Alexandra Morrison is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, Ohio. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Westminster Financial Advisory, she worked in various roles across marketing and digital agencies. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm uses a strategic asset allocation approach with tactical adjustments and primarily employs a buy-and-hold strategy supported by discretionary trading and option strategies.

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.

Jessica Trunck is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Westminster Financial Securities, Inc. since 2002. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals and families, high-net-worth individuals, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

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.

Kyle Rudduck is a CFP® and CFA® with nine years of industry experience. He is currently with Compound Planning, Inc. and has previously worked at Savvy, Alterntiv Wealth, Quadrant Capital Group, Constellation Wealth Advisor, Creative Planning, and Truepoint Inc. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning and consulting, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment process focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, and it employs a range of strategies including low-cost ETFs, direct indexing, and alternatives.

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.

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.

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.

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.

Marla Chambers is a Certified Financial Planner® (CFP®) and holds a Series 65 license, with 10 years of industry experience. She has worked at Waverly Advisors, LLC since 2024 and previously spent a decade with Buckingham Financial Group. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, 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 alongside financial planning and multi-family office services.

Melissa Mueller is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Buckingham Advisors and CAVU Group. Outside of her advisory role, she has been involved with 2 Cups Coffee and Bakery LLC since 2012. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office solutions, integrating traditional and alternative investment strategies across its platform.

Emily Damman is a financial advisor at Beacon Capital Management, Inc. with a Series 65 credential and four years of industry experience. Her work history includes positions at Sammons Financial Group and Faegre Baker Daniels. She also serves as counsel at Sammons Financial Group member companies. Beacon Capital Management provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries, offering model portfolios, discretionary account management, and custom solutions. The firm employs tactical, data-driven strategies using ETFs and mutual funds, managing a large client base and serving as adviser to registered investment companies and certain ETFs.

Joshua Smith is a financial advisor at Beacon Capital Management, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Beacon since 2022. Prior to this, he was with Spc for eight years and has been associated with Sammons Financial Group since 2011. Smith also serves as a board member for Single Parent Provision, a nonprofit organization supporting single parents and their families. 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 plans, corporations, charitable organizations, and trusts, and employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

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.

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.