Steven Crane is a ChFC® credentialed financial advisor with one year of industry experience, currently serving as the principal at Financial Legacy Builders. He has a background that includes founding multiple ventures focused on veteran support, wellness coaching, and consulting. Crane is also an author and speaker, engaging in public education through books, articles, and media appearances. Financial Legacy Builders provides wealth management and financial planning services to individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies based on asset allocation and Modern Portfolio Theory, and it operates discretionary relationships through third-party managers and model portfolios.

Timothy Adams is a financial advisor at Inception Financial Services with four years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisor and Imagine 320 Inc, where he provides accounting and tax services alongside offering insurance products. Outside of his advisory role, he offers life, health, and annuity insurance as an independent contractor and provides accounting and bookkeeping services through Imagine 320 Inc. Inception Financial Services offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of strategic and tactical asset allocation, utilizing various analytical approaches and managing accounts primarily on a discretionary basis.

Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. She has been involved with Your Story Financial, LLC and its affiliated entities since 2016. Wooten is also the owner of Your Story Financial Academy, LLC, where she focuses on financial empowerment and education through workshops and online courses. Equita Financial Network, Inc. provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm employs a market efficiency and strategic asset allocation approach, supporting advisors through a network model and offering paraplanning and ongoing consulting services.

Steven Jacobs is a financial advisor at HBW Advisory Services LLC in Springfield, OH, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HBW Advisory Services since 2019, with prior experience at Cetera Advisor Networks, HBW Securities LLC, and HBW Partners. Jacobs also works as an insurance agent selling life, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers, multi-manager diversification, and tactical asset allocation, and offers sub-advisory and co-advisory services along with online wrap-fee portfolio options and retirement-plan subscription services.

Shawn Mccombs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Robert Ames is a CFP® with two years of industry experience and is currently affiliated with Private Advisor Group, LLC. He previously worked at Bank of America, Barings LLC, and The Vanguard Group, Inc. before joining his current firm. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives. The firm provides access to various advisory programs, third-party asset managers, and separately managed account platforms supported by well-known strategists such as Fidelity and BlackRock.

Syed Gardezi is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower Financial Services in 2026, he worked at Fidelity Investments from 2020 to 2026 and has experience in consulting and other roles dating back to 2016. Outside of advising, he works as a food delivery driver for DoorDash during his spare time. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Kimberly Cooley is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. She previously worked at Edward Jones for four years and held roles at Instacart and Kroger Company before entering the financial services field. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies using mutual funds and ETFs.

Carrie Miller is a financial advisor at Fifth Third Securities, Inc. in Springfield, OH, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2012, as well as with Fifth Third Bank since 2011. Fifth Third Securities provides 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 offers multiple managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Trent Schuler is a CFP® with 31 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Prior to this, he worked at National Planning Corporation for six years. Outside of finance, he is the CEO and owner of Schuler's Bakery, a family business he has managed for over two decades. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports its network of approximately 423 advisors through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

John Holland is a financial advisor with The Huntington Investment Company in Springfield, OH, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His work history includes roles at Ameriprise Financial Services and JPMorgan Chase Bank. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and affiliate strategies, offering multiple wrap-fee programs primarily through the Envestnet MAS platform.

Kenneth Spicer II is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2004. Outside of his advisory role, he is a musician in a Dayton-based band called The Weekend Effect. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines broker-dealer, investment adviser, and municipal advisor registrations within a large bank affiliate structure.

Craig Wright is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has held roles including independent insurance agent and financial guidance provider for educators. Since 2024, he has served as interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives, using various custodians and third-party managers to implement client-directed investment strategies.

Stephen Valley is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 credentials and three years of industry experience. Before joining GWN Securities in 2023, he worked at Paychex Inc. for two years and spent six years with Optavise. He previously sold supplemental health and life insurance products and currently receives residual income from that work. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Transamerica Investors Securities, First Command Advisory Services, and First Command Insurance Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice programs that emphasize asset allocation and retirement planning, supported by proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides 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 offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

John Pickarski is a financial advisor with J. W. Cole Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His prior roles include positions at GWN SECURITIES, Inc. and Parkland Securities, LLC, as well as operating his own firm, John Pickarski & Associates, since 1995. Outside of his advisory work, he is active in community organizations, serving on boards such as the Fraternal Order of Police Ohio #117 Community Foundation and the Breast Cancer Endowment Fund. J.W. Cole Advisors is a national SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Travis Miller is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including State Farm VP Management Corp., KeyBank, and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.

Richard Foreman is a financial advisor with The Huntington Investment Company in Springfield, OH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Foreman has worked at Huntington since 2009 and previously at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party managers with proprietary Private Bank models across multiple wrap-fee programs.