Brandon Blackford is a CFP® professional with 15 years of industry experience, currently advising clients at Edward Jones since 2011. He serves as an advisory board member for Mount Vernon Nazarene University’s Jetter School of Business, contributing to the development of the school's Financial Services curriculum. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Abigail Davis is a financial advisor with LPL Financial in Beavercreek, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, and Discover Financial Services. 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 with various investment approaches, including model portfolios and third-party management, supported by operational tools that assist advisors.

Nathaniel Stevens is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials, bringing 22 years of industry experience. His previous roles include positions at Wright-Patt Credit Union, CUSO Financial Services, PNC Investments, PNC Wealth Management, Raymond James Financial, and Edward Jones. Stevens is also involved with WPCU Retirement Solutions, a business related to his LPL activities. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ethan Zielazny is a financial advisor at OSAIC with five years of industry experience. His prior roles include positions at FSC Securities Corporation and Prudential Insurance Company of America. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing a range of advisory strategies and third-party manager selections.

Kasey Massie Yeagle is a Series 66 licensed financial advisor with Wells Fargo Advisors in Troy, Ohio, with 18 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, Yeagle serves as COO of Haubert & Howe, LLC, where she is involved in investment-related activities and also acts as co-trustee for multiple 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, offering a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.

Julienne Clark is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Wright-Patt Credit Union. Outside of advising, she is the sole member of a private business, Generations Fence & Deck, where she handles bookkeeping, and also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management carried out primarily by investment adviser representatives using various strategies and tools.

Matthew Buehrer is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Standing Up to POTS, Love Pursuit International, the Tipp City Area Arts Council, and Camp Honor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach combines detailed planning with managed-account options, delivered by a broad network of financial advisors.

Stacy Staples is a financial advisor with Primerica Advisors in Dayton, OH, holding 15 years of industry experience. She has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of her advisory role, she works as a part-time Instacart shopper. Primerica Advisors provides discretionary asset management 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.

Robert Eyrich is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and 19 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2006 and was previously employed at PE Systems Inc. from 2010 to 2022. Outside of advisory services, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Margaret Hanslik is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Edward Jones, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and sports & entertainment planning.

Charles Mccarty is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has been associated with Primerica Financial Services since 2009. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and utilizes strategic, tactical, tax-aware, and income distribution models implemented via BNY Mellon Advisors.

Stephen Shope is a financial advisor with Edward Jones in Huber Heights, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after 11 years at Selecttech Services Corporation. He has no prior industry experience outside of his current role. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jyl Schaer is a financial advisor at Wells Fargo Advisors in Troy, Ohio, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of her advisory role, she co-owns a farming business with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Polina Nocera is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 63 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously spent nine years at Lincoln Investment. In addition to her advisory role, she has served as an investment service analyst and relationship specialist with Shore Morgan Young Wealth Strategies, focusing on investment operations and client services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Evan Trick is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Cassondra Salazar is a CFP® professional with nine years of experience in the financial services industry. She currently works at Ameriprise in Troy, OH, and previously held positions at JP Morgan Securities, LLC and Ameriprise Financial Services. In addition to her role at Ameriprise, she is an associate financial advisor managing an advisory business at Beyond Wealth Advisors. 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 ongoing retirement-income planning advice using a written Recommendation Report and tax-aware withdrawal strategies.

Michael Cozad is a CFP® professional with 16 years of industry experience. He is currently with Osaic Wealth and has previously worked at FSC Securities for 13 years. Cozad is also involved with Smith, Moses & Cozad, LLC, where he has served since 2007, providing financial planning and investment management services. Additionally, he holds a leadership role as Vice President and Treasurer at Smith Cozad, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Robert Scarfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at Wright-Patt Credit Union and Cuso Financial Services for over two decades. 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, third-party asset management, and institutional platforms.

Sarah Roman is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has prior work experience in the United States Air Force and construction. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for clients.

William Furay is a financial advisor at Primerica Advisors with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has prior experience with the Great Dayton Surgery Center and the Orthopedic Institute of Dayton. Furay also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing, operating with approximately 3,700 advisors and $15.5 billion in assets under management.