Thomas Kleptz is a financial advisor at Turnstone Financial in Troy, OH, holding a Series 65 designation with 11 years of industry experience. He has been with OT Financial, LLC d/b/a Turnstone Financial since 2014. Turnstone Financial provides manager selection, supervision, and portfolio monitoring services for individuals, high-net-worth clients, and charitable organizations, often serving as corporate trustee through Turnstone Private Trust. The firm employs a long-term investment approach based on modern portfolio theory and conducts thorough due diligence on third-party subadvisers managing client assets.

Sunil Kulkarni is a CFA® charterholder with 19 years of industry experience and holds a Series 66 license. He is the sole advisor at Nuts2Invest.com, LLC and has worked at Emerson Electric since 2002, where he is involved in engineering management and new compressor product development. Nuts2Invest.com, LLC provides an online subscription platform offering portfolio-building and security-ranking tools for individual investors. The firm uses a proprietary software engine to generate objective rankings and portfolio recommendations, serving users who implement their own investment decisions.

Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with two years of industry experience. He holds a Series 66 designation and has held prior roles at StoneX Securities Inc, STC Securities and Insurance Training, and several insurance-related positions. Outside of his advisory work, he is involved in aerial photography and videography through a separate contracting business. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and offers multiple proprietary investment models.

Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.

Beau Bryant is a CFP® with 13 years of industry experience, currently with Sound Financial Investment Management, LLC. His prior roles include positions at J.P. Morgan Securities and Resolute Wealth Advisor, Inc. Outside of advisory work, he owns BBTP, LLC, which provides data and tax preparation review services as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis, uses a range of trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.

Christopher Strehle is a financial advisor with Sound Financial Investment Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at firms including Osaic Wealth, Inc., Triad Advisors, LLC, and Dynamic Employee Solutions, LLC. He is president of Sound Financial Solutions, Inc., which sells non-investment insurance products through an affiliated insurance agency. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and participant education services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm utilizes both fundamental and technical analysis with long- and short-term strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.

Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 40 years of industry experience and has been associated with StoneX Securities Inc since 2015. Moran is involved with the Kiwanis Club of Brookville, serving as a member and director in this local community service organization. Miami Valley Portfolio Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.

Cory Davenport is a CFP® with 21 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, offering insurance products alongside his advisory services. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and client education for individuals, high-net-worth clients, and ERISA plan participants. The firm uses both fundamental and technical analysis with a mix of long- and short-term strategies while working with third-party custodians and advisers to manage client assets.

Dustin Beam is a CFP® professional with 26 years of experience in the financial services industry. He has been with Pathways Wealth Management, Inc. since 2010 and previously worked at L.M. Kohn & Company for 10 years. Beam holds Series 63 and Series 65 licenses and serves as president and 100% stockholder of Pathways Wealth Management. Pathways Wealth Management serves individuals and entities, including trusts, estates, business entities, and qualified retirement plans, by providing discretionary and non-discretionary investment management and personalized financial planning. The firm focuses on client-specific financial planning and employs a mix of exchange-traded and registered funds, individual equities, and fixed income with ongoing portfolio monitoring.

Scott Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 45 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc, and has operated Behnken & Associates since 1983. He serves on the development committee of the Dayton Foundation. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.

Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 16 years of industry experience. She has worked at Pathways Wealth Management since 2010, with a period at LM Kohn & Company from 2015 to 2025. In addition to her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management serves individuals and entities, including trusts, estates, business entities, and qualified retirement plans, offering discretionary and non-discretionary investment management alongside personalized financial planning. The firm employs a client-specific financial planning process with a focus on asset allocation, blending a mix of exchange-traded and registered funds, equities, and fixed income within a generally long-term strategy.

Daniel Gudorf is a financial advisor at Gudorf Financial Group, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and CSSC Investment Advisory Services, Inc. In addition to his advisory role, he is Chief Strategy Officer at Gudorf Law Group, a law firm, and has involvement in insurance sales and real estate development. Gudorf Financial Group provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across around 100 client relationships, focusing on larger accounts and employing a long-term, diversified investment approach grounded in Modern Portfolio Theory.

Kent Behnken is a financial advisor at Miami Valley Portfolio Management Inc with over 40 years of industry experience. He has worked at StoneX Advisors Inc and StoneX Securities Inc since 2014 and has been self-employed since 1984. Outside of his advisory role, Behnken is involved in several business ventures including serving as vice president of Behnken Financial Services and holding investments in a background check company, a children’s book, an art gallery, and water treatment enterprises. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and manages several proprietary investment models.

Allison Szkody is a CFP® professional at Gudorf Financial Group, LLC with five years of industry experience. Prior to joining Gudorf Financial Group in 2026, she worked at Cambridge Investment Research Advisors for five years and at Fifth Third Bank for six years. She also consults on financial matters for a law firm and is a licensed insurance agent involved in insurance sales and implementation. Gudorf Financial Group provides discretionary investment management and comprehensive wealth planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across about 100 client relationships, focusing on larger accounts and utilizing a disciplined investment process based on Modern Portfolio Theory.

Michael Griesmeyer is a CFP® with 40 years of industry experience and has been with Wealth Management Group since 1991. He holds a Series 63 license and is based in Tipp City, Ohio. In addition to his advisory role, he is a licensed insurance agent selling life, health, long-term care, and disability insurance, as well as fixed annuities. Wealth Management Group serves individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, employing both discretionary and non-discretionary management strategies tailored to client objectives.

Rusty Miller is a financial advisor at Aegis Wealth Management, Inc. with 22 years of industry experience. He previously worked at Bcj Capital Management and Horter Investment Management, LLC. Miller is also the owner of American Liberty Financial Network, where he is involved in insurance sales. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through a team-based approach that utilizes several sub-advisers.

Justin Cress is a financial advisor with StoneX Advisors Inc. in Troy, Ohio, holding 23 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, Cress serves on his local school board and is involved in several business ventures, including leadership positions in insurance sales and various local service businesses. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

David Levorchick is a financial advisor at Spire Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spire Investment Partners since 2020 and E.K. Riley Investments, LLC since 2014. Outside of his advisory work, Levorchick serves as a board member and volunteer minister at a local church, where he oversees accounts and staff and leads Bible studies. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Steven Allread is a financial advisor with Prospera Financial Services, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter & Company, Inc. for 16 years. Outside of his advisory role, he is involved with SJ Wolfe Investments, Inc., where he serves as a financial advisor and trader. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Daniel Gilbert is a CFP® and ChFC® with 39 years of industry experience. He is currently with First Heartland Consultants, Inc., where he has worked since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Gilbert is also involved in marketing insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, delivering advisory services through independent investment adviser representatives.