Richard Miller is the sole advisor at Richard Miller Financial Services, LLC in Zanesville, OH, holding the ChFC® designation and Series 66 license with 25 years of industry experience. He has operated his firm since 2011. Outside of his financial advisory work, he is co-owner of a small beef cattle farming business established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, high net worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm manages approximately $8.38 million in discretionary assets, typically using mutual funds, ETFs, and individual securities, with a customized investment approach focused on fundamental analysis and both long-term and tactical strategies.

Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Jonathan Renner is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Belleau Wood Partners LLC and has prior experience with Merrill Lynch. Belleau Wood Partners LLC is an SEC-registered adviser providing ongoing portfolio management and standalone financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes client-tailored portfolios with written Investment Policy Statements and employs a range of analytic methods, including fundamental, quantitative, and technical analysis.

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Thomas Cantrell is a financial advisor at The Retirement Specialist of Central Ohio with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2014. Cantrell is also involved in insurance sales through Senior Services Lake & Cook Co., where he serves as an owner and independent insurance agent. The Retirement Specialist of Central Ohio provides discretionary portfolio management and comprehensive financial planning services to individual and high-net-worth clients, as well as self-employed individuals and small business owners. The firm emphasizes individualized investment policies and long-term asset allocation based on client goals, utilizing fundamental analysis as its main investment approach.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.

James Noxon is a Series 65 licensed financial advisor with The Retirement Specialist of Central Ohio. He has held prior roles at Aetna and operated Noxon Financial LLC, as well as experience running a window cleaning business and multiple self-employed ventures. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, self-employed individuals, and small business owners, providing discretionary portfolio management, financial planning, and subscription services integrated with an online planning platform. The firm focuses on developing personalized investment policies using fundamental analysis tailored to client goals, time horizons, and risk tolerance.

Aaron Steffan is a financial advisor with W&S Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at W&S Brokerage Services since 2013 and Western Southern Life since 2001, where he currently serves as a full-time sales manager. W&S Advisory Services, LLC serves parents and other custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and offers standalone comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach with automated, non-discretionary allocations managed in partnership with Fort Washington Investment Advisors, focusing on custodial accounts with fixed fees rather than asset-based billing.

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2024. Outside of his advisory role, Weinberg serves on the steering committee for Muskingum County Emerging Leaders and owns a real estate business focused on property rehabilitation and management. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms with discretionary and non-discretionary arrangements, serving both individual and institutional clients.

Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.

Zachary Pipoly is a financial advisor at Manning & Napier Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and KeyBank National Association. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary management across various funds and accounts. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and is affiliated with in-house trust and broker-dealer entities.

Benjamin Forgrave is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to his current role, he worked at firms including LPL Financial, Alpha Financial Planning, and Stratos Wealth Partners. Outside of his advisory work, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, corporate, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations aligned with varying risk objectives and offers Biblically Responsible Investing strategies alongside a range of flexible advisory billing options.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns W.K.T.B. LLC and is involved with Attain Wealth Partners, where he provides holistic financial planning services. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized services.

Wayne Farnsworth III is a financial advisor with ValMark Advisers, Inc., holding 22 years of industry experience. He has been with ValMark Advisers since 2004 and ValMark Securities since 2002. Outside of finance, he is involved in professional bowling and serves as Vice President of Sales for WFFS, Inc., a family business unrelated to investment management. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Brad Farnsworth is a financial advisor with ValMark Advisers, Inc. in Newark, Ohio, holding 18 years of industry experience. He has been with ValMark Advisers since 2009 and also serves as Vice President and Office Manager of Farnsworth Financial Services, Inc. Outside of his advisory roles, he is a volunteer board member for the U.S. Selective Service in Licking County. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party programs, with oversight from an investment committee.

Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.

Chad Tom is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked at Stratos Wealth Partners, Ltd, LPL Financial, The Huntington Investment Company, and Raymond James Financial Services, Inc. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model with independent advisory representatives and offers access to multiple portfolio management strategies and technology platforms.

Wayne Wycoff is a financial advisor with Independent Advisor Alliance, LLC, holding 11 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd for nine years. Wycoff also has ownership interests in several entities, including Modern Gentleman, LLC, although these are not active business ventures. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with numerous advisory representatives and integrates technology platforms to support portfolio management and estate planning.