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.

Kyle Rudduck is a CFP® and CFA® with nine years of experience in the financial industry. He is currently with Savvy, having joined the firm in 2026. His prior roles include positions at Alterntiv Wealth, Quadrant Capital Group, Constellation Wealth Advisor, Creative Planning, and Truepoint Inc. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans based on client objectives and risk tolerance, using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by technology platforms and specialized sub-adviser strategies.

Sarah Smart is a CFP®-credentialed advisor with Capital Analysts, bringing three years of industry experience. She has worked with Lincoln Investment and owns a business focused on tax preparation, accounting, and insurance services. In addition to her advisory role, she serves as an account data analyst for Fenix Parts. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.

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 a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at Fifth Third Bank and Sears Holdings. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, supported by a comprehensive platform and affiliated entities.

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.

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 Series 66-licensed financial advisor with Equitable Advisors in Wilmington, Ohio, with 26 years of industry experience. He has been with Equitable Advisors since 2000, including 20 years under its prior affiliation with AXA Advisors. Outside of his advisory role, he contributes as a freelance writer for the literary journal Sport Literate. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives using various model portfolios and third-party advisory platforms, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent since 2020. Outside of his advisory role, he has worked as an assistant golf professional 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 through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option, while keeping the services separate.

Philip Zeigler is a CFP® professional with 25 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Outside of his advisory role, Zeigler is a board member and officer of The Church of Jesus Christ of Latter-day Saints in Wilmington, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.

Allen White is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at supporting their financial goals. He has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Associate from 2014 to 2016, Workplace Planning Consultant III from 2016 to 2021, and his current position since 2021.

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.

Nicholas Lewis is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities LLC, The Huntington Investment Company, and Fidelity Brokerage Services LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice tailored to income sources and tax-aware withdrawal strategies.

Thomas Horne is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.