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 CFP® professional with 11 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC since 2024. Prior to joining Waverly, she spent 10 years with Buckingham Financial Group. 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, offering both discretionary and non-discretionary portfolio management along with 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. in Manson, Ohio, holding a Series 63 designation and bringing 25 years of industry experience. His career includes 16 years at Edward Jones before joining Prospera Financial Services in 2017 and Independent Financial Partners in 2026. Outside of his advisory work, he manages several rental properties. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a combination of discretionary and non-discretionary management options.

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.

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 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. in Dayton, OH, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Stonex Advisors since 2018 and has a long tenure at Aberdeen Financial Group Inc., where he also serves as broker and owner of an insurance agency. Outside of his advisory work, he is a bass player and booking member of the band Curious Animals. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of managed portfolio strategies using both proprietary and third-party solutions supported by advanced implementation platforms.

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.