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.

Brynn Walden is a financial advisor with Ash Matson Wealth Partners, Inc. based in London, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Ash Matson, Walden worked for Platinum Capital Advisors LLC for 10 years and has been involved with Southern Cross Management Ltd since 1993. Outside of advising, Walden is active in real estate development and management through multiple partnerships and development companies. Ash Matson Wealth Partners provides advisory services to individuals and various institutional clients by recommending third-party advisers to implement investment strategies. The firm uses a personalized asset-allocation process based on client goals and risk tolerance but does not directly manage client portfolios or custody assets.

Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

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 credentials and bringing 33 years of industry experience. Prior to joining Private Advisor Group in 2015, he worked at The Huntington Investment Company from 2002 to 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms to deliver a range of managed account solutions.

Robert Ames is a CFP® with two years of industry experience, currently affiliated with Private Advisor Group, LLC in Springfield, OH. His prior roles include positions at Bank of America, Barings LLC, and The Vanguard Group, Inc. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary and third-party 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 with Fifth Third Securities, Inc. in Springfield, OH, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Fifth Third Securities since 2012 and with Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves individual and institutional clients through advisory and brokerage channels, offering investment programs via the Passageway Managed Account Platform. The firm provides a range of program types including mutual fund and ETF models, separately managed accounts, and tax-overlay services.

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.

Joseph Perigo is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 15 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Perigo is also associated with Madison Plains High and CNO Financial Group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Chad Bentz is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, LLC, and Fedex Freight. Outside of finance, he spent 15 years associated with the Imperial School of Martial Arts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers multiple wrap-fee programs with custodial and trade execution services supported by KeyCorp affiliates.

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.

Stephen Valley is a financial advisor with GWN Securities Inc. in Springfield, OH, holding Series 63 and Series 65 credentials and possessing three years of industry experience. Prior to joining GWN Securities, he worked at Paychex Inc. and Optavise, where he sold supplemental health and life insurance products and currently receives residual income from that role. He is also associated with Schuler Financial Group in a financial services capacity. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm utilizes a combination of affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, while also employing market-timing and momentum-based trading approaches in certain legacy programs.

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.

Michael Pickarski is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 63 designation and has 14 years of industry experience. His prior roles include positions at GWN Securities, Parkland Securities, and West Third Capital. Outside of advising, Pickarski is an adjunct professor teaching personal finance and real estate finance, serves as president of the Springfield National Football Foundation, and officiates high school and college lacrosse and football. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Zane Foucht is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked with Ohio University's Finance Department and KylesHill Financial Planning LLC. Outside of his advisory role, Foucht is involved in managing a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

David Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Wright State University from 2016 to 2019. In addition to his advisory work, he is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services supported by various investment platforms and tools.

Julie Trudo is a financial advisor with Cambridge Investment Research Advisors, holding 12 years of industry experience. She has been affiliated with Cambridge Investment Research, Inc. since 2014 and is also associated with Campbell Financial LLC. Outside of her advisory work, she has served as a Tupperware consultant. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Rebecca Gorby is a financial advisor at Edward Jones in Springfield, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices.

Peter Foreman is a CFP®-certified financial advisor with Ameriprise in Springfield, Ohio, and has 22 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, Foreman serves on the Board of Directors for the Mercy Health Foundation in Clark and Champaign Counties and participates on finance committees for St. Joseph/St. Raphael Church. Ameriprise offers comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.