Charles Dozois is a financial advisor at Allied Planning Partners with 25 years of industry experience. He has worked at Fidelity Investments in various capacities from 2001 to 2026, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His credentials include Series 63 and Series 66 licenses. Allied Planning Partners provides fee-only financial planning and educational seminars primarily for individuals and high-net-worth clients. The firm focuses on producing written financial plans and investment recommendations without managing or holding client assets, employing fundamental analysis and modern portfolio theory to tailor advice based on client-specific factors.

Adrienne Reinert is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. She holds Series 63 and Series 65 licenses and has three years of industry experience. Adrienne has been with Fifth Third Securities since 2022 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

James Albrecht Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Independent Financial Group since 2005. Outside of his advisory role, Albrecht is a 50% owner and officer of Campbell Pension Services, which provides third-party administrative and consulting services for defined contribution retirement plans. Independent Financial Group offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. Its approach includes financial planning, discretionary and non-discretionary portfolio management using firm and third-party models, combining strategic asset allocation with active and passive exposures across various risk profiles.

Matthew Hood is a financial advisor with SPC in Batavia, Ohio, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Sigma Planning Corporation since 2018 and previously held positions at Parkland Securities LLC, Interactive Financial Advisors, Brooklight Place Securities, Inc., and Rodenberg Insurance. Hood is also an independently licensed insurance agent operating Mueller Financial, which offers life, long-term care, disability insurance, and fixed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options tailored to client needs.

Michael Steffen is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 15 years with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. offers 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 provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Taske is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2025. Outside of his advisory role, he is involved with the Brown County Chamber of Commerce and serves on the Saint Ursula Academy Advancement Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

David Mack is a financial advisor with Equitable Advisors in Batavia, OH, holding a Series 66 credential and eight years of industry experience. He previously worked at Axa Advisors, LLC, and spent sixteen years at Clermont Distributing before joining Equitable Advisors in 2018. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes personalized client assessments and utilizes a range of third-party advisory models and products to deliver tailored investment solutions.

Nicholas Gray is a financial advisor with Edward Jones in Mount Orab, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he maintains a rental property in Mount Orab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Lee Stroop is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he partners with executives to assist them in navigating their executive benefit packages, equity compensation, and wealth planning. Lee provides holistic guidance to clients and their families to help them work toward their retirement and financial goals. He has been with Fidelity Investments since 2018, serving as a Retirement Brokerage Services professional until 2020, then as a Workplace Planning Consultant until 2023, before assuming his current position. Over the course of his career, Lee has developed specialized expertise in executive benefits and retirement planning. Outside of his professional work, Lee enjoys family activities, fishing, hiking, and kayaking.