Bryon Spicer is a financial advisor with Truvestments Capital LLC and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Luminist Capital, LLC, and operating his own firms, Spicer Wealth Management and Spicer Financial Services, where he provides services such as tax preparation and insurance. Truvestments Capital LLC serves a diverse client base including individuals, trusts, private funds, and charitable organizations, offering asset management, financial planning, and sub-advisory services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and acts as investment manager to a private fund focused on long-term Bitcoin holdings.

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.

Kevin Bish is a financial advisor at Safe Harbor Wealth Management, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has served in the United States Air Force at the National Air & Space Intelligence Center since 1989, currently working as a Chief Engineer in military intelligence. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $25.7 million in client assets and primarily uses model portfolios and third-party money managers to implement client strategies.

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.

Shawn Hicks is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at AE Wealth Management, Gradient Advisors, and Heritage Financial Resources. In addition to his advisory role, he is also licensed to sell various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

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.

James Lavy is a financial advisor with Signal Advisors Wealth, LLC, holding 11 years of industry experience. He has worked at several firms including AE Wealth Management, Heritage Financial Resources Wealth Management, Transamerica Financial Advisors, and World Financial Group. He is involved with Heritage Financial Resources, where he oversees sales, presentations, and planning with other agents; the firm specializes in federal civilian employee benefits for education and retirement planning. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Elliot Harris is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked for four years. His prior experience includes roles at Honu Solutions, Peraton, and a decade with the Department of Defense. Outside of his advisory work, he serves as an adjunct professor supporting curriculum review for the Department of Defense Joint Special Operations University and owns a consulting business focused on defense policy and international relations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor approved model portfolios and third-party managers.

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.

Steven Dudley is a financial advisor with Fifth Third Securities, Inc. in Beavercreek, Ohio, holding Series 63 and Series 65 registrations and possessing 20 years of industry experience. He has been with Fifth Third Securities since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Seth Schumaker is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 designations and bringing nine years of industry experience. He has been with Fifth Third Securities since 2017 and with Fifth Third since 2012. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Program, providing clients access to various portfolio management strategies and risk profiles.

Brendon Anderson is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JPMorgan Securities LLC. Anderson is also involved with Greene County Ohio Special Olympics. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.