Christine Tenbarge is a financial advisor with Tudor Financial, Inc. She holds the CFP® and ChFC® designations and has 42 years of industry experience. Since 1987, she has been associated with Westminster Financial Securities, Inc. in various advisory roles. Tudor Financial provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized pension plans. The firm manages approximately $256.3 million in discretionary assets and offers research-driven portfolio solutions that range from conservative income to aggressive growth.

Tyrone Phillippi is a CFP® with 19 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. Prior to that, he worked at Life Plan Financial Group for 26 years. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Jesse Howie is a financial advisor at Beacon Capital Management, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Sammons Retirement Solutions, Spc, and Sammons Financial Network. Outside of his advisory role, he is an owner of Circle H Management, LLC, a family-owned entity managing passive farm rental income. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, using mechanical, data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

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 Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Waverly Advisors, LLC since 2024, following prior roles at 9258 Wealth Management and Wells Fargo Advisors. Waverly Advisors is a multi-team registered investment adviser serving individual clients, 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.

Allen Thuma is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He currently works at Waverly Advisors, LLC and previously spent ten years at Buckingham & Company (Buckingham Capital Management). 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 a broad client base including non-HNW and high net worth clients.

Christopher Meyer is a Series 65-licensed financial advisor at Avior Wealth Management, LLC with four years of industry experience. He previously worked at Orion Portfolio Solutions, Orion Advisor Solutions, Horter Investment Management, Inc., and Great American Insurance Group. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Walter Roderer Jr. is a financial advisor with Harbour Investments, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Harbour Investments and his own Roderer Financial Group since 2011. Outside of his advisory role, he owns Roderer Financial Group as an independent insurance agency and Roderer Tax Group, LLC, which provides tax preparation services. Harbour Investments offers investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and provides a range of services such as discretionary portfolio management, wrap-fee programs, and model-based solutions.

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.

Ryan Johnson is a CFP®, CFA®, and Series 66 licensed financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He previously worked at Buckingham Capital Management, Inc. for 11 years before joining Waverly Advisors in 2024. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional and alternative investment strategies and offers a range of services including financial planning and multi-family office solutions to both non-HNW and high net worth clients.

Sydney Burchett is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Waverly Advisors, Burchett worked at Buckingham Advisors and has experience in various roles including positions at Brunner's Lawn & Services and the City of Moraine Parks and Recreation Department. Burchett has also been affiliated with Wright State University in multiple capacities. Waverly Advisors is a multi-team registered investment adviser serving individuals across a range of wealth levels, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Mitchell Bodenmiller is a CFA® charterholder and holds a Series 66 license, currently with Waverly Advisors, LLC. He has seven years of industry experience, including prior roles at Buckingham Capital Management and Tudor Financial Inc. Bodenmiller serves as the membership chair for the Dayton CFA Society and is a board member of the Centerville Noon Optimists service club. 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, serving both discretionary and non-discretionary clients.

Vincent Gaglione III is a financial advisor at Beacon Capital Management, Inc. based in Dayton, OH, with nine years of industry experience. He has been with Beacon Capital Management since 2015 and holds a Series 65 credential. Beacon Capital Management, Inc. provides investment advisory services primarily to retail investors through third-party financial intermediaries, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies. The firm delivers tactical, data-driven model portfolios using ETFs and mutual funds and acts as adviser to the Beacon Funds.

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.

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.

Stephen Hecker is a financial advisor at Exodus Wealth, LLC with 50 years of industry experience. He holds a Series 63 designation and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2016. He is also an investment adviser representative with Prosperity Wealth Management. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision using a mix of fundamental, technical, and cyclical analysis across various investment strategies and manages several hundred million dollars in discretionary assets.

Janet Steinke is a CFP® professional with 21 years of experience in the financial services industry. She currently works at Waverly Advisors, LLC and previously spent over two decades at Buckingham Capital Management, Inc., as well as affiliated Buckingham entities. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, serving a broad client base including both non-HNW and high net worth clients.

John Henseler is a financial advisor at Beacon Capital Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Spc and Midland National Life Insurance Company. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.