Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

David Smith is a financial advisor at Impassioned Wealth Management Ltd with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Rooted Advisors from 2019 to 2021. Smith has led Impassioned Wealth Management Ltd (formerly Smith Investment Management) since 2006. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm provides portfolio management and modular financial planning focused on long-term retirement goals, utilizing a plan-driven, behaviorally focused investment approach with direct indexing and allocation strategies that incorporate physical bullion and active management of held-away retirement accounts.

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

Ned Wyse is a financial advisor with 27 years of industry experience, currently affiliated with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked with several firms including Childs Investment Group, Inc. and National Planning Corporation. Outside of his advisory role, Wyse owns and operates Wyse Refrigeration and Appliance Services, a part-time appliance repair business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary management and third-party money manager allocations, with an emphasis on regular account monitoring and reporting.

Noah Buttermore is a financial advisor at Demland Wealth LLC with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Demland Wealth LLC is an independent advisory firm providing investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of strategic asset allocation and tactical adjustments, employing both active and passive investment vehicles to create diversified portfolios tailored to client goals.

Kyler Baird is a financial advisor with NorthFort Financial, LLC, holding a Series 65 credential and beginning his industry experience in 2024. Prior to joining NorthFort, he worked at several firms including Manz Accounting and Insurance, Briskey Financial Services, LLC, and Oak Partners, Inc. Outside of his advisory role, Baird owns and operates Baird's Local Honey, an agricultural business focused on beekeeping and honey products. NorthFort Financial provides discretionary portfolio management, financial planning, and tax preparation primarily to individuals and families with non–high-net-worth profiles. The firm manages approximately $108–118 million in assets and employs growth and income strategies using a combination of charting, fundamental, and technical analysis.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

Caleb Frankart is a financial advisor at Blue Jay Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Key Investment Services LLC for five years. Caleb serves on the Synod Endowment Investment Committee of the Reformed Church in the United States, overseeing the church’s endowment fund investments. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts and offers personal tax return preparation and consulting for private businesses, using a mix of fundamental, tactical, technical, thematic, and top-down analysis tailored to client objectives and risk tolerance.

Jason Bernal is a CFP® professional with 16 years of experience in financial advising. He has worked at Blue Jay Financial Group, LLC since 2018 and previously at Cetera Advisors LLC from 2015 to 2018. Outside of his advisory role, Bernal serves as a Boy Scout Troop Leader for Troop 76 in Defiance, OH. Blue Jay Financial Group offers investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm also provides personal tax return preparation and consulting for private businesses, managing both discretionary and non-discretionary accounts with a focus on tailored investment strategies using mutual funds and ETFs.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

Michael Willitzer is a financial advisor at Blue Jay Financial Group, LLC in Defiance, Ohio. He holds a Series 65 designation and has been with Blue Jay Financial Group since 2023. Prior to his current role, he worked at Grube Inc and has experience in various other industries including education and retail. Blue Jay Financial Group provides investment management, comprehensive financial planning, and consulting services to individual clients and employer-sponsored retirement plans. The firm manages discretionary and non-discretionary accounts, offers personal tax return preparation, and utilizes a mix of fundamental, tactical, technical, thematic, and top-down analysis to tailor portfolios to client needs.

Andres Peterson is a financial advisor with 22 years of industry experience, currently with 724 Capital, LLC since 2022. He holds a Series 63 designation and has worked at firms including F3 Logic, LLC, Independent Financial Group, LLC, CIG Financial Services, National Planning Corporation, and Childs Investment Group, Inc. Peterson is also involved in insurance sales through CIG Financial Services. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with a focus on long-term trading and regular portfolio monitoring.

Alan Wyse is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at 724 Capital, LLC, CIG Financial Services, Inc., National Planning Corporation, and Childs Investment Group, Inc. He serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing a variety of advisory programs and third-party asset managers.

Hudson Childs is a Series 65 credentialed advisor at 724 Capital, LLC with one year of experience in financial services. Prior to joining 724 Capital, he worked at Sauder Manufacturing for four years and at Systech Handling for one year. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses a combination of model allocations and individualized strategies, employing various analysis techniques and conducting monthly account reviews.

Timothy Waller is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Kovack Advisors, The Huntington National Bank, and The Huntington Investment Company. Outside of finance, he has operated a personal training business and a gardening service. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Stefan Faerber is a financial advisor with On Investment Management Company, holding a Series 63 designation and six years of industry experience. He has worked at The O.N. Equity Sales Company since 2019 and is also involved with Ohio National Financial Services and Meyer-Badenhop Insurance Agency, where he serves as vice president and secretary. Outside of his advisory work, he and his wife engage in house flipping as a hobby. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options, third-party investment programs, and both discretionary and non-discretionary managed account solutions.

Corina Kempe is a financial advisor at Trek Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cetera Investment Advisors, The State Bank and Trust Company, BCJ Capital Management, Detray Investment Group, and Defiance College. Outside of her advisory role, she is involved with Zonta Women's International, supporting women and children through philanthropic activities. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm combines strategic ETF-based allocations with rules-based tactical models and quantitative methods, offering discretionary asset management, financial planning, and tax-aware direct indexing strategies.

Steven Small is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with LPL Financial since 2003 and has also worked with Independent Financial Partners and Independent Advisor Alliance. Small is involved in offering fixed annuities and life insurance products through regional carriers. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, ranging from financial planning to model-portfolio and third-party asset management programs.

Bradley Meister is a CFP® and ChFC® with 41 years of industry experience. He has been with Kovack Advisors, Inc. since 2008. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.

Evan Allen is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with one year of industry experience. He previously worked at Senior Planning Estate Services, where he served as an insurance advisor. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations.