Lawrence Pohl is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he serves as an office manager for a regional vice president and is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven investment strategies and third-party asset managers.

Susan Swinehart is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years prior to joining OSAIC in 2023. In addition to her advisory role, she is an attorney specializing in estate planning through her own practice, Susan Swinehart Attorney LLC. OSAIC serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing integrated brokerage, advisory, and wealth management services through a large network of affiliated advisers. The firm utilizes various asset allocation tools, risk assessments, and third-party platforms to offer customized investment solutions across multiple asset classes.

Gregory Flick is a Series 66-licensed financial advisor with LPL Financial, based in Dayton, OH, and has 12 years of industry experience. Prior to joining LPL Financial in 2025, he spent over a decade with Wright-Patt Credit Union and Cuso Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mathieu Fairband is a financial advisor with LPL Financial in Troy, Ohio, holding a Series 66 license and 27 years of industry experience. His prior roles include positions at US Bancorp Investments, Wells Fargo Investments, and Waddell & Reed. Fairband has also served as a successor trustee on his parents' trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies and technology tools to support its advisors.

Tanyike Freeman Smith is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and with 11 years of industry experience. She has been with Primerica Advisors since 2015 and was previously associated with Primerica Financial Services starting in 2014. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program for individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

William Shufflebarger is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He has worked with OSAIC since 2018 and previously spent three years at Signator Investors, Inc. Additionally, he operates Signature Financial Group, LLC, where he conducts investment and insurance business. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct tailored portfolios across various investment types.

Julia Paslawski is a financial advisor with Wells Fargo Advisors based in Troy, OH. She holds a Series 66 designation and joined Wells Fargo Advisors in 2025. Outside of her advisory role, she serves as the head instructor at Lineage Dance Company and works as a server at Arch City Tavern, both located in Columbus, OH. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services and tailored recommendations supported by firm research and tools.

Scott Young is a financial advisor at Edward Jones in Dayton, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and trust services.

Nathan Cedarleaf is a CFP® professional with 23 years of industry experience. He is currently affiliated with Cetera and Minster Bank, having worked at several firms including Fidelity Investments and The Huntington Investment Company. Cedarleaf holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Phillip Kozen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMORGAN Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brian Merrick is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. His prior roles include positions at Stratos Wealth Advisors, Fifth Third Securities, The Retirement Corporation of America, and Ameriprise Financial Services. Merrick also has an investment advisory role associated with The Retirement Corporation of America. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, serving clients who meet specific net-worth criteria with planning in areas such as retirement, education, and specialized financial needs.

Michael Davell is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. He has previously worked at Edward Jones, Raymond James & Associates, Invest Capital Partners, LLC, and L.M. Kohn & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brett Bogan is a financial advisor at Cetera with 29 years of industry experience and holds Series 65 and Series 66 licenses. He has worked with Avantax Advisory Services and Avantax Insurance Agency, and he is also president of Bogan Bell & Associates, providing tax preparation and accounting services. Outside of his advisory roles, Bogan is involved with several nonprofit organizations, serving as president and board member of the Free To Run Foundation and as an associate director for Waste-Free Dayton. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services to a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm supports access to various investment strategies through affiliated and third-party managers and manages over $256 billion in assets with a large network of advisors.

Matthew Parks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Fifth Third Securities, JPMorgan Chase, and PNC Investments. He is based in Huber Heights, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both model portfolios and customized strategies.

Bo Lieghley is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity Investments in 2021 and has held positions as a Financial Representative and a Relationship Manager, demonstrating a progressive career within the company. His work centers on understanding client needs deeply by listening to their stories, responsibilities, and aspirations to provide personalized and purposeful financial guidance. Bo has developed expertise in client relationship management and financial planning through his roles at Fidelity. His approach emphasizes aligning financial advice with clients' values and life experiences to support their future goals. Outside of his professional duties, Bo has interests in football, golf, music as an instrumentalist, outdoor adventures, and reading.

Jeffrey Oda is a CFP® with 34 years of experience at Edward Jones, where he has worked since 1992. He is based in Troy, Ohio. Outside of his advisory work, he is the owner of an office rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a large national network of financial advisors and branch offices.

Roger Rucker is a financial advisor with Primerica Advisors in Fairborn, OH, holding Series 63 and Series 65 licenses and offering 33 years of industry experience. His work history includes roles at Universal Technology Corporation from 2003 to 2019 and ongoing positions with PFS Investments Inc and Primerica Financial Services since 1992. He is involved in sales of investment-related products and receives compensation for the sale of loan products and referrals of home security and automation services through affiliates. Primerica Advisors is a large institutional firm with approximately 3,698 financial advisors and $15.5 billion in assets under management. The firm primarily serves individual investors and offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Keith Waleskowski is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he was employed at Stryker Corporation and Cintas Corporation. Outside of finance, he works as a sports color analyst for Dayton-area radio and television broadcasts of University of Dayton men's basketball games. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, cash-flow, education, and niche services like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Sarah Clemans is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2011. Clemans serves as a committee member for WASSO Springfield. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kinsey Kinder is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, Kinsey worked for five years at LCNB National Bank. Kinsey also serves as an Associate Financial Advisor with Beyond Wealth Advisors LLC, a private wealth advisory practice of Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.