Charlie Vinyard is a Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 15 years of industry experience to his role, focusing on helping clients develop personalized financial strategies that align with their short-term, mid-term, and long-term goals. Charlie specializes in areas such as college education planning, personal retirement planning, and portfolio management services. He holds a Bachelor's Degree from Knox College and is licensed with NMLS#1619773. Charlie works closely with clients to understand their unique priorities and provides ongoing advice and guidance, including access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Charlie is involved in his community through participation with the Springboro Wee Panthers Football and Springboro Youth Basketball programs. His personal interests include baseball, basketball, fishing, football, golfing, music, spending time with his family, and watching movies.

Christopher Slattery is a financial advisor with Edward Jones in Germantown, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a member of DeSlatt Ventures LLC, a residential rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a broad network of financial advisors and branch offices nationwide.