Samantha Beach is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Theophanis Pericleous is a financial advisor with Ameriprise in Springboro, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in capital investment and owns a restaurant in Dayton, Ohio. Ameriprise offers retirement-income planning services for clients typically with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions.

Anthony Gentry is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory and brokerage services.

Steven Ball is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Osaic in 2017, he worked at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments. He is also co-president of ABS Financial Group, Inc., which provides financial services including life and disability insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and managed accounts across multiple investment platforms.

Seth Boehmer is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at UBS Financial Services, TransAmerica, and Bank of America, among others. Outside of finance, Boehmer has been involved with Skeleton Sports. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

James Mayeux is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 certifications and has worked previously at Morgan Stanley and Citigroup Global Markets. Mayeux has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Derek Vance is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Outside of his advisory role, he owns and operates Vance's Gaited Acres, a horse boarding business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 products.

Luke Williamson is a financial advisor with Raymond James Financial in Dayton, OH, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has worked at various branches of Raymond James since 2023 and has additional work history outside the financial industry, including positions at Crunch Fitness and Fresh Paint Designs. Williamson also operates Williamson Wealth Advisors as an independent contractor, providing client service and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting aligned with client goals and supports a range of advisory programs and institutional consulting services.

Adam Pfaff is a financial advisor with Ameriprise in Beavercreek Township, Ohio, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a partner in Lowe & Pfaff Associates LLC, which manages Ameriprise business expenses. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Cledis Beard is a financial advisor with Primerica Advisors in Centerville, OH, holding 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Eric Saddler is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, wealth management, and legacy planning, with additional focus areas including college education planning, socially responsible and ESG investing, tax minimization, and retirement income. Eric employs a holistic planning approach, engaging clients with thorough questioning to identify optimal financial strategies tailored to their individual needs. With nearly 30 years of experience, Eric's mission is to provide clear, personalized financial advice that fosters confidence and security in retirement. He holds a Bachelor's Degree from Miami University and is recognized as a Personal Investment Advisor (PIA). Outside of his professional role, Eric enjoys cooking, football, golfing, and spending time with his family.

Richard Burkes is a financial advisor with Primerica Advisors in Centerville, OH, holding a Series 66 designation and 25 years of industry experience. He has worked with Primerica Advisors since 2018 and previously held roles at Stratos Wealth Partners and LPL Financial. Outside of advisory services, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

Carson Cook is a financial advisor with Raymond James & Associates in Centerville, Ohio. He holds Series 63 and Series 66 credentials and has one year of industry experience. Prior to joining Raymond James, he worked for LexisNexis for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional clients, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Christopher Wysong is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he serves as treasurer for several local organizations, including the Library Levy Campaign, Heart of Centerville and Washington Township, and the Centerville-Washington Foundation, and participates on the Washington Centerville Public Library Financial Advisory Committee. Ameriprise provides retirement-income planning services targeted to individuals nearing or in retirement, typically with at least $1 million in investable assets. The firm combines research and modeling with tax-efficient strategies to create personalized, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Darrin Bollenbacher is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and LCNB National Bank. 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 institutional platforms, supported by extensive resources and a large network of advisors.

Paul Robbins is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2010. His current role at Fidelity Investments began in 2025 following seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a systematic investment process incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in its strategies.

Shelby Lake is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates and Sterne Agee. Lake is also co-president of ABS Financial Group, Inc., a firm providing life, disability, and long-term care insurance services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services with diverse portfolio construction tools and access to third-party money managers.

Lauren Davies is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to this, she was employed at MaidPro from 2015 to 2019. Outside of her advisory role, she is an employee assistant at RANDIN LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shannon Wilkin is a financial advisor with LPL Financial in Dayton, Ohio, holding Series 63 and Series 66 registrations and having 22 years of industry experience. His prior work includes roles at John Milo, Waddell & Reed, Inc., and Key Investment Services. 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.

John Woeste is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 23 years at Stifel Independent Advisors, LLC. Outside of his advisory role, he is involved in writing books, screenplays, theatrical shows, and board games. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing a variety of asset-allocation tools and access to third-party money managers and wrap programs.