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.

Adam Bray is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with YSB Wealth Management and previously worked at OSAIC and Bishoff Financial Group, where he served as Chief Investment Officer. Outside of his advisory role, Bray has been involved in independent insurance agency activities and has held leadership positions managing investment teams. YSB Wealth Management, established in 2026, provides wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a goal-based, personalized investment approach using strategic allocation profiles that combine passive and active strategies to manage risk and volatility.

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.

Sarah Yount is a ChFC® credentialed financial advisor with over 14 years of experience in the industry. She has worked at Roble Belko & Company for 10 years, followed by four years at Bishoff Financial Group before joining YSB Wealth Management in 2026. YSB Wealth Management is a recently formed investment adviser serving individuals, high-net-worth clients, and corporations. The firm uses a goal-based, personalized investment approach that combines passive and active strategies to manage volatility and risk, offering discretionary portfolio management across various asset classes.

Cody Schnipke is a CFP® and holds a Series 66 license, currently serving as a financial advisor at YSB Wealth Management with five years of industry experience. His prior roles include positions at OSAIC, The Bishoff Financial Group, and Cambridge Investment Research Advisors. Schnipke is also involved in tax preparation through Bishoff Tax Advisors. YSB Wealth Management is a state-registered investment adviser founded in 2026 that provides wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a goal-based investment process with personalized portfolio allocations combining passive and active strategies, emphasizing risk management over benchmark outperformance.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and a network of affiliated businesses providing insurance, tax, and brokerage services.

Kathi Dunlap is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at Faith Investment Services of Ohio LLC since 2023 and has been involved with Quiet Life LTD, a construction and remodeling business, since 2003. Creative Financial Designs serves individual and institutional clients with investment management and financial planning through a network of advisers, offering a range of strategies including Biblical Responsible Investing and customizable portfolio options.

Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with three years of industry experience. He holds the Series 66 designation and has prior work experience at Faith Investment Services. Outside of his financial advisory role, Moore owns and operates a construction and maintenance business. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering a range of investment management and financial planning services through a network of advisers. The firm employs an asset-class model allocation approach informed by third-party research and provides various investment strategies, including Biblical Responsible Investing.

Bernard Nienberg is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His career includes roles at Royal Alliance Associates and First Independent Advisory Services. Outside of advisory work, he owns and operates insurance agencies focused on life, accident, and health insurance products. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Kenneth Rumbaugh is a financial advisor with Harbour Investments, Inc. in Lima, Ohio, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Harbour Investments and his own firm, Ken Rumbaugh Inc., since 2003, and has worked with Professional Business Network Inc. since 1989. Outside of his advisory roles, he serves as an adviser to the board of Investors Preferred Life and is involved in consulting and referral businesses related to estate planning, insurance, business exits, and cost segregation services. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

David Robinson is a financial advisor with WesBanco Securities, Inc. in Findlay, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, The State Bank & Trust, and Cetera Investment Services. Outside of his advisory work, he is a part owner of an indoor golf simulator facility, Fore One Nine Golf Club, LLC, in Findlay. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets with 28 advisors. The firm offers a range of portfolio management solutions, including wrap-fee programs and access to third-party managed accounts, utilizing various investment strategies and analytical methods.

R Hardy is a financial advisor with SPC in Lima, Ohio, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He previously worked at Mass Mutual and MML Investors Services, Inc. for 26 years and has been with Sigma Financial Corporation since 2022. Outside of his advisory work, Hardy serves in several community leadership roles, including President of the Woodlawn Cemetery Association for over 50 years and President of the Lima Growth Association for 22 years, as well as Secretary/Fiscal Officer for the Port Authority of Allen County. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Mindy Vance is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. She has been with The Huntington Investment Company since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across tens of thousands of client accounts and utilizes an open-architecture, model-driven platform combining third-party and proprietary investment models.

Michael Moessner is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 28 years of industry experience. He has worked with Huntington Investment Company and Huntington National Bank since 2002. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets across nearly 400 advisors. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, and offers specialized services such as tax-management and impact/ESG overlays.

James Smith is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts Incorporated since 2000. Outside of his advisory role, Smith serves as the mayor of Fort Jennings, Ohio, and is president and sole owner of Commercial Tax Records, Inc., a tax preparation and bookkeeping business. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of services including financial planning, advisor-managed portfolios, and access to third-party managers.

Evan Sutton is a financial advisor with Ameriprise in Elida, Ohio, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. and Lowe’s Home Improvement. Outside of his advisory work, he serves as an assistant coach for a high school varsity baseball team. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering detailed recommendation reports through a centralized consulting team. The firm combines research-driven modeling and tax-efficiency analysis to support retirement strategies and provides a broad range of advisory, brokerage, and insurance solutions.

Jeremiah Watene is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with approximately two years of experience at the firm. His prior work includes roles at New York Life and American Income Life, as well as operating a small business, Jeremiah Paint & Pressure Wash. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Heather Morris is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Compton is a financial advisor at Edward Jones in Lima, Ohio, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in the sales of vintage sports jerseys and other clothing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Brian Inkrott is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Inkrott is also an elected village councilman in Glandorf, Ohio, a role he has held since 2012. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving 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 advanced portfolio management tools and access to multiple custodial platforms.