Jeremy Kelley is a financial advisor at Creative Financial Solutions, LLC with 18 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Cambridge Investment Research Inc. and The Huntington Investment Company. Kelley is also an independent insurance agent with various companies. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm emphasizes planning and fee-for-service models over asset-based fees and uses third-party custodians for investment execution rather than managing client assets directly.

Mark Casto is a financial advisor with Creative Financial Solutions, LLC, holding the CFP® designation and Series 63 license, and has 26 years of industry experience. He has been with Creative Financial Solutions since 2000 and also has a 12-year history with Cambridge Investment Research. Outside of advisory services, he is an independent insurance agent through his own firm, MARK CASTO, LLC. Creative Financial Solutions primarily serves individuals, families, small businesses, and trusts by providing comprehensive financial planning and related advisory services. The firm employs a planning and fee-for-service model rather than asset-based fees, focusing on mutual funds, ETFs, annuities, and similar vehicles, while advisors operate with dual registrations and utilize third-party custodians for investment execution.

Ryan Garland is a CFP® professional at Savvy with seven years of industry experience. He has worked at multiple firms including Budros, Ruhlin & Roe and Corient Services LLC. Outside of his advisory role, Garland facilitates farm succession planning with agricultural families through Nationwide Land As Your Legacy, where he also delivers presentations and helps connect clients with relevant professionals. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Richard Tucker is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 27 years with Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Seth Hargrove is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2014. He has been affiliated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor within the structure of a large banking institution.

Jason Phipps is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including prior work with People's Bank, N.A. and Raymond James Financial Services. He serves as treasurer and board member for local nonprofit organizations in Ohio. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital platform.

Thomasina Quesinberry is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Advisors LLC since 2021 and is also involved with Prosperity Advisors, a financial services firm where she serves as a compliance associate. Outside of her financial career, she volunteers as secretary for the Purrfect Companion Cat Resource Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Jacob Waters is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to help them work towards their financial goals through holistic planning. Jacob has been with Fidelity Investments since 2021, progressing through various roles including Benefits and Planning Consultant, Workplace Planning Consultant at multiple levels, Investment Solutions Representative, and Customer Relationship Advocate. Prior to Fidelity, he completed an internship at Creative Financial Solutions from 2020 to 2021. Outside of his professional work, Jacob is engaged in family activities and enjoys football, golf, music, social events with friends, and parenthood.

Robert Herron is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and also operates Herron Financial Group, which he founded in 1999. Outside of his advisory work, he serves as a trustee for multiple family trusts involved in charitable distributions and participates in a local investment club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio strategies across multiple custody platforms.

Justin Dawson is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2010. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Andrew Day is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in education for five years and coached varsity boys and girls basketball teams at Adena Local Schools. He also serves as a high school football announcer for iHeartMedia. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.