Blake Rockey, CFP® is a Certified Financial Planner® and fee-based fiduciary advisor registered through Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm offering services through a network of independent professionals. The independent professionals serve a diverse client base, including individuals, pension plans, charitable organizations, and trusts- using a range of portfolio management and model-based solutions. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services. through a network of independent professionals.

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the sole advisor at Oberlin Wealth Partners, LLC, and has been involved with several related entities including Oberlin Financial International and Oberlin - Turnbull, Inc., where he serves as chairman of a funeral home business. Outside of advisory services, he is active in insurance sales and commercial property management. Oberlin Wealth Partners operates as a single-advisor practice providing discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and insurance-company clients. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios and specialty services such as retirement-plan fiduciary oversight and family office coordination.

Laura Stover is a financial advisor at Virtue Capital Management, LLC with 18 years of industry experience. She holds a Series 63 designation and has previously worked at Optivise Advisory Services, PanthRex Asset Management, and Brookstone Capital Management, among others. In addition to her advisory role, she owns LS Tax LLC, which utilizes CPAs for client tax returns and second opinion analyses, and also acts as an insurance agent. Ms. Stover may offer physical gold and silver to clients and receive commissions on these transactions. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a multi-team model, offering discretionary and non-discretionary portfolio management, financial planning, and consulting while customizing portfolios using tactical, strategic, and dynamic approaches.

Bill Mann is a financial advisor with SPC in Bryan, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, Mann is the owner of Mann's Investment Group, LLC, which sells life, health, and disability insurance, and he serves as Chief Administrative Officer and Director of the American Legion Riders. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously spent over two decades with Northwestern Mutual in various roles. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing both discretionary and non-discretionary approaches and offers a range of managed account solutions through proprietary and third-party platforms.

Michael Johnson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, Johnson owns Johnson Financial Group, an insurance agency, and serves on the board of the Bryan Rotary Club as well as the Bryan Area Foundation. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Ryan Bethel is a CFP® professional at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he spent six years at FALER CONSTRUCTION. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Guilford is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Collins & Guilford Wealth Advisors, LLC, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by LPL Research and a variety of third-party subadvisors.

Jill Powers is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including prior roles with NRP Advisors, Inc. and NRP Financial, Inc. In addition to her advisory work, she serves as president of Trilogy Wealth Advisors and acts as a volleyball official under a 1099 contract. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and features proprietary model strategies alongside access to unaffiliated third-party advisers.

Bryan Post is a Series 66 licensed financial advisor with Edward Jones in Hicksville, Ohio, where he has worked since 2015. He has 11 years of industry experience. Bryan serves on the Holgate Local Schools Board of Education, contributing to district governance and budget oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Stephen Hess is a Certified Financial Planner® with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010, following prior roles at NRP Advisors and NRP Financial. Hess serves as Board Chairman of the Bryan Area Foundation and participates in local church committee activities. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Thomas Hofbauer is a financial advisor with Cambridge Investment Research Advisors in Bryan, Ohio, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010, with prior roles at NRP Advisors, Inc. and NRP Financial, Inc. Hofbauer is also involved as a shareholder in HPH Financial Corp and has served as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Gregory Gendron is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has previously worked at Pacific Financial Partners, Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, he serves as an industry arbitrator for FINRA dispute resolution and is president of the Knights of Columbus Chapter 1915 in Bryan, Ohio. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Amanda Wheeler is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Summit Financial Group and Baumgartner Financial Services, where she is also president and owner. Wheeler operates her own investment and retirement planning business alongside her role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party managers.

Craig Bavin is a financial advisor with Cambridge Investment Research Advisors, holding over 30 years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2010 and Trilogy Wealth Advisors since 2007. Outside of his advisory roles, he serves as co-coordinator of concession stands for Hilltop High School Athletic Boosters and is a commissioned notary in Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

April Witte is a financial advisor at Edward Jones in Bryan, Ohio, holding a Series 66 designation with one year of industry experience. Her prior work includes a long tenure at The Farmers & Merchants State Bank from 2005 to 2023, as well as positions at Lewis James Professional and a brief period of unemployment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Emily Altaffer is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. She holds Series 65, Series 66, and Series 63 licenses and previously worked at Briskey Financial Services LLC for 10 years before joining Cambridge in 2018. Outside of her advisory role, she is an independent insurance agent serving various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary investment model strategies.

Kirk Collins is a financial advisor with LPL Financial in Hicksville, Ohio, holding CFP® and ChFC® designations and 18 years of industry experience. He previously worked at PRUCO Securities, LLC, and the Center for Wealth Planning Advisors, Inc. Outside of advisory work, Collins is involved in selling long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a large network of advisors.

Melissa Stockman is a ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is listed as the owner of an LLC established for personal financial planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Thomas Flegal is a financial advisor with OSAIC in Edgerton, Ohio, holding Series 63 and Series 65 registrations and 16 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and LPL Financial. Outside of his advisory work, he is a partner in Yarger Flegal Inc. and owner of Thomas D Flegal LLC. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of discretionary and third-party managed strategies.