Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with organizations including Wright-Patt Credit Union, CUSO Financial Services, and Nationwide. 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 advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Kaitlyn Stuckert is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill from 2018 to 2023. Outside of her advisory career, she has been involved with community-focused organizations such as the Mid-Ohio Foodbank and the Wilmington-Clinton County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edward Wood is a financial advisor with Mass Mutual Investors Services in Dayton, OH, holding 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 11 years at MetLife Securities. Wood is also licensed as an individual life insurance agent. Mass Mutual Investors Services 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’s approach includes collaborative annual planning engagements using advanced analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Daniel Griffith is a CFP®-designated financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating programs and monitoring athlete progress. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, high-net-worth individuals, pensions, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to build tailored portfolios.

Jose Rodriguez is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining OSAIC in 2024, he worked for 15 years at Securities America Advisors, Inc. and Securities America, Inc. He is president of Rodriguez Financial Strategies, LLC, which offers fixed insurance products, and serves on the advisory board of Creek Technologies. Additionally, he is a paid speaker on financial planning and Hispanic cultural topics. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs a range of asset-allocation tools and offers integrated brokerage and advisory services through a large network of affiliated advisors.

Philip Gallagher is a financial advisor with LPL Financial in Centerville, OH, holding Series 65 and Series 66 credentials and 20 years of industry experience. He previously worked at ValMark Advisers, Inc. and Valmark Securities, Inc. He operates a business entity related to his advisory activities. 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, offering a range of advisory programs, financial planning, retirement plan consulting, and brokerage services.

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 credentials and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jeffrey Hochwalt is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been affiliated with Cambridge Investment Research since 2008. Outside of advising, he owns a photography business and operates Financial Resource Partners LLC, which encompasses college planning and other financial services. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a network of independent professionals and provides both proprietary and third-party investment strategies tailored to client objectives across multiple platform arrangements.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has worked within various divisions of J.P. Morgan since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Forest Moses is a CFP® professional affiliated with OSAIC in Dayton, Ohio, with 40 years of industry experience. He has worked at FSC Securities Corporation for 32 years and has been involved with Smith, Moses & Co., LLC for 35 years. Outside of his advisory roles, he is associated with SGM Agency, Inc., which recommends fixed annuities, term life insurance, and long-term care products. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Dylan Cunningham is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at Empower from 2022 to 2025 and held various positions in hospitality and staffing between 2016 and 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Ryan Lavielle is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses, with 21 years of industry experience. His prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, and WesBanco Securities. He is also the owner of Bella Visione LLC, a home-based business unrelated to investment activities. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches with access to model portfolios and research.

Richard Tuvell is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 16 years of industry experience. He has been associated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory activities, he receives compensation for referrals related to home security and automation products, as well as loan product sales through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Samuel Taylor is a financial advisor with LPL Financial in Centerville, OH, holding a Series 66 license and three years of industry experience. His prior roles include positions at PNC Bank, PNC Investments, Wright-Patt Credit Union, and CUSO Financial Services. He is also involved in a retirement solutions business affiliated with LPL Financial. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technology-driven strategies.

Douglas Cline is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the boards of the Dayton Habitat for Humanity and the Dayton Chamber of Commerce, and is a city council member and deputy mayor of Centerville, Ohio. Additionally, he is involved with the Grandview Foundation’s finance committee and other local community organizations. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, employing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial services.

Zachary Winning is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Meeder Investment Management, and Ultimus Fund entities. Outside of finance, he is the sole proprietor of Winning Property Solutions, a business focused on purchasing and rehabilitating distressed real estate for resale. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach involves structured discovery conversations and firm-approved planning tools, supporting clients with diverse investment and estate planning needs.

Sara Smith is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with 27 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. and Universal 1 Financial Advisory Group for 12 years each before joining Edward Jones in 2019. Outside of her advisory role, she has worked in retail as a cashier and floor associate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Paul Miller is a financial advisor with Osaic Wealth, Inc. based in Centerville, Ohio. He holds a Series 63 designation and has 33 years of industry experience. His prior work includes roles at Royal Alliance Associates and Sterne Agee. Outside of his advisory work, he serves as a board member of the Tawasi Men's Lunch Group, which focuses on organizing speakers and activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing various asset allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.