Robert Brown is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has prior work history with Forrester Research and Pacers Sports and Entertainment. Brown serves as Vice President for two nonprofit organizations, Beat the Streets Miami Valley and Break Away Sports Ohio, both focused on supporting underprivileged youth through sports, academics, and faith. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Donald Williams is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and 15 years of industry experience. He has worked with Primerica Financial Services since 2000 and has held roles at Primerica Advisors, Odyssey Retail, Acosta, Inc., and PFS Investments, Inc. Outside of financial advising, Williams is involved with Odyssey Retail, a merchandise reset business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors, delivering advisory services using model-based investment strategies and discretionary account options supported by third-party asset managers and custodians.

John Lumpkin Jr. is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012, following three years at Chase Investment Services Corp. Outside of his advisory role, Lumpkin serves on the boards of the Greater Dayton Regional Transit Authority and the City of Dayton Financial Review Board, and he is involved in coaching and announcing varsity football games for the Trotwood-Madison City Schools. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Frances Milano is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 63 designation and over 32 years of industry experience. She has been with Ameriprise Financial Services since 1993. Milano serves on the investment committee of the board of directors for St. Vincent DePaul. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and integrates algorithmic automation with expert oversight to generate personalized recommendations.

Susan Sandhu is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has held roles at Morgan Stanley since 2009, including positions at Morgan Stanley Private Bank, N.A. and a brief tenure at Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.

Mark Richmond is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Richmond is also involved with Rodriguez Financial Strategies, LLC, where he presents insurance products including life, health, and annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program platforms.

Kyle Poland is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an assistant swim coach at the YMCA of Greater Dayton. 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 using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Yuh Chen Yu is a financial advisor at Edward Jones in Kettering, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Yu worked at Door Dash and PNC Bank, and has been involved with CBY LLC since 2017. Outside of advisory services, Yu participates in rental property management through involvement with CBY Investments LLC and Cotton Bailey Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a significant national presence, maintaining approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Luke Neff is a financial advisor with LPL Financial in Kettering, Ohio, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at PNC Wealth Management and Cuso Financial Services, LP. He is also involved with Day Air Credit Union, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jane Vesoulis is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She collaborates with families and individuals to organize assets and develop comprehensive financial plans. Jane emphasizes building trusted relationships over time, adapting investment strategies in response to evolving priorities, legislation, markets, and technology. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2015 to 2018, Financial Adviser at JP Morgan Chase from 2013 to 2015, Financial Adviser at National Bank and Trust Co from 2012 to 2013, and Vice President at The Fifth Third Bank from 1988 to 2011.

Michael Beard is a financial advisor at Edward Jones in Beavercreek, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 supported by a large network of financial advisors and branch offices.

Jorden Rhodes is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Prior to joining Edward Jones in 2026, Rhodes worked at Morgan Stanley, Merrill, Wells Fargo Clearing Services, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Christin Miller is a financial advisor with Cambridge Investment Research Advisors in Brookville, OH, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Cambridge in 2015, she worked at Westminster Financial Advisory Corp from 2013 to 2015. Outside of advising, she is involved with Brookville Bargains, a merchandise sales business. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies alongside access to third-party advisers.

Niasha Piper is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. Outside of finance, she owns and operates two small businesses focused on cosmetics instruction and e-commerce sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their non-discretionary program offers written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and utilizes a combination of quantitative and qualitative research.

James Ghory Jr. is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Ghory serves on the investment committee for Catholic Social Services of the Miami Valley, a community organization focused on disaster relief and humanitarian aid. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and a range of investment services managed through firm-approved tools and analysis.

Carson Zimmer is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and the University of Dayton. He is also involved with DayAir Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Jerald Butts is a financial advisor with LPL Financial who holds a Series 63 designation and has 25 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. before joining LPL Financial, where he has been since 2009. He is also involved in an investment-related business in Beavercreek, Ohio, operating under the name 3 POINT WEALTH STRATEGIES. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Emily Moore is a Planning Consultant at Fidelity Investments, where she has been serving since 2021. In her role, she works directly on clients' wealth management teams and collaborates with Financial Consultants to address various financial needs, including the development and analysis of financial plans. She partners with clients to understand their goals, values, and financial objectives. Emily has accumulated significant experience in the financial services industry, beginning her career as an Office Assistant at Ameriprise Financial from 2005 to 2007. She then served as a Paraplanner at Ameriprise Financial for ten years, from 2007 to 2017, before becoming a Financial Advisor at the same firm until 2021. She holds a California Insurance License and applies her expertise to support clients in managing their financial planning needs.

Matthew Di Filippo is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 66 license, with 12 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. in 2026, he worked at Edward Jones from 2014 to 2026. Outside of his advisory work, he is associated with a retail business on eBay, involving household items and apparel. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a combination of advisory programs and specialized consulting services.

Tiffany Kellner is a financial advisor with UBS Financial Services in Dayton, Ohio, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with UBS since 2000. In addition to her advisory role, she serves as an instructor at the University of Dayton and is a member of the Board of Trustees for the Gala of Hope, a nonprofit focused on raising funds for cancer patients in Dayton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.