Blake Bagshaw is a CFP® and ChFC® with six years of industry experience. He is the principal advisor at Arven Wealth Management LLC in Hillsboro, OH. His prior experience includes roles at SIMS Investment Management, Valmark Advisors, and Farnsworth Financial Services. Outside of his advisory work, he serves as a board member of AxisPoint Alliance LLC and is involved in investing in start-up companies through Bagshaw Properties, Ltd. Arven Wealth Management LLC provides discretionary asset management and limited-scope ERISA 3(21) advisory services to individuals, high-net-worth clients, and business entities. The firm uses fundamental research, Modern Portfolio Theory, and Monte Carlo planning in portfolio construction and may engage sub-advisors while retaining overall client authority.

Trey Cochran is the principal of Cochran Wealth Management LLC, an independent firm based in Martinsville, Ohio. He holds a Series 65 designation and recently completed a finance degree in 2025. His prior experience includes roles in education and local government. Cochran Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, and small businesses. The firm constructs diversified portfolios using ETFs, mutual funds, and cash equivalents, applying fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments.

Richard Carroll is a CFP® with 14 years of industry experience, currently serving at Bell City Wealth, Inc. in Hillsboro, OH. His work history includes roles at O'Dell Capital Management, Raymond James Financial Services, and Johns Hopkins University. He also provides investment advice to the City of Hillsboro's Treasury Investment Board. Bell City Wealth offers discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a structured investment process that integrates quantitative, fundamental, technical, and economic analysis across multiple model portfolios.

Mark Crowe is a financial advisor at Crowe Financial Group LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Crowe Financial Group since 2004. Outside of his advisory role, he owns and operates a farming business. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating strategies such as margin borrowing and options trading, to tailor portfolios to client goals and risk tolerances.

James Crowe is a financial advisor with Crowe Financial Group LLC in Hillsboro, OH, holding Series 63 and Series 66 designations and totaling 22 years of industry experience. He has been associated with multiple related entities since 2004 and serves as an insurance agent selling fixed insurance products. Outside of his advisory work, Crowe volunteers with the nonprofit Helping Hands for Hope and officiates basketball games on an as-needed basis. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategic approach incorporating fundamental, technical, and cyclical analysis, and utilizes advanced trading techniques including margin borrowing and derivatives in client portfolios.

Charles Eastes is a financial advisor with STRATEGIC WEALTH ADVISORS GROUP, Inc. in New Vienna, OH, holding a Series 65 designation and 17 years of industry experience. He previously worked at United Advisors America for 16 years. Eastes also serves as a Regional Director and Insurance Agent for Alliance America Corporation, a life and health insurance agency. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm uses independent sub-advisors for asset management and offers ERISA plan services, along with public educational seminars on investment topics.

Sarah Smart is a CFP® and Series 66-registered advisor with Capital Analysts, bringing three years of industry experience. Prior to joining Capital Analysts and Lincoln Investment in 2023, she worked at Reno's Auto Parts for 17 years and Hillsboro City Schools for one year. Outside of financial advising, she owns a business focused on tax preparation and accounting. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, supported by an in-house Investment Management & Research team that uses a proprietary mutual-fund screening process.

Russell Newman Jr. is a financial advisor with Money Concepts Capital Corp in Hillsboro, OH, holding 39 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Co. for over three decades. Outside of his advisory role, he is a part owner of Newman Investments, LLC, and works as a consultant and agent with Bickle Insurance Services LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients through about 431 advisors.

Susan Vaher is a financial advisor at Edward Jones in Hillsboro, OH, with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathew Greene is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He is based in Hillsboro, OH. Outside of his advisory role, he owns and manages several residential rental properties in Wilmington, OH. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

James Varnum is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He previously worked at Nationwide Investment Services Company for 11 years before joining Cetera and its affiliated entities in 2025. Outside of his advisory work, he is the owner of a YouTube channel called MadRiver Homestead, where he creates and uploads content about homestead living. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering a variety of program options including model portfolios, third-party managers, and bespoke strategies.

Kyle King is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Austin Baker is a financial advisor with Thrivent Investment Management in Hillsboro, Ohio, holding Series 65 and Series 63 credentials. He has six years of industry experience, all with Thrivent Financial and its investment management division. Outside of advising, he has served as an Assistant Pro at Valley Vista Golf Course, assisting with tournament operations and course management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a combination of planning and managed-account services through its WealthPlan option, emphasizing comprehensive written recommendations across various financial topics.

Ashley Farley is a Series 66-licensed financial advisor at Edward Jones in Hillsboro, Ohio, with one year of industry experience. Prior to joining Edward Jones, she worked in healthcare-related roles at Select Specialty Hospital and Ensemble Health Partners. Outside of advising, she has been involved with Friendly Meadows Golf Course as a ProShop Assistant since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Horne is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to registered investment companies and fund-of-funds.