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.

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.

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® and holds a Series 66 license, with five years of industry experience. She is currently an advisor at OSAIC and has previous experience at FSC Securities and Smith, Moses & Cozad, LLC. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by technology and risk-tolerance analysis.

Shana Sellers Mcelroy is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 66 and Series 65 licenses and bringing 18 years of industry experience. Her career includes multiple roles at Morgan Stanley since 2009 and a seven-year period at Nationwide Investment Services Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Wright-Patt Credit Union and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kaitlyn Stuckert is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for five years. Early in her career, she was involved with several community organizations including the Wilmington-Clinton County Chamber of Commerce and Energize Clinton County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Edward Wood is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. His career includes roles at Metlife Securities, MSI Financial Services, MetLife Investment Fund Services, and Valic Financial Advisors. He also maintains an individual life insurance agent role with Metlife/Brighthouse. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved analytical tools to deliver tailored recommendations.

Daniel Griffith is a CFP® professional with eight years of experience in the financial services industry. He is currently affiliated with OSAIC and has prior experience at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating training programs and overseeing athlete progress. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and various management strategies supported by risk-tolerance assessments and rebalancing tools.

Jose Rodriguez is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., and Citigroup Global Markets. In addition to his advisory role, Rodriguez is president of Rodriguez Financial Strategies, LLC, where he offers fixed insurance products, and he serves on the advisory board of Creek Technologies. He also engages as a paid speaker on financial planning and Hispanic cultural topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple management strategies supported by a complex affiliate network and private-equity ownership.

Shannon Blair is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following four years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Jay Culbertson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with offerings that incorporate ESG considerations and broader derivatives capabilities.

Jeffrey Hochwalt is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at VOYA Financial Advisors and Cetera Advisors. Outside of his advisory work, he owns a photography business and is involved in college planning services. Cambridge Investment Research Advisors serves both individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base, providing access to multiple platforms, custodians, and proprietary model strategies.

Hannah Steinke is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation and six years of industry experience. She has worked with Ameriprise since 2015 and has a background that includes studies at Wright State University from 2017 to 2021. Outside of her advisory role, she is a co-owner of Austria Wealth Advisors, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Heather Abshear is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2016. 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 within a non-discretionary advisory framework.

Dylan Cunningham is a financial advisor with Morgan Stanley in Beavercreek, OH. He holds a Series 66 designation and has recently begun his career in the financial industry, joining Morgan Stanley in 2026. Prior to entering finance, his work experience spans various roles largely outside the financial sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Angela Owens is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds the Series 66 designation and has worked with J.P. Morgan entities since 1998. Owens has been with J.P. Morgan Securities since 2012 and is based in Kettering, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach involves written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.