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.

Eric Klaes is a financial advisor with Charles Schwab in Vandalia, Ohio, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked within several Charles Schwab entities since 2014, including Schwab Private Client Investment Advisors and multiple Schwab bank affiliates. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Jordan Foreman is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked in education at Northeastern Local School District and had positions in communications and retail. He is involved in business ownership outside the industry as a member of WTJA Properties LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed planning and recommendations focused on sustainable income and tax-aware withdrawal strategies for clients nearing or in retirement.

John Sagraves is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with LPL Financial since 2025 and concurrently works at Wright-Patt 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Zachary Rapp is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and is also affiliated with Jon Coomer. Outside of his advisory roles, he serves as Treasurer for the Tecumseh Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

James Wasinger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Wyler Automotive for five years. Outside of his advisory role, he owns a coaching business focused on image coaching. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Justin Fairchild is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity, he worked as an Associate at Black Bull Capital Partners in 2020. In his role, Justin collaborates with clients to develop comprehensive financial plans aimed at helping them pursue their goals with confidence. He focuses on wealth planning and assists families in addressing risks that can affect their financial strategies. As a husband and father of two, he brings an understanding of life's complexities to his work. Outside of his professional responsibilities, Justin has interests in comedy, fitness, golf, outdoor adventures, parenthood, and traveling.

Kevin Banks is a financial advisor with LPL Financial in Springfield, OH, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wright-Patt Credit Union, W & S Brokerage Services, Western Southern Life, and Fidelity Investments. He is also a commissioned notary. Kevin is affiliated with LPL Financial, a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Terrence Geary is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sanctuary Advisors LLC, Monere Investments, Inc., and Alt Fund Distributors LLC. Outside of his advisory role, he is the founder and executive director of Just One Dash, a volunteer-run nonprofit supporting families in East Garfield Park, Chicago. 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 financial planning services and personalized investment recommendations supported by proprietary research and planning tools.

Pamela Campbell is a Series 65-licensed financial advisor with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2011. In addition to her financial advisory role, she has owned and operated a hair design business for over 35 years and has worked as a substitute teacher for the Clark County Educational Service Center. She is also involved in retail through ownership of AveryCampbell Children's Boutique. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies tailored to client objectives.