Jennifer Siefring is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has worked at JS Wealth Advisors and LPL Financial since 2015. In addition to her advisory role, she is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a wide range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by both proprietary and third-party research.

David Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory services, Hall is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Neil Nehring is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Nehring serves as co-chair of the Tipp City Rotary Club Service and is a trustee of the Nehring Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Naomi Cline is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience in the food and hospitality sector, including roles at Mojos Bar & Grille and Wings & Rings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations tailored to clients’ financial situations.

James Priest is a financial advisor with Cetera in Dayton, Ohio. He holds a Series 66 designation and has 22 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. He serves as power of attorney for an immediate family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party model portfolios and investment strategies.

Nicole Proxmire is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 65 designation. She has one year of industry experience and prior work history that includes roles at Rob Eicher State Farm, CX Institutional, LLC, and freelance photography under Nicole Proxmire - Freelance Photography. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Robert Schaefer is a financial advisor with Mass Mutual Investors Services in Dayton, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following an 11-year tenure at METLIFE Securities Inc. Outside of his advisory role, he is also an insurance agent specializing in individual life, disability, long-term care, and fixed annuity products. MassMutual Investors Services, LLC 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 offers collaborative, goal-oriented financial planning using firm-approved tools and also conducts educational seminars, with a focus on ongoing client relationships.

Stacia Kerlin Welch is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 28 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Ann Wilson is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fifth Third Securities and CUSO Financial Services, LP. Outside of her advisory role, she is involved with WPCU Retirement Solutions affiliated with LPL and has a real estate rental business with a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

David Hahn is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wright-Patt Credit Union, CUSO Financial Services, Freeman Heyne Toma, LLC, and Cetera Advisors LLC. In addition to his advisory work, he is involved with WPCU Retirement Solutions, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kaleb Baker is a Certified Financial Planner™ professional with 10 years of industry experience. He is currently with LPL Financial and has prior experience at firms including PNC Investments and Wright-Patt Credit Union. He is also involved with Federal Retirement Readiness Associates LLC, a non-investment-related business. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Russel Surber III is a financial advisor with Edward Jones in Troy, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jason Hallmark is a CFP® professional with 17 years of industry experience, currently advising clients at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Northwestern Mutual Wealth Management. Outside of financial advising, he is engaged in creating art and photography. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services that utilize asset-allocation tools and third-party managed-account solutions.

Jeffery Boland is a financial advisor at Edward Jones in Englewood, Ohio, holding a Series 63 designation with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust offerings and securities-based lending.

Mark Waltersheide is a financial advisor with Wells Fargo Clearing in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at Wright-Patt Credit Union and Cuso Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with various management approaches and access to research and model portfolios.

Mathieu Fairband is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including US Bancorp Investments, Waddell & Reed, and The Warrior Connection prior to joining LPL Financial in 2021. Fairband acts as a successor trustee on his parents' trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Amy Allen is a financial advisor with Edward Jones in Beavercreek, OH. She holds a Series 66 designation and has been with Edward Jones since 2023. Prior to joining the firm, she worked in various roles including as a life coach and at Leidos, as well as at The University of Dayton Research Institute for eight years. 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 advisory programs and maintains a large nationwide network of financial advisors and branch offices.