Jared Walsh is a CFP® professional with 21 years of industry experience. He is a partner at Sielschott, Walsh, Keifer & Regula CPAs, Inc., where he dedicates the majority of his time, and has been with Reservoir Retirement Management since 2018. His prior experience includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reservoir Retirement Management serves a diverse client base including individual households, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index funds and ETFs, combined with fundamental and cyclical analysis, and manages both discretionary and non-discretionary accounts.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. Prior to founding his firm in 2022, he worked at Stifel Nicolaus & Co Inc for 11 years. He serves as a board member of the Lima Shawnee Alumni Legacy Scholarship Fund, a college scholarship organization for high school students. Trueblood Wealth Management advises individuals, trusts, corporations, and employer-sponsored retirement plans, providing portfolio management, retirement plan consulting, and financial planning. The firm employs a comprehensive investment process that integrates asset allocation with fundamental, technical, quantitative, and sector analysis, using various trading strategies and third-party money managers to meet client objectives.

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at LPL Financial LLC, The O.N. Equity Sales Company, and Ohio National Life Insurance. Hardy also serves as a public notary and is involved in third-party retirement plan administration through H&H Retirement Services. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million. The firm operates on a non-discretionary basis with tailored portfolios and offers insurance products and retirement plan administration through an affiliated third-party administrator.

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.

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.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

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.

Shawn Goetz is a Series 65-licensed advisor with Reservoir Wealth Management in Lima, Ohio, where he has worked since 2019. He has six years of experience in the financial industry and previously spent 13 years at Magnam Truck & Equipment. Reservoir Retirement Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily uses passive, asset-class-weighted portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis, and offers discretionary investment management, comprehensive financial planning, and employee benefit plan consulting.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 57 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for 11 years. Outside of his advisory role, he serves as Treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member for Northeast Ohio Medical University. Trueblood Wealth Management advises individuals, trusts, corporations, and retirement plans, managing approximately $430.8 million in assets across about 296 client relationships. The firm uses a combination of asset allocation, fundamental and quantitative analysis, and both long- and short-term strategies to align portfolios with client objectives.

Erin Gilbert is a financial advisor at OneAscent Financial Services LLC with nine years of industry experience. She holds the Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisors' Pride Inc., and LPL Financial. Gilbert is based in Bluffton, Indiana. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Kadin Cochran is a financial advisor at OneAscent Financial Services LLC with a Series 65 credential and one year of industry experience. Prior to joining OneAscent, he held roles in education and logistics and has recently been involved as an insurance agent through Strategence Capital. OneAscent Financial Services LLC manages approximately $2.61 billion across 57 advisors, offering a range of asset management, financial planning, and fiduciary services to individuals, institutional clients, and charitable organizations, using a combination of direct management and third-party solutions.

Erin Laukhuf is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC. Her prior roles include positions at Gateway Wealth Partners, LPL Financial, and Cetera Investment Services. She is also licensed as an insurance agent for non-variable insurance products. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion and supports a network of 57 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services through customized portfolios and a combination of direct management and third-party solutions.

Timothy Stoller is a financial advisor at OneAscent Financial Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gateway Wealth Partners, Advisors' Pride Inc., and LPL Financial. Outside of his advisory role, he serves as a trustee of the Van Wert County Foundation, chairman of the LifeWise Foundation, and is a board member of LifeWise Academy Inc. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients by providing tailored asset management, financial planning, and fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

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.

Ryan Wenninger is a financial advisor at OneAscent Financial Services LLC with a Series 65 designation. He has been with OneAscent since 2025 and has prior experience at Bashore, Reineck, Stoller & Waterman. Outside of his advisory role, he serves as a volunteer controller for Haven of Hope of Van Wert County, a nonprofit supporting homeless men. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing a combination of direct management, third-party managers, and unified managed accounts.

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.

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.