Todd Boone is a financial advisor with Edward Jones in Springfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He joined Edward Jones in 2017 after a year at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is involved in maintaining rental properties. Edward Jones is a wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets with a large nationwide advisor network and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds.

William Thompson is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Private Advisor Group, LLC, StoneX Advisors Inc., and Wrp Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kyle Buehrer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at CGI. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Clare Thielen is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc. and James Capital Alliance, Inc. before joining Fidelity. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Joshua Wilson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lance Schlosser is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Peak Retirement Planning, PFS Investments, and Primerica Financial Services. Prior to his financial services career, he was employed at Honda of America and in juvenile detention and state park roles. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Jason Pearson is a CFP® with 19 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2007 and is the owner of Oakvest Financial, LLC, a financial services firm. Additionally, he serves as an account clerk for the City of Dayton's Water Department and owns Oakvest Tax Services, a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program structures and custodial relationships.

Aaron Jobson is a financial advisor with Edward Jones in Beavercreek, OH, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including five years with Ohio Conference prior to joining Edward Jones in 2018. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Gerald Wolf Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Fortis Investors, Inc. for over three decades. In addition to his advisory roles, he owns sole proprietorships that provide life and disability insurance services and offer tax preparation and filing. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

David Trimmer is a CFP®-designated financial advisor with Edward Jones in Fairborn, Ohio, bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both 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 with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Mary Lumsden is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Kayla Buehrer is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has previously worked at Parfitt & Associates, LLC, as well as in various roles outside finance including positions at UPS and the Athens County Sheriff's Office. Buehrer serves on the Tipp City Design Committee, which focuses on improving and maintaining the appearance of the downtown area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

James Cox is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Tool Testing Lab, Inc. and Wittenberg University. Outside of his advisory role, Cox serves as an assistant coach for offensive and defensive lines at Vandalia Butler Schools, supervising weight room activities and training. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jordan Peterson is a financial advisor with Edward Jones in Vandalia, Ohio, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2016. 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 nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Salisbury is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2017, with prior roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Eric Powell is a CFP® professional with 16 years of experience in financial advising. He is currently with LPL Financial and has previously worked at KB&P Financial Partners, Cadaret, Grant & Co., Inc., and Baker Krizner Financial Planning. Outside of advisory work, he is a business owner involved in operating Ole Brick Tavern LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies and technology tools, and supports a network of over 22,800 advisors.

Morad Zayed is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Morgan Stanley Services Group, Morgan Stanley, Citizens Securities, Merrill, and Fifth Third Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm employs proprietary research and planning tools to develop tailored recommendations across various financial planning areas, integrating advisory services with multiple financial product offerings.

Melinda Koehler is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining UBS in 2018, she worked at Merrill for 14 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Charles Daugherty is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2015. Prior to this, he worked in education at several local school districts. His other business activities include sales of loan products and home security services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Bart Little is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Raymond James, he spent 15 years at Sterling Wealth Management and Commonwealth Financial Network. He is also involved with Ohio Entertainment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.