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.

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.

Frank Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Arive Capital Markets and operated his own advisory practice. 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 range of investment solutions supported by in-house research and a broad distribution network of investment adviser representatives.

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.

Stephen Mcbride is a CFP® with 22 years of industry experience, currently affiliated with Private Client Services, LLC. He has worked at Heritage Wealth Group, Heritage Wealth Partners, and LPL Financial LLC. Outside of financial advising, he is involved in community and nonprofit activities, including serving on the finance and HR committee for the Hardin County Chamber and Business Alliance, chairing the Walnut Grove United Methodist Church Board of Trustees, and coaching girls’ basketball. He is also a co-owner of restaurant franchises, including Marco’s Pizza and Penn Station East Coast Subs. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process and offers a range of portfolio management options across multiple platforms, managing approximately $1.05 billion in assets.

Suzanne Walker Hanf is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Stratos Wealth Partners, Ltd. Outside of her advisory role, she is involved in a home-based activity as Santa & Mrs. Claus. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory products such as insurance and annuities.

Linda Owens is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. She has been with LPL Financial and its predecessor firm since 2005. Owens also operates under the DBA Citizens Wealth Management Group in Celina, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Paul Carmean is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 66 designation and seven years of industry experience. He previously worked at Huntington National Bank from 2016 to 2018 before joining Edward Jones in 2018. 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 investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Robert Szuch is a financial advisor with Raymond James Financial in Ada, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 1999. Outside of his advisory role, he is co-owner of Avalon Del. Group, a business he operates jointly with his son. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through a variety of programs and emphasizes advisory roles that support client decision-making rather than delegated management.

Robert Shipp is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. for 33 years before joining OSAIC in 2018. He is also involved with Signature Financial Group, LLC, conducting investment and insurance business under this entity. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves 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 technology-driven investment processes and access to multiple custodial platforms.

Brian Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2006. In addition to his advisory role, he acts as an independent agent selling fixed insurance products, including group health, group life, and individual life insurance. 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 broad range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Joseph Frost is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 credentials. 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 operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Craig Bauman is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns Sunset Junkies LLC, a music production and live entertainment business involved in event scheduling and music sales. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan De Marco is a financial advisor at Edward Jones with 14 years of industry experience, including prior work at JP Morgan Chase LLC from 2005 to 2019. He holds a Series 66 credential and has been with Edward Jones since 2019. Outside of his advisory role, he is involved in several business ventures including managing an apiary, assisting with a family-owned hair salon, and supporting his sons’ music and landscaping businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of advisors and branches, offers access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Joel Griffiths is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Procter & Gamble for 21 years. Based in Bluffton, Ohio, he began his advisory career at Edward Jones in 2025. 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 nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets.

Kyle Johnston is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Johnston is associated with Johnston Farms, an agricultural business in Kenton. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Erik Federer is a CFP® with five years of industry experience, currently affiliated with Edward Jones since 2020. He previously worked for Nationwide Insurance for 17 years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.