Jason Faulder is a financial advisor at Randy L. Copus and Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. Outside of his advisory role, he serves as an auxiliary police officer for the Washington Township Police Department. Randy L. Copus and Associates, LLC provides portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm manages approximately $31 million in non-discretionary assets, employing a collaborative process that includes Investment Policy Statements, portfolio reviews, and implementation through third-party managers and custodial programs.

Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.

Dean Moeller is a financial advisor with Latitude Advisors, LLC, holding the PFS™ designation and Series 66 license, and has 29 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has managed his own CPA practice, Moeller & Co CPA Ltd, since 1997. Outside of his advisory and accounting roles, he serves as a business manager handling bookkeeping duties for the Knights of St Johns in Maria Stein, Ohio. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive 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 affiliated services in insurance, tax, and real estate.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Anthony Pondel is a CFP® with 33 years of experience in financial advising. He is currently with NorthRock Partners, LLC and has previously worked at Private Advisor Group, LLC, Tony Pondel, Certified Financial Planner, P.C., and LPL Financial. Outside of his advisory work, he owns a farm in Ohio that produces crop rent and tree sales. NorthRock Partners, LLC serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs a holistic, asset-allocation driven approach with a focus on diversification, rebalancing, and the use of independent managers, supported by operational ties to accounting and tax professionals and licensed insurance agents.

Jordan Rethman is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at United Planners since 2022 and also maintains a role as an accountant specializing in tax preparation and bookkeeping at McCrate, Delaet & Company. Additionally, he is involved as a portfolio manager with McCrate Wealth Management, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management through its network of 477 independent advisors.

Sarah Stammen is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has 10 years of industry experience and has previously worked with Avantax Advisory Services, Avantax Investment Services, Inc., and 1st Global Advisors, Inc. In addition to her advisory role, she is a shareholder and treasurer at McCrate, Delaet & Co, a CPA firm specializing in tax preparation and accounting. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent investment advisor representatives.

Bradley Hoge is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 18 years of industry experience, including prior roles at Avantax Investment Services and Prudential Insurance Company of America. He is also involved with McCrate Wealth Management LLC as a member. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and supports both fee-based and commission-based advisory models.

Scott Steineman is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with United Planners Financial Services of America and has previously worked at Avantax Investment Services, 1st Global Advisors, and McCrate DeLaet & Company, where he remains an owner and shareholder of a tax preparation and accounting firm. Outside of advisory work, Steineman is involved with NSDW Properties, a real estate sales and property management business. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.

Cheryl Boyer is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. She has been with the firm since 1986 and has worked as an advisor since 1989. Outside of her advisory role, she is involved with The Gregory Reyes Foundation as a consultant and volunteer. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a mix of model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Kevin Schlarman is a CFP® professional affiliated with United Planners Financial Services of America, bringing eight years of industry experience. His prior roles include positions at Avantax Advisory Services, Avantax Investment Services, and 1st Global Capital Corp. Outside of his advisory work, he serves as a board member for S&H Products, a community and civic organization in Sidney, Ohio. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and offers a mix of fee-based and commission-based financial solutions through its network of 477 independent advisors.

Corey Palakovic is a financial professional at Money Concepts Capital Corp with a Series 66 designation and one year of industry experience. His background includes service in the US Army from 2016 to 2020 and roles in retirement and financial planning at WiseBridge Wealth Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a range of managed programs and utilizes fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Mark Hoge is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 15 years of industry experience and has held roles at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of his advisory work, Hoge is a shareholder in a CPA firm and serves as a board member for German Farmers Mutual Insurance Company. United Planners Financial Services supports a diverse client base, including individuals, corporations, and institutional clients, through an open-architecture platform with multiple custodians and money managers. The firm operates as both a registered investment adviser and broker-dealer, delivering financial planning, portfolio management, retirement plan services, and brokerage solutions.

Julie Fuller is a financial advisor with Money Concepts Capital Corp in Sidney, OH, holding a Series 66 credential and three years of industry experience. She has worked at Money Concepts Capital Corp since 2022 and concurrently provides tax preparation services through Boyer Financial Group, Inc. Outside of advising, she is employed in the health insurance sector. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, managing approximately $3.33 billion across 14,700 clients.

Aaron Boyer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2006. He has prior experience with Boyer Financial Corporation and is involved in Medicare enrollment and tax preparation activities outside of his advisory role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through a team of around 431 advisors.

Tyler Davis is a Series 65-licensed financial advisor with Money Concepts Capital Corp, based in Sidney, OH, and has two years of industry experience. He is also the owner and partner of Davis Accounting & Tax, LLC, and serves as an employee in a nonprofit accounting role with Shelby County. Prior to his current roles, he worked as an auditor for the Auditor of State. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and applies fundamental and technical analysis alongside modern portfolio theory to manage assets for its clients.

Ross Brown is a financial advisor at Edward Jones in New Bremen, OH, holding a Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and other fiduciary services.

Cayla Bensman is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she held positions at Cardinal Health, Smiths Medical, BDO, and Ohio Dominican University. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Amy Huber is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Reynolds and Reynolds and previously spent seven years at Premier Salon Concepts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.