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.

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 Buckner Jr. is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Sequent Planning in 2022, he worked at Lafayette Life Insurance Company for seven years. Outside of his advisory role, he owns Buckner Whitetails, a hunting and outfitter business. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and offers ongoing investment communications uncommon for firms of its size.

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 at StoneX Advisors Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2018, previously serving at StoneX Securities and Aberdeen Financial Group. Outside of his advisory role, he is a bass player in the Curious Animals band. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and manager options to implement tailored strategies and conducts ongoing due diligence on its offerings.

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.

Steven Sipniewski is a CFP® professional with 13 years of industry experience, currently serving at Westminster Financial Advisory Corp since 2013. He holds the Series 66 designation and is based in Beavercreek, OH. 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 strategy supplemented by tactical and cyclical adjustments.

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. in Dayton, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and multiple advisory firms. Outside of his advisory work, he 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, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a customized, risk-based investment approach utilizing a variety of strategies including low-cost ETFs, direct indexing, and alternative investments, supported by third-party sub-advisors and technology partnerships.

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.

Cameron Bernadsky is a CFP®-credentialed financial advisor with 22 years of industry experience, currently affiliated with Founders Financial Securities LLC in Dayton, OH. His career includes roles at Covenant Planning and Wealth Management, AE Wealth Management, The Cornerstone Group, Horter Investment Management, and a two-decade tenure at Ethicon - Johnson & Johnson. He serves as a board member for A Child's Hope International, a nonprofit focused on adoption and humanitarian efforts, and holds treasurer positions at 12 Stones Community Church and its coffee shop. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and services, including managed portfolios, private wealth solutions, and specialty consulting such as 1031 exchange advisory.

James Creech is a CFP® with 23 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2022. His prior roles include positions at Invest Capital Partners and Ameriprise Financial Services, Inc. He is active in community organizations, holding leadership roles such as Vice President of the Miami Valley Military Affairs Association and the All Inclusive Senior Services networking group. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers personalized portfolio management and financial planning through a combination of internal and third-party strategies, serving clients with tailored investment solutions across multiple asset classes.

Stuart Brazie is a financial advisor at Westminster Financial Advisory Corp with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Westminster Financial Securities since 2016. His prior experience includes roles at KMS Financial Services, Inc and Whitehall Financial Services. Outside of advising, he is licensed as an insurance agent, focusing on long-term care, SPDA, term, and other insurance products. 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 emphasizes diversified, multi-asset class portfolios with a buy-and-hold approach supplemented by tactical overlays and cyclical analysis.

Collin Brazie is a financial advisor at Westminster Financial Advisory Corp with five years of industry experience. He holds the Series 66 designation and has worked primarily with Westminster Financial Securities, Inc. since 2013, with periods of self-employment in between. Outside of finance, he is a co-founder of Closing Time Productions, a film production company involved in writing and shooting. 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 approach focuses on diversified, multi-asset class allocations with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.

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.