Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Bowling Green State University since 2019, where he is a senior financial accountant. Additionally, he provides seasonal tax advisory services as an independent contractor for Intuit TurboTax. Selhorst Services provides tax preparation, tax planning, financial planning, and investment advisory services with a focus on comprehensive financial planning. The firm uses historical asset-class analysis and diversification strategies to develop asset allocations tailored to clients’ risk tolerances and time horizons, emphasizing expense minimization and tax efficiency, while not managing assets or maintaining custody of client funds.

Kelsey Burke is a financial advisor with Apricity Financial Planning in Whitehouse, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to founding Apricity Financial Planning in 2023, she worked for Prudential Insurance Company of America and Pruco Securities, LLC for nine years. In addition to her advisory role, she engages in public-facing activities including podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent advisory firm serving individuals, high-net-worth clients, and small businesses with financial planning and discretionary investment management. The firm emphasizes asset allocation and Modern Portfolio Theory, implementing portfolios primarily with mutual funds and ETFs using a passive management approach. It also provides educational seminars and workshops aimed at organizations and the public.

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

Charlotte Sargeant is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC since 2010. She is also the managing member of North Coast Financial Advisors, Ltd., which owns a significant portion of her firm, and of Swiss Co., Ltd., a commercial real estate entity. Additionally, she holds a license as an insurance agent for fixed insurance products. Heritage Financial Advisors provides fee-only financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm emphasizes cost-efficient index mutual funds and ETFs within portfolios constructed using Modern Portfolio Theory and fundamental analysis, serving a broad client base that includes numerous charitable and institutional clients.

Sasha Wright is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Heritage Financial Advisors, LLC in Waterville, Ohio. She has been with Heritage Financial Advisors since 2010. Outside of her advisory role, she manages two investment-related firms that hold ownership stakes in Heritage Financial Advisors and also works as an insurance agent offering fixed insurance products. Heritage Financial Advisors is an independent, fee-only firm providing financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, foundations, and businesses. The firm employs Modern Portfolio Theory and fundamental analysis to construct cost-efficient portfolios, serving a broad client base including charitable foundations and institutional clients.

George Damasco Jr. is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He spent 30 years with MPM Wealth Advisors, Inc. prior to joining his current firm. Outside of advising, he holds a 25% ownership stake in Fort to Port Pizza. Bollin Wealth Management provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, trusts and estates, and corporate pension and profit-sharing plans. The firm’s investment strategy focuses on Modern Portfolio Theory, utilizing asset-class allocations to mutual funds and ETFs to identify efficient frontiers, with client accounts managed on a non-discretionary basis and monitored continuously.

David Bensch is a CFP® with 12 years of industry experience and is currently an advisor at Fourth Dimension Financial Group. He has previously worked at Securian Financial Services and has been with Fourth Dimension Financial Group since 2012. Outside of his advisory work, he assists with operations at a family-owned hair salon in Perrysburg, OH. Fourth Dimension Financial Group serves individual and high-net-worth clients as well as company 401(k) plans, providing investment supervisory services, financial planning, and wealth management support. The firm coordinates portfolio implementation through third-party money managers and offers educational seminars and workshops.

Phillip Bollin is a CFP® professional with 24 years of industry experience. He is the founding advisor at Bollin Wealth Management, LLC, where he has worked since 2009, following prior roles at Mpm Wealth Advisors and UBS Financial Services. Outside of financial advisory, he is a co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach focusing on asset-class allocations to mutual funds and ETFs, managing accounts mostly on a non-discretionary basis without taking custody of client assets.

Andrew Nutter is a Series 65 licensed financial advisor at Evergreen Wealth Management, LLC with 10 years of industry experience. He has been with Evergreen since 2016. Outside of his advisory role, he is the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions tailored to each client's risk tolerance and objectives.

Stephen Hanley is a financial advisor at Evergreen Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Evergreen since 2015, following five years at Camelot Portfolios, LLC. Evergreen Wealth Management offers discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, providing client-specific Investment Policy Statements and regular account monitoring.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

Ronald Myers Jr. is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Advisory Alpha in 2020, he worked at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2008. In addition to his advisory role, Myers is licensed as a life and health insurance salesperson with Citizen Advisory Group. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other RIAs, managing a diverse range of portfolios with discretionary allocation and a variety of managed strategies.

Martin Lopez Tuero is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC since 2020. He has previously worked at Citizen Advisory Group, Planners Alliance, LLC, Charles Schwab, and held a position with the State of Indiana. In addition to his advisory role, he is licensed to sell insurance products. Advisory Alpha, LLC serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing portfolios that include a diverse range of managed strategies typically implemented through fund-of-funds structures.

Stanley Riggs 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 cfd Investments since 2016. Outside of his advisory work, Riggs serves as a finance committee member at the Bowling Green Church of the Nazarene, where he assists with budgeting and financial decision-making. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs asset-class model allocations based on five risk objectives and provides specialized strategies including Biblically Responsible Investing.

Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Advisory Alpha in 2026, he worked at W&S Brokerage Services and Western & Southern Life. Before entering the financial industry, he was involved in management at Expresso Car Wash and the Perrysburg School System. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team using a fund-of-funds approach across diversified portfolio series. The firm also serves as a subadvisor and co-advisor to other registered investment advisers and provides specialized retirement-plan solutions.

Luke Franks is a financial advisor with Advisory Alpha, LLC based in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Advisory Alpha, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by about 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.

Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a wide range of managed portfolio series.

Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and Northwestern Mutual Life Insurance Company. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a multi-team structure of approximately 60 advisors. The firm employs a fund-of-funds investment approach guided by a centralized Investment Team and offers services including financial planning, specialty retirement-plan solutions, and subadvisory roles for other registered investment advisers.