Zachary Donley is a Series 65-licensed financial advisor with one year of experience at Streamline Financial Strategies Ltd. He has prior experience as a self-employed professional and has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Streamline Financial Strategies Ltd provides investment advisory and portfolio management services to individuals and high net worth clients. The firm customizes recommendations based on clients’ objectives and risk tolerance, employing strategies such as strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Brynn Thompson is a financial advisor at Streamline Financial Strategies Ltd with one year of industry experience. She holds a Series 65 designation and has prior work experience at Streamline Insurance Solutions and AE Curbside. Thompson also works as a licensed insurance agent, dedicating a portion of her time to insurance sales. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high net worth clients. The firm offers managed accounts with tailored investment recommendations based on client objectives and risk tolerance, utilizing strategies such as strategic asset allocation and technical analysis.

Frank Martin is a financial advisor with ROW Management Inc. and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at LPL Financial and Arive Capital Markets. Martin also operates a separate business entity, Capital Hill Wealth Management, focused on tax and investment-related matters. ROW Management Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach and manages approximately $14 million across 38 client relationships.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and a network of affiliated businesses providing insurance, tax, and brokerage services.

Kathi Dunlap is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at Faith Investment Services of Ohio LLC since 2023 and has been involved with Quiet Life LTD, a construction and remodeling business, since 2003. Creative Financial Designs serves individual and institutional clients with investment management and financial planning through a network of advisers, offering a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Faith Investment Services. Outside of finance, Moore is the owner and laborer of Josh Moore Contracting, a construction and maintenance business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations guided by an Executive Investment Committee and offers various portfolio customization features, including Biblically Responsible Investing strategies.

Stephen Mcbride is a CFP® with 22 years of industry experience, currently affiliated with Private Client Services, LLC. He has worked at Heritage Wealth Group, Heritage Wealth Partners, and LPL Financial LLC. Outside of financial advising, he is involved in community and nonprofit activities, including serving on the finance and HR committee for the Hardin County Chamber and Business Alliance, chairing the Walnut Grove United Methodist Church Board of Trustees, and coaching girls’ basketball. He is also a co-owner of restaurant franchises, including Marco’s Pizza and Penn Station East Coast Subs. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process and offers a range of portfolio management options across multiple platforms, managing approximately $1.05 billion in assets.

Suzanne Walker Hanf is a financial advisor with LPL Financial in Bluffton, Ohio, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior roles include positions at RBC Capital Markets, Ferris, Baker Watts, Citigroup Global Markets, and A. G. Edwards & Sons. Outside of her advisory work, she is involved in a community activity titled Santa & Mrs. Claus. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, and institutions. The firm provides a range of financial planning and investment management services through a broad network of advisers, utilizing both proprietary and third-party portfolio strategies.

Linda Owens is a Series 63 licensed financial advisor at LPL Financial with 24 years of industry experience. She has been with LPL Financial and its predecessor firms since 2005. Owens also operates Citizens Wealth Management Group as a separate business activity. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Paul Carmean is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Huntington National Bank for two years. Based in Kenton, Ohio, he has been with Edward Jones since 2018. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Szuch is a financial advisor with Raymond James Financial who holds a Series 63 designation and has 43 years of industry experience. He has been with Raymond James Financial since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he is a co-owner of Avalon Del. Group, a family business he operates with his son. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and a broad advisor network, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Shipp is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic in 2018. Outside of his advisory role, he conducts investment and insurance business through Signature Financial Group, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms and employs a variety of asset-allocation and portfolio management tools.

Brian Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2006 following a one-year tenure at Transamerica Financial Advisors. Phillips is also an independent agent selling fixed insurance products, including group health, group life, and individual life insurance. 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 range of advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Craig Bauman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 22 years of industry experience. His prior work includes roles at Chase Investment Services Corp. and A.G. Edwards & Sons, Inc. Outside of his advisory career, he owns Sunset Junkies LLC, a music production and live entertainment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ryan De Marco is a financial advisor at Edward Jones with 15 years of industry experience. He has held roles at Edward Jones since 2019 and previously worked at JP Morgan Chase LLC for 14 years. Outside of his advisory work, he is involved in several business ventures including managing an apiary, assisting with a family-owned hair salon, and supporting his sons’ musical and landscaping businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm has a large national presence, offering both discretionary and non-discretionary strategies along with overlay and tax-efficient services.

Joel Griffiths is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Procter & Gamble for 21 years. Based in Bluffton, Ohio, he began his advisory career at Edward Jones in 2025. 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 nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Kyle Johnston is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Johnston is associated with Johnston Farms, an agricultural business in Kenton. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Erik Federer is a CFP® with five years of industry experience, currently affiliated with Edward Jones since 2020. He previously worked for Nationwide Insurance for 17 years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.