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 financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Finish Line and Greater Dayton Job Training. His current roles include positions at both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund recommendations.

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 who holds a Series 66 designation and has 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, NA beginning in 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services through a select group of Wealth Advisors on a non-discretionary basis.

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 financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, she spent 13 years at J.P. Morgan Securities and also operated Ohio Cleaning and Detailing for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Sidney Wyatt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Ross, Raising Canes, Wright State University, and Wright Patt Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registered investment company advisory activities and use of AI in research.

Gretchen Matlock is a financial advisor at Edward Jones with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JP Morgan Chase and Capital One. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Eric Murray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously spent 26 years with Concourse Financial Group Securities Inc. Murray is also the owner of Moneywise Inc, a financial planning business established in 1999, and serves on the board of the Greene Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Kailee Hiss is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at FSC Securities and has been involved with Smith, Moses & Cozad, LLC since 2020, where she holds a role that includes meeting preparation, research, and client paperwork. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Shana Sellers Mcelroy is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2018, following seven years at Nationwide Investment Services Corporation. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with organizations including Wright-Patt Credit Union, CUSO Financial Services, and Nationwide. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Kaitlyn Stuckert is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill from 2018 to 2023. Outside of her advisory career, she has been involved with community-focused organizations such as the Mid-Ohio Foodbank and the Wilmington-Clinton County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edward Wood is a financial advisor with Mass Mutual Investors Services in Dayton, OH, holding 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 11 years at MetLife Securities. Wood is also licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using advanced analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Daniel Griffith is a CFP®-designated financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating programs and monitoring athlete progress. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, high-net-worth individuals, pensions, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to build tailored portfolios.

Jose Rodriguez is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining OSAIC in 2024, he worked for 15 years at Securities America Advisors, Inc. and Securities America, Inc. He is president of Rodriguez Financial Strategies, LLC, which offers fixed insurance products, and serves on the advisory board of Creek Technologies. Additionally, he is a paid speaker on financial planning and Hispanic cultural topics. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs a range of asset-allocation tools and offers integrated brokerage and advisory services through a large network of affiliated advisors.