Joseph O'haver

Jerry Hefley is a financial advisor at Bright Futures Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC, CETERA INVESTMENT Advisers LLC, and Silver Oak Securities, Inc. Hefley serves as a trustee for The United Church of Marion, where he oversees financial accounts and physical operations of the church. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Michael Douglass is an investment advisor with FSP Advisors, Inc., holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Davie Kaplan, CPA, P.C., and several affiliated firms dating back to 2001. In addition to his advisory work, he owns and operates a CPA firm. FSP Advisors, Inc. is a small team managing approximately $32.6 million for around 233 clients, offering portfolio management, modular financial planning, and pension consulting services. The firm provides both discretionary and non-discretionary management, emphasizes client suitability, and integrates third-party manager referrals and participant education into its service model.

Bradley Donner is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CL Wealth Management since 2021, previously serving at Cabot Lodge Securities LLC and SB Advisory, LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, referrals to third-party money managers, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis and custom model portfolios.

Jason Mosher is a financial advisor with Arkadios Wealth Advisors, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Kalos Management and Sheppard Mosher & Associates. Mosher serves as a council member for the Town of Seneca, NY, participating in municipal governance since 2012. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a range of managed accounts, third-party managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis across asset classes.

Jason Mosher is a financial advisor at Arkadios Wealth Advisors and holds a Series 65 designation. He has experience working with Sheppard Mosher and Arkadios Capital, beginning his financial services career in 2022 after prior roles outside the industry. He is also involved in insurance and fixed annuity sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various programs, including advisor-managed accounts and third-party money manager access. The firm supports advisors with an internal portfolio team and employs a range of analytical approaches while offering fiduciary retirement plan consulting.

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. He has worked with Commonwealth Financial Network since 2015, with additional experience at Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.