courses. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, supported by proprietary and third-party platforms, and includes management of investment-company products and index licensing arrangements.

Gerald Krach is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 20 years with Buckingham Capital Management, Inc. In addition to his advisory role, he is a partner at Dayton Tax & Accounting Certified Public Accountants and serves on the University of Dayton Planning Giving Counsel. Waverly Advisors is a multi-team registered investment adviser serving 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 investment management, financial planning, and multi-family office services.

John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.