Christine Magoteaux is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients under a wrap-fee structure. The firm selects and oversees third-party asset managers and uses BNY Mellon Advisors for model implementation, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Chet Saunders is a financial advisor with OSAIC who holds the Series 63 and Series 65 designations and has 32 years of industry experience. His prior roles include positions at SagePoint Financial, Grove Point Investments, LLC, OSAIC Services, Inc., and American General Securities Incorporated. Outside of advising, Saunders owns and operates a driving range. OSAIC is a large institution serving a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation and portfolio optimization.

Jeffrey Slattery is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Ally Invest Securities LLC and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Brian Daulton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. Outside of his advisory role, he serves as an ordained minister at Riverview Baptist Church, where he prepares and delivers sermons and teaches Bible classes. He also works as a youth soccer referee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Randall Helt is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in general farming through ownership of Ranlin Farm. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service tailored to high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.

Barbara Rac is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. She focuses on partnering with clients to help them define their financial vision and develop personalized plans to work toward their financial goals. Barbara has accumulated extensive experience in the financial services industry, having held roles as a Financial Planner at Prudential Advisors from 2017 to 2019, a Financial Advisor at Prudential Life Insurance Company of America from 2013 to 2017, and a Financial Representative at Prudential Life Insurance Company of America from 2010 to 2013.

John Woeste is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 23 years. Outside of his advisory role, he is involved in writing books, screenplays, theatrical shows, and board games. Osaic Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Robert Newsock is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held previous positions at Merrill and Bank of America, and has been with Morgan Stanley and its Private Bank since 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and methodologies.

Arthur Coates is a Series 66-registered financial advisor with J.P. Morgan Securities, with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Finish Line, and Greater Dayton Job Training. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.

Jillian Milano is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation. She has been with Ameriprise since 2021 and previously worked in educational roles at Oakland University, Wright State University, and Carroll High School. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized retirement income advice within a large institutional framework.

Jeffrey Reboulet is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also has experience with Accounting A La Carte. Outside of his advisory role, he is involved in sports-related activities, including ownership and coordination of baseball and softball camps, clinics, and tournaments through several entities such as Midwest Sports Performance LLC and REB Baseball, LLC. He is also a co-author of a book and website related to baseball. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party money managers across various program structures.

Ronald Jones is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding a Series 66 designation and having 20 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and JPMorgan Chase Bank, NA since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research methods.

Dustin Kohler is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at J.P. Morgan Securities and OneMain Financial Services. Outside of his advisory work, he is involved in managing a rental property business through KelKohl LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Wanda Long is a financial advisor at Primerica Advisors in Dayton, Ohio, with six years of industry experience. She has worked at Primerica Advisors since 2019 and previously spent over two decades at Premier Health. Outside of her advisory role, Long serves as president of T&W General Services, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Daniel Cline is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at Nuveen Securities, LLC, Virtus Investment Partners, and VP Distributors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes advisory services that do not include individual security recommendations as part of standalone planning.

Nicholas Kavalauskas is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked with Primerica Financial Services since 2022 and is involved with the Vandalia Butler Chamber of Commerce. Prior to his financial services career, he spent 16 years in professional sports catering. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Stephanie Anderson is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with LPL Financial, having joined in 2025, and previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. Outside of her advisory role, she was involved with Ohio Cleaning And Detailing for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment strategies.

Angela Katampe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, and previously spent four years at Thrivent Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Sidney Wyatt is a financial advisor with Fidelity Investments in Beavercreek, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments, Ross, Raising Canes, Wright State University, and Wright Patt Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gretchen Matlock is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase and Capital One. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.