Mark Stephenson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent 15 years at Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory role, he owns Stephenson Artography, a freelance photography and editing business, and is a partner in Stephenson & Little LLC, which conducts banking and leasing activities for Sterling Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Hanna is a financial advisor with Ameriprise in Springfield, OH, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Ameriprise and its related entities since 1988. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions typical of an institutional firm.

Jakob Cox is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities 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 in its recommendations.

Derrick Petry is a CFA® charterholder affiliated with LPL Financial and has over 26 years of industry experience. He previously worked at Fifth Third Bank from 1999 to 2025 before joining LPL Financial in 2026. 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, and brokerage services with both discretionary and non-discretionary management options.

Ann Wilson is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fifth Third Securities and CUSO Financial Services, LP. Outside of her advisory role, she is involved with WPCU Retirement Solutions affiliated with LPL and has a real estate rental business with a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

David Hahn is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wright-Patt Credit Union, CUSO Financial Services, Freeman Heyne Toma, LLC, and Cetera Advisors LLC. In addition to his advisory work, he is involved with WPCU Retirement Solutions, a related business entity. 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, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Krizner is a financial advisor with LPL Financial in Springfield, OH, holding the ChFC® and Series 63 designations and possessing 37 years of industry experience. Prior to joining LPL Financial in 2022, he spent 23 years at Cadaret, Grant & Co., Inc. He is also an insurance agent specializing in health, disability, and long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Caitlin Pelzer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked at The Cinday Academy and Charyl Stockwell Academy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction, with oversight for affiliated and unaffiliated sub-advisers.

Kaleb Baker is a Certified Financial Planner™ professional with 10 years of industry experience. He is currently with LPL Financial and has prior experience at firms including PNC Investments and Wright-Patt Credit Union. He is also involved with Federal Retirement Readiness Associates LLC, a non-investment-related business. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Kristine Lewis is a financial advisor with Ameriprise in Springfield, OH, holding 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Hallmark is a CFP® professional with 17 years of industry experience, currently advising clients at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Northwestern Mutual Wealth Management. Outside of financial advising, he is engaged in creating art and photography. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services that utilize asset-allocation tools and third-party managed-account solutions.

Geneva Beard is a financial advisor with Primerica Advisors in Centerville, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995 and has been involved with Graceworks since 2014. In addition to her advisory role, she participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Benjamin Marcum is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he served as head defensive coach for SOUL Lacrosse LLC and has experience coaching at Springboro High School. Outside of finance, he has been involved in lacrosse coaching and youth sports activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dennis Eck is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. for over four decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products, operating an integrated platform that combines advisory programs with active sales of financial products and lending services.

Gregory Jedding is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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, distribution, and investment management capabilities.

Ryan Khosla is a financial advisor at Morgan Stanley in Beavercreek, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Centerville City Schools and attended DePauw University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process utilizing firm-approved tools and offers various investment and planning solutions through its extensive platform.

Nicholette Thiesing is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund-of-funds structures, and advisory roles to multiple registered investment companies.

Amy Allen is a financial advisor with Edward Jones in Beavercreek, OH. She holds a Series 66 designation and has been with Edward Jones since 2023. Prior to joining the firm, she worked in various roles including as a life coach and at Leidos, as well as at The University of Dayton Research Institute for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Robert Fortman II is a Series 66 licensed financial advisor with Edward Jones, based in Dayton, OH. He has 11 years of industry experience 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Brandon Fourman is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Centerville, OH. Prior to joining LPL Financial in 2020, he worked at Westminster Financial Securities, Inc. for one year and has experience outside finance with a four-year tenure at Olive Garden. He also spent five years at Wright State University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services with both discretionary and non-discretionary management options.