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.

Nicole Strbich is a CFP® professional at Waverly Advisors, LLC with 12 years of industry experience. She previously worked for Buckingham Financial Group, Inc. for 13 years before joining Waverly Advisors. Nicole is based in Dayton, OH. Waverly Advisors is a multi-team registered investment adviser serving individuals, 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.

William Rowe II is a financial advisor with Founders Financial Securities LLC, holding a Series 63 designation and bringing 23 years of industry experience. His career includes roles at Covenant Planning and Wealth Management, The Cornerstone Group, Horter Investment Management, Regis Asset Management, and his own firm, Rowe Financial. Outside of advising, he is a consultant in health and wellness products and operates a business selling used books through Amazon’s FBA program. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing programs that combine mutual funds, ETFs, model allocations, and sub-advised strategies along with innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Lance Steiner is a CFP® with eight years of industry experience. He has worked at Waverly Advisors, LLC since 2024 and previously spent 12 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 integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both high-net-worth and non-high-net-worth clients.

William Lowe is a financial advisor at Beacon Capital Management, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Beacon in 2022, he worked at Spc from 2012 to 2021 and has ongoing affiliations with Sammons Financial Network, Sammons Retirement Solutions, and Sammons Financial Group. Outside of his advisory work, Lowe serves as a board member of the Insured Retirement Institute and Meals from the Heartland, and acts as a church elder at Valley Church in West Des Moines, IA. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a broad client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing mechanical, data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Kurtis Polacek is a CFP® professional with nine years of industry experience, currently serving at RedHawk Wealth Advisors, Inc. since 2018. He has prior experience with K&A Wealth Advisors, Simply Money Advisors, and John D. Dovich & Associates. In addition to his advisory role, he works as a Client Education Analyst providing educational services to Altair Group clients. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers 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.

Daniel Schmitz II is a financial advisor at Saxony Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Saxony Capital Management since 2016. Outside of his advisory role, he works as a contract pilot and flight instructor at Lunken Airport and coaches high school golf in the Hamilton, Ohio area. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with a broad range of investment strategies and offers discretionary asset management alongside financial planning and consulting.

Mark Morris is a financial advisor with ValMark Advisers, Inc. in Kettering, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with ValMark Advisers since 2006 and has prior experience with Valmark Securities. Outside of his advisory work, Morris is the chapter president of the American Financial Education Alliance, where he teaches financial education courses, and he is the author of "The Secure Future Advisor Book," which focuses on tax planning and retirement strategies. He also owns Good Steward Farms, LLC, a business that breeds miniature donkeys. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party investment platforms.

Gerald Krach is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 20 years with Buckingham Capital Management, Inc. In addition to his advisory role, he is a partner at Dayton Tax & Accounting Certified Public Accountants and serves on the University of Dayton Planning Giving Counsel. Waverly Advisors is a multi-team registered investment adviser serving 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 investment management, financial planning, and multi-family office services.

Jeff Groezinger is a financial advisor with Waverly Advisors, LLC, holding the PFS™ designation and Series 63 and 65 licenses. He has 21 years of industry experience, including a 20-year tenure at Buckingham Capital Management, Inc. Outside of advisory work, he serves as president of Groezinger Golf Enterprises, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm employs a range of strategies blending traditional equity and fixed income with alternative and private-market allocations, serving clients through discretionary and non-discretionary management.

Kameron Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at McKinley Carter Wealth Services and Lifeplan Financial Group, Inc. from 2013 to 2024. 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 a multi-disciplinary investment approach, utilizing various asset classes and technology platforms to manage portfolios and implement tax-efficient strategies.

Joseph Belew is a financial advisor at Waverly Advisors, LLC in Hamilton, Ohio, holding a Series 65 designation with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at 9258 Wealth Management, LLC for one year and spent over two decades at U.S. Bancorp Asset Management, 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-markets allocations, offering services including investment management, financial planning, and multi-family office solutions.

Patrick Hogan is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 designations and bringing 56 years of industry experience. He has worked at Saxony Securities Inc since 2009 and has operated Patrick Financial Corporation since 1985, where he provides consulting and tax preparation services in addition to investment-related activities. Saxony Capital Management offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team approach and employs various investment strategies, including discretionary asset management and third-party manager due diligence.

Emily Cozad is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Buckingham & Company for six years. Emily’s background includes roles at Wright Patterson Air Force Base and Wright State University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a blend of traditional and alternative investment strategies, financial planning, and multi-family office services, serving both non‑HNW and high net worth clients.

Bradley Griffith is a CFP® with 11 years of industry experience. He currently works at Waverly Advisors, LLC and previously held roles at Buckingham & Company and Ameriprise Financial Services, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management that combines traditional equity and fixed-income strategies with alternative and private-market allocations.

Jay Buckingham is a CFP® with 26 years of industry experience, currently serving at Waverly Advisors, LLC since 2024. He previously led Buckingham Capital Management and Buckingham Financial Planning, with over two decades of experience managing financial and tax services. Outside of financial advising, he holds leadership roles as president of a real estate holding company and treasurer for a condominium association. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Tyler Mays is a financial advisor at Beacon Capital Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Capital Management since 2016. Beacon Capital Management, Inc. provides investment advisory services mainly to retail investors through third-party financial intermediaries, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies. The firm employs tactical, data-driven strategies using model portfolios primarily composed of ETFs and mutual funds, offering discretionary account management and custom portfolio solutions.

Joseph Zaidain is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior roles include positions at LPL Financial, Brass Tax Wealth Management, Inc., and operating as a sole proprietor. He is also a partner in a restaurant operation in Adrian, Michigan. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, and retirement plan services through both discretionary and consultative platforms.