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.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc., holding a Series 63 designation and bringing 25 years of industry experience. His prior experience includes 16 years at Edward Jones before joining Prospera in 2017 and later Independent Financial Partners in 2026. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans, using a combination of firm models, third-party sub-advisers, and customizable allocations through various sponsored platforms.

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.

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.

Christopher Kurtz is a financial advisor at RedHawk Wealth Advisors, Inc. with 25 years of industry experience. He held a position at Axa Advisors, LLC from 2000 to 2017 before joining RedHawk in 2017. Kurtz holds the Series 66 designation. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

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 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.

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.

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.

Christian Stake is an investment advisor representative at Gradient Advisors, LLC with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Baynes Investment Counsel LLC and Transamerica Financial Advisors, Inc. Outside of his advisory role, Stake is involved in highway construction operations as an operator foreman at Eagle Bridge Company. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model and utilizing tools such as the Color of Money Risk 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.

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.

Matthew Jadwisiak is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2026, he worked at Axim Wealth Management and Cetera Advisors, among other firms. He also manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent specializing in fixed insurance sales. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized advice through discretionary management and a range of investment strategies, including passive, active, tactical, and ESG-oriented options.

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.