Richard Miller is a financial advisor with Richard Miller Financial Services, LLC in Zanesville, Ohio. He holds the ChFC® designation and Series 66 license and has 25 years of industry experience. Since founding his firm in 2011, he has been the sole advisor. Outside of finance, he is co-owner of a small beef cattle farm established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm customizes investment decisions primarily using mutual funds and ETFs, supplemented by individual stocks and bonds, and incorporates both long-term and active management strategies.

Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Thomas Cantrell is the sole advisor at The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with his current firm since 2014 and is also involved in several related business activities, including ownership of Senior Services Inc, which focuses on life insurance and fixed annuity sales. The Retirement Specialist of Central Ohio serves individual clients, including high-net-worth individuals and small business owners, offering tailored financial planning and portfolio services. The firm combines written financial plans with an online aggregation platform and subscription-based wealth management, managing approximately $13.6 million in discretionary assets as of December 31, 2024.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

James Noxon is a financial advisor with The Retirement Specialist of Central Ohio in Newark, OH. He holds a Series 65 designation and has experience providing discretionary investment management and comprehensive financial planning. The Retirement Specialist of Central Ohio serves individuals, high-net-worth clients, and self-employed or small business owners, focusing on retirement planning. The firm employs client interviews to develop individualized investment policies and uses fundamental analysis in investment decisions, offering an online planning platform and subscription-based ongoing planning services.

Aaron Steffan is a ChFC® credentialed financial advisor with 21 years of experience. He has worked at W&S Brokerage Services since 2013 and has been with Western Southern Life since 2001, where he serves as a full-time sales manager. W&S Advisory Services, LLC offers non-discretionary investment management focused on UGMA accounts through the Fabric by Gerber Life digital platform, providing clients with model portfolios managed by an affiliated sub-adviser. The firm operates as a subsidiary of Western & Southern Financial Group and integrates investment management with insurance affiliate services.

Chad Tom is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm utilizes a network of over 200 advisors and employs a combination of model portfolios, sub-advisors, and technology platforms to deliver asset management and financial planning services.

Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.

Benjamin Forgrave is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Alpha Financial Planning, Inc. Outside of his advisory role, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also involved with ATTAIN WEALTH PARTNERS, where he provides holistic financial planning, and he owns W.K.T.B. LLC, a wealth advisory entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party managed solutions.

Stephen Matson Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Creative Financial Designs since 2006 and also owns and operates Matson Insurance Agency, Inc., where he sells and services life and health insurance as well as fixed annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.

Dirk Miller is a financial advisor with PNC Wealth Management in Heath, Ohio, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with PNC Investments since 2009. 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 emphasizes mutual funds and ETFs with annual rebalancing.

Nicholas Weiner is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his advisory role, he worked in various positions including insurance sales and training agents at Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in their investment approach.

Andrew Wills is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at The Huntington Investment Company since 2018 and previously held positions at Edward Jones, Buckin Burger Food Group LLC, Keating Wealth Management LLC, and Moore, Riley & Wills. Outside of advisory work, he is a partner in Lake Point LLC, which operates an Airbnb rental property. The Huntington Investment Company serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm uses an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, and it offers specialized services including Private Wealth Consulting and tax-management overlays.

Brett Warrick is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Huntington National Bank and Bankers Life Securities. Outside of his advisory role, he participates as a professional co-angler in bass fishing tournaments. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

Shannon Montell is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and JP Morgan Securities LLC. Montell has been with Huntington since 2021. 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 and utilizes an open-architecture, model-driven platform combining third-party sub-managers, proprietary models, and specialized program options.

Shad Tyson is a financial advisor with The Huntington Investment Company in Newark, OH, holding a Series 66 designation and 23 years of industry experience. He has been with The Huntington Investment Company 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 through a platform that integrates third-party sub-managers, wrap strategists, and proprietary models. The firm is affiliated with a regional bank holding company and its Private Bank, offering specialized services including trust and overlay options.