Blake Bagshaw is a CFP® and ChFC® with six years of industry experience, currently serving as the sole advisor at Arven Wealth Management LLC. His prior experience includes roles at SIMS Investment Management and Valmark Advisors, among others. Outside of his advisory work, Bagshaw holds board membership at AxisPoint Alliance LLC and is involved in private equity investments through Bagshaw Properties, LTD. Arven Wealth Management provides discretionary asset management and retirement-plan advisory services, focusing on institutional and plan-level clients. The firm employs fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning, and frequently utilizes sub-advisors while maintaining primary client relationships and oversight.

Trey Cochran is a financial advisor at Cochran Wealth Management LLC in Martinsville, Ohio, holding a Series 65 designation. The firm currently has no active advisors beyond him and is newly established. Cochran Wealth Management serves individuals, families, high-net-worth clients, and businesses with portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and quantitative analysis to construct diversified portfolios mainly using ETFs, mutual funds, and cash equivalents, focusing on strategic asset allocation and low-cost, tax-efficient investments.

Richard Carroll is a CFP® with 14 years of industry experience, currently serving at Bell City Wealth, Inc. in Hillsboro, OH. His work history includes roles at O'Dell Capital Management, Raymond James Financial Services, and Johns Hopkins University. He also provides investment advice to the City of Hillsboro's Treasury Investment Board. Bell City Wealth offers discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $163 million in discretionary assets and employs a structured investment process that integrates quantitative, fundamental, technical, and economic analysis across multiple model portfolios.

Mark Crowe is a financial advisor at Crowe Financial Group LLC in Hillsboro, Ohio, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Crowe Financial Group since 2004. Outside of his advisory work, he is also involved in farming as the owner of Crowe Farms. Crowe Financial Group LLC provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis in its investment approach and incorporates strategies such as options writing and the use of leveraged and inverse exchange-traded funds.

James Crowe is a financial advisor with Crowe Financial Group LLC in Hillsboro, OH, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at multiple related entities since 2004, including Gradient Securities, LLC and James L. Crowe Financial, LLC. Outside of advisory work, he volunteers with the nonprofit Helping Hands for Hope and serves as a basketball official. Crowe Financial Group LLC provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using fundamental, technical, and cyclical analysis, incorporating options writing, leveraged/inverse ETFs, and borrowing strategies tailored to client goals and risk tolerance.

Charles Eastes is a financial advisor with STRATEGIC WEALTH ADVISORS GROUP, Inc. in New Vienna, OH, holding a Series 65 designation and 17 years of industry experience. He previously worked at United Advisors America for 16 years. Eastes also serves as a Regional Director and Insurance Agent for Alliance America Corporation, a life and health insurance agency. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm uses independent sub-advisors for asset management and offers ERISA plan services, along with public educational seminars on investment topics.

John Kozak III is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. Prior to joining Advisor Share Wealth Management, he worked at Virtue Capital Management, LLC for seven years and has been involved with Kozak Financial since 2000. Outside of advising, he serves as a firefighter with the Chester Fire Department and operates an independent business selling wellness products. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based platform to support independent advisers and typically implements client strategies through selected third-party sub-advisers and model portfolios, using both discretionary and non-discretionary management based on client risk profiles.

Christopher Reno is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fifth Third Bank, Hutamaki Cleaning Solutions, Rent 2 Own, Hillsboro City Schools, and the Eagles. Outside of finance, he has been involved with playing pool over several years. Fifth Third Securities, Inc. offers 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and distinctive platform features such as direct indexing and tax-overlay services.

Jeffrey Myers is a financial advisor with Fifth Third Securities, Inc. in Georgetown, Ohio, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been with Fifth Third Securities and its affiliated firm Fifth Third since 1999. Fifth Third Securities, Inc. offers brokerage and advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Adam Harris is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his current role, he worked at Fifth Third Bank and Sears Holdings. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines a municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Douglas Russell is a financial advisor with Fifth Third Securities, Inc. in Wilmington, Ohio, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2015. Outside of his advisory role, he owns a hobby farm in Chillicothe, Ohio. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and integrates a municipal-advisor registration with its affiliation to Fifth Third Bank.

Sarah Smart is a financial advisor at Capital Analysts with a Series 66 designation and three years of industry experience. Prior to joining Capital Analysts, she worked at Lincoln Investment and has experience as an account data analyst at Fenix Parts. She also owns a tax and accounting business focused on preparing and filing taxes. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines quantitative research and model portfolio construction with advisor-level consulting to offer customized investment solutions across mutual funds, ETFs, and stock models.

Hugh Rhodes II is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management and previously worked at Fifth Third Securities, Fifth Third Bank, Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, Ef Hutton Investments, and Fidelity Brokerage Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and implements investments through approved model strategies managed by PNC or third parties.

Susan Vaher is a financial advisor at Edward Jones in Hillsboro, OH, with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samantha Beach is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Mathew Greene is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He is based in Hillsboro, OH. Outside of his advisory role, he owns and manages several residential rental properties in Wilmington, OH. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

James Varnum is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Company. Outside of his advisory role, he owns and produces content for a homestead-themed YouTube channel. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining discretionary and non-discretionary solutions with access to third-party managers and proprietary model portfolios.

Michael Graham is a financial advisor with Equitable Advisors in Blue Ash, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he contributes as a freelance writer for the literary journal Sport Literate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Kyle King is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Austin Baker is a financial advisor with Thrivent Investment Management in Hillsboro, Ohio, holding Series 63 and Series 65 credentials and bringing five years of industry experience. He has been with Thrivent since 2020 and has experience in various roles including a position as Assistant Pro at Valley Vista Golf Course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a broad range of topics, with services delivered separately from managed-account programs.

Philip Zeigler is a CFP® professional with 24 years of experience in financial advising, currently with Equitable Advisors since 2001. He previously worked with Axa Advisors, LLC for 19 years. Outside of his advisory role, he serves as a board member and officer for The Church of Jesus Christ of Latter-day Saints in Wilmington, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to implement client recommendations.

Allen White is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at supporting their financial goals. He has been with Fidelity Investments since 2014, progressing through roles including High Net Worth Service Associate from 2014 to 2016, Workplace Planning Consultant III from 2016 to 2021, and his current position since 2021.

Jason Hillard is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior experience includes roles at Montgomery County Treasurer and Wright-Patt Credit Union. Outside of his advisory work, he is the owner of Whillete Property LLC and Whillette Residential LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Ashley Farley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Select Specialty Hospital and Ensemble Health Partners. Outside of her advisory role, she has been involved with Friendly Meadows Golf Course as a ProShop Assistant since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of more than 23,000 financial advisors.

Stephanie Blessing is a Series 66-licensed financial advisor with Edward Jones in Wilmington, Ohio, and has seven years of industry experience. She has been with Edward Jones since 2000. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Horne is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to registered investment companies and fund-of-funds.