Zachary Donley is a financial advisor with Streamline Financial Strategies Ltd in Ada, Ohio. He holds a Series 65 credential and has one year of industry experience. Prior to joining Streamline Financial Solutions, he was self-employed for seven years and held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Schneider Downs. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment advisory services. The firm customizes portfolios based on client objectives and risk tolerance, utilizing methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Brynn Thompson is the sole advisor at Streamline Financial Strategies Ltd in Ada, Ohio, holding a Series 65 designation with one year of industry experience. Prior to founding Streamline Financial Strategies in 2025, Thompson worked at Streamline Insurance Solutions and AE Curbside, and also spent several years in adult probation and parenting roles. In addition to advisory services, Thompson is a licensed insurance agent, dedicating part of their time to insurance sales. Streamline Financial Strategies Ltd provides discretionary investment advisory services and tailored portfolio management for individuals and high-net-worth clients. The firm employs various investment methods and may utilize third-party money managers and sub-advisors in its discretionary managed-account programs.

Frank Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Arive Capital Markets and operated his own advisory practice. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a broad distribution network of investment adviser representatives.

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.

Wayne Brantley is a financial advisor with United Planners' Financial Services of America and holds the ChFC® and Series 63 designations. He has 17 years of industry experience and has been with United Planners since 2015. In addition to his advisory work, he operates under the name Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports a variety of investment models, primarily focusing on non-discretionary asset management.

Michael Krouse is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience and has worked with United Planners since 2015. Krouse also operates Michael Krouse Independent Insurance and has been affiliated with Clark Financial Group since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Jay Clark is a CFP® professional with seven years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes a decade at Henry Holt & Company and three years as a self-employed advisor prior to joining his current firm. Clark also operates under the DBA Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Amy Grunden is a Series 66 licensed financial advisor with 22 years of industry experience. She is currently affiliated with United Planners' Financial Services of America, where she has worked since 2016. Her prior experience includes roles at The Huntington Investment Company and Clark Financial Group. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers and provides a range of financial planning, portfolio management, retirement plan services, and brokerage solutions through its network of independent advisors.

Roderick Clark is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with United Planners since 2015 and is also vice president of Point Harbor, Inc., a boat dock rental business. Clark has operated Clark Financial Group and worked as a non-variable insurance agent since 1986. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Paul Carmean is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 66 designation and seven years of industry experience. He previously worked at Huntington National Bank from 2016 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Robert Szuch is a financial advisor with Raymond James Financial in Ada, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999. Outside of his advisory role, he is co-owner of Avalon Del. Group, a business he operates jointly with his son. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through a variety of programs and emphasizes advisory roles that support client decision-making rather than delegated management.

Philip Mason is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he manages an office building in Columbus, Ohio. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers investment strategies supported by advanced analytical tools and event-driven planning services.

Robert Shipp is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. for 33 years before joining OSAIC in 2018. He is also involved with Signature Financial Group, LLC, conducting investment and insurance business under this entity. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Brian Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2006. In addition to his advisory role, he acts as an independent agent selling fixed insurance products, including group health, group life, and individual life insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Joseph Frost is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 credentials. 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 operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.