Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.

Eric Hamberg is a CFP® with 18 years of experience in financial advising. He is associated with Rik Saylor Financial, Inc., where he has worked since 2012, and previously worked at Triad Advisors and LPL Financial LLC. Outside of his advisory work, Hamberg serves as board chair and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting underprivileged babies. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients, offering tailored portfolio management and financial planning. The firm employs a diversified investment approach that includes ETFs, equities, debt instruments, options, and alternative investments, supported by third-party risk assessment and tax-planning tools.

Nathanial Parker is a financial advisor with Rik Saylor Financial, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial LLC, National Planning Corporation, and Ameriprise Financial Services, Inc. He is also a notary public. Rik Saylor Financial serves individuals, trusts, employer-sponsored retirement plans, and other institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm customizes portfolios using a range of investment vehicles and employs third-party platforms for risk assessment, account monitoring, and estate document facilitation.

Rik Saylor is the principal of Rik Saylor Financial, Inc. in Fairfield, Ohio, with 30 years of industry experience. He has held roles at Triad Advisors and LPL Financial, and has led his firm since 1998. Outside of financial advising, he owns a business consulting firm specializing in business evaluation and exit planning. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients with discretionary portfolio management and financial planning. The firm customizes portfolios using a range of investment vehicles and employs third-party tools for risk assessment, tax planning, and estate document facilitation.

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Peter Bohrofen is a financial advisor at Waverly Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at 9258 Wealth Management and Wells Fargo in various advisory roles. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm employs a combination of centrally designed and customized investment strategies across traditional and alternative asset classes, supported by an investment committee and a range of affiliated businesses, including tax, accounting, and trust services.

William Groth is a financial advisor at Waverly Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at 9258 Wealth Management, LLC and NATL Retirement Consultants Inc. Outside of his advisory role, he is involved with the Groth Law Firm LLC, providing estate planning, probate, and tax services. Waverly Advisors, LLC serves individuals, corporations, retirement plans, and pooled investment vehicles, offering portfolio management, financial planning, and fiduciary services. The firm combines centrally designed and customized investment strategies, leveraging affiliated businesses and technology to manage traditional and alternative asset classes.

Christopher Kurtz is a financial advisor at RedHawk Wealth Advisors, Inc. with 25 years of industry experience. He held a position at Axa Advisors, LLC from 2000 to 2017 before joining RedHawk in 2017. Kurtz holds the Series 66 designation. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Clarissa Warner is a CFP® professional with four years of industry experience. She has worked at Waverly Advisors, LLC since 2024 and previously at 9258 Wealth Management and National Retirement Consultants. Outside of her advisory role, she is a Jazzercise instructor. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers a range of portfolio management and fiduciary services, employing both centralized and customized investment strategies across traditional and alternative asset classes.

Kurtis Polacek is a CFP® professional with nine years of industry experience, currently serving at RedHawk Wealth Advisors, Inc. since 2018. He has prior experience with K&A Wealth Advisors, Simply Money Advisors, and John D. Dovich & Associates. In addition to his advisory role, he works as a Client Education Analyst providing educational services to Altair Group clients. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Daniel Schmitz II is a financial advisor at Saxony Capital Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Saxony Capital Management since 2016. Outside of his advisory role, he works as a contract pilot and flight instructor and coaches a high school golf team. Saxony Capital Management serves individual and institutional clients, offering portfolio management and financial planning through a multi-team model. The firm uses various investment approaches including fundamental, technical, and quantitative analysis, and offers discretionary asset management alongside consulting and financial planning services.

Joseph Belew is a financial advisor with Waverly Advisors, LLC in Hamilton, OH. He holds a Series 65 credential and has six years of industry experience, including prior roles at 9258 Wealth Management, LLC and over two decades at U.S. Bancorp Asset Management, Inc. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, and fiduciary services, employing a blend of traditional and alternative asset strategies tailored to client objectives, supported by a vertically integrated platform with affiliated tax, accounting, trust, and private fund businesses.

Patrick Hogan is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 designations and bringing 56 years of industry experience. He has worked at Saxony Securities Inc since 2009 and has operated Patrick Financial Corporation since 1985, where he provides consulting and tax preparation services in addition to investment-related activities. Saxony Capital Management offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team approach and employs various investment strategies, including discretionary asset management and third-party manager due diligence.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 28 years of industry experience and has been with StoneX Advisors since 2015. Outside of his advisory role, Tebbe is involved in several business ventures including ownership and management of a liquor store and a CPA firm, serves as a director of a community bank, and holds executive roles in retail pharmacy and liquor businesses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms such as Envestnet and Advyzon.

Katharine Burger is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked at Farm Credit Mid-America for three years. Outside of her advisory role, she serves on the Nominating Committee for Farm Credit Mid-America. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent advisors and an in-house Private Client Group to deliver customized investment strategies through various platforms and third-party managers.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at SANDLAPPER Securities, Buffalo Trace Financial Group, and Vsr Advisory Services. Outside of his advisory work, he serves on several community boards in Liberty, Indiana, including as Finance Committee Chairperson for the Community Foundation and as a youth basketball coach. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Andrea Bell is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Fifth Third Securities since 2022 and has additional experience with Fifth Third Bank, Francesca Holdings, and Davids Bridal. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, supported by its unique combination of municipal-advisor registration and affiliation with Fifth Third Bank.

John Kruse Jr. is a ChFC® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009. In addition to his advisory role, he is an attorney providing probate, estate, trust, tax, and business legal services through his law firm. He also serves as a poll worker judge in Ohio elections. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies tailored to client suitability with both discretionary and nondiscretionary options.

William Von Hoene is a financial advisor with PNC Wealth Management in Fairfield, OH, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2014. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to guide investment risk bands and employs third-party strategists for portfolio management.