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 founder of Cochran Wealth Management LLC in Martinsville, Ohio. He holds a Series 65 license and has recently entered the financial advisory field following roles in education and local government. Cochran also works as a substitute teacher outside of his advisory practice. Cochran Wealth Management LLC serves individuals, families, and businesses with portfolio management and comprehensive financial planning, including retirement, education funding, and estate planning. The firm employs a fee-only model and combines fundamental, technical, and quantitative analysis to construct diversified, low-cost portfolios with a long-term investment focus.

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.

Jeffrey Myers is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with Fifth Third Securities and its affiliated firm since 1999. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as tax-loss harvesting and direct indexing.

Adam Harris is an investment advisor at Fifth Third Securities, Inc. based in Wilmington, Ohio. He holds the Series 65 and Series 63 credentials and has two years of industry experience. Prior to his current role, Harris worked at Fifth Third Bank and Sears Holdings. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs and portfolio management options on the Passageway platform, combining multiple investment strategies and services.

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.

Douglas Russell is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2015. Outside of his advisory role, he owns a hobby farm in Chillicothe, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates a municipal-advisor registration with its affiliation to Fifth Third Bank.

Sarah Smart is a CFP®-certified financial advisor with three years of industry experience, currently with Lincoln Investment. She previously worked at Capital Analysts and has longstanding experience in the automotive resale industry. Outside of advisory work, she owns a tax, accounting, and insurance business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, combining strategic and tactical investment approaches managed by an in-house research team.

Hugh Rhodes II is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management and previously worked at Fifth Third Securities, Fifth Third Bank, Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, Ef Hutton Investments, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third parties.

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.

Samantha Beach is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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.

Michael Graham is a financial advisor with Equitable Advisors in Blue Ash, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he contributes as a freelance writer for the literary journal Sport Literate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

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 at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, he has worked as an assistant golf professional at Valley Vista Golf Course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans across various areas without implementation. The firm combines holistic, goal-based planning with managed-account options through its “WealthPlan” program, while maintaining separate planning and asset management services.

Philip Zeigler is a CFP® professional with 24 years of experience in financial advising, currently with Equitable Advisors since 2001. He previously worked with Axa Advisors, LLC for 19 years. Outside of his advisory role, he serves as a board member and officer for The Church of Jesus Christ of Latter-day Saints in Wilmington, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to implement client recommendations.

Jason Hillard is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior experience includes roles at Montgomery County Treasurer and Wright-Patt Credit Union. Outside of his advisory work, he is the owner of Whillete Property LLC and Whillette Residential LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

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.

Stephanie Blessing is a Series 66-licensed financial advisor with Edward Jones in Wilmington, Ohio, and has seven years of industry experience. She has been with Edward Jones since 2000. 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 offers 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.