Thomas Kleptz is a financial advisor at Turnstone Financial in Troy, OH, holding a Series 65 designation with 11 years of industry experience. He has been with OT Financial, LLC d/b/a Turnstone Financial since 2014. Turnstone Financial provides manager selection, supervision, and portfolio monitoring services for individuals, high-net-worth clients, and charitable organizations, often serving as corporate trustee through Turnstone Private Trust. The firm employs a long-term investment approach based on modern portfolio theory and conducts thorough due diligence on third-party subadvisers managing client assets.

Chad Tennant is a financial advisor with The Freedom Experience, Inc., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at TWAMS Financial Planning, LLC, Landmark Investment Group, and Summit Wealth Management. Outside of his advisory role, Tennant manages a professional liaison management services business that oversees contractor performance. The Freedom Experience is an independent wealth management firm serving individual households, charitable organizations, trusts, and estates. The firm manages approximately $20 million in client assets, focusing on discretionary investment management and comprehensive wealth planning with a mix of domestic and international securities, ETFs, and REITs.

Sunil Kulkarni is a CFA® charterholder with 19 years of industry experience and holds a Series 66 license. He is the sole advisor at Nuts2Invest.com, LLC and has worked at Emerson Electric since 2002, where he is involved in engineering management and new compressor product development. Nuts2Invest.com, LLC provides an online subscription platform offering portfolio-building and security-ranking tools for individual investors. The firm uses a proprietary software engine to generate objective rankings and portfolio recommendations, serving users who implement their own investment decisions.

Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.

Christopher Strehle is a financial advisor with Sound Financial Investment Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at firms including Osaic Wealth, Inc., Triad Advisors, LLC, and Dynamic Employee Solutions, LLC. He is president of Sound Financial Solutions, Inc., which sells non-investment insurance products through an affiliated insurance agency. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and participant education services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm utilizes both fundamental and technical analysis with long- and short-term strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.

Lori Gross is a financial advisor at Wellness Investment Advisers LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wellness Investment Advisers since 2016 and Outlook Financial Center since 2015. Outside of her advisory role, Gross is also an insurance agent with Outlook Financial Center, dedicating approximately half of her time to this activity. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, along with services for pension and profit-sharing plans and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis and incorporates third-party managers while maintaining oversight.

Cory Davenport is a CFP® professional with 20 years of experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, an insurance agency offering various insurance products. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis with a combination of long-term and short-term trading strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.

Timothy Adams is a financial advisor at Inception Financial Services with four years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisor and Imagine 320 Inc, where he provides accounting and tax services alongside offering insurance products. Outside of his advisory role, he offers life, health, and annuity insurance as an independent contractor and provides accounting and bookkeeping services through Imagine 320 Inc. Inception Financial Services offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of strategic and tactical asset allocation, utilizing various analytical approaches and managing accounts primarily on a discretionary basis.

Dustin Beam is a CFP® professional with 25 years of experience in financial advising. He is currently with Pathways Wealth Management, Inc., where he has worked since 2010, and previously spent ten years at L.M. Kohn & Company. Beam holds Series 63 and Series 65 licenses and is licensed in Ohio for accident, health, life, and variable insurance. Pathways Wealth Management advises individuals, trusts, estates, business entities, and qualified retirement plans, serving both high-net-worth and non-HNW clients as well as institutional-style accounts. The firm combines long-term asset allocation with fundamental, technical, and cyclical analysis, offering discretionary and non-discretionary management tailored to client objectives.

Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pathways Wealth Management since 2010, with a ten-year tenure at LM Kohn & Company. Outside of her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management advises individuals and various entities, including trusts, estates, business entities, and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non-HNW clients and employs a long-term asset allocation strategy combined with fundamental, technical, and cyclical analysis.

Michael Griesmeyer is a CFP® with 40 years of industry experience and has been with Wealth Management Group since 1991. He holds a Series 63 license and is based in Tipp City, Ohio. In addition to his advisory role, he is a licensed insurance agent selling life, health, long-term care, and disability insurance, as well as fixed annuities. Wealth Management Group serves individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, employing both discretionary and non-discretionary management strategies tailored to client objectives.

Daniel Gilbert is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with First Heartland Consultants, Inc. and has prior experience at Securities America Advisors, Inc. and KMS Financial Services, Inc. Gilbert is also involved in marketing insurance and financial services through DG Financial Services. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Nathaniel Abney is a financial advisor at Fifth Third Securities, Inc. in Vandalia, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering a range of discretionary managed-account options and unique platform features such as direct indexing and tax-overlay services.

David Selsor is a financial advisor at Fifth Third Securities, Inc. in Piqua, Ohio, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Salem Nganga is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked at Empower Financial Services, Spark Driver, Jenzabar, and Aetna. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm’s integrated approach uses proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, and it operates closely with affiliated entities for recordkeeping and investment execution.

Jonathon Sears is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2014, alongside a concurrent role at Fifth Third Bank since 2012. Outside of his advisory work, Sears serves as an adjunct instructor at Sinclair Community College and Indiana University East. 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 options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Addis is a financial advisor at GWN Securities Inc. in Troy, Ohio, with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Cantella & Co., Inc. Outside of advisory services, he is also licensed to sell various lines of non-securities insurance, including variable and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Gregg Hews is a Series 66-licensed financial advisor with 38 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, OneAmerican Securities, and American United Life. He also operates Hews Financial Services, which offers life, disability, long-term care, medical, group products, and fixed annuities. Primerica Advisors serves a broad retail client base with both brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm implements diverse investment strategies through proprietary and third-party models and provides a range of account-level services including lending solutions and donor-advised funds.

William Oliver is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Tipp City, OH, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a platform that includes discretionary managed-account options, direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Margaret Kenny is a CFP® professional with nine years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked with McKee Asset Management since 2011. Kenny is also the owner of MK Asset Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers customizable investment solutions and operates as a back-office and platform provider to affiliated advisors.