Wanda Long is a financial advisor at Primerica Advisors in Dayton, Ohio, with six years of industry experience. She has worked at Primerica Advisors since 2019 and previously spent over two decades at Premier Health. Outside of her advisory role, Long serves as president of T&W General Services, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Daniel Cline is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at Nuveen Securities, LLC, Virtus Investment Partners, and VP Distributors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes advisory services that do not include individual security recommendations as part of standalone planning.

Nicholas Kavalauskas is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked with Primerica Financial Services since 2022 and is involved with the Vandalia Butler Chamber of Commerce. Prior to his financial services career, he spent 16 years in professional sports catering. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Tyler Tucker is a financial advisor with Mass Mutual Investors Services based in Springfield, OH. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, Tyler worked at Skylight Financial Group and has a background that includes time at Topgolf and Ohio University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships.

Stephanie Anderson is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with LPL Financial, having joined in 2025, and previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. Outside of her advisory role, she was involved with Ohio Cleaning And Detailing for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment strategies.

Angela Katampe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and Thrivent Financial. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Sidney Wyatt is a financial advisor with Fidelity Investments in Beavercreek, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments, Ross, Raising Canes, Wright State University, and Wright Patt Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gretchen Matlock is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase and Capital One. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Harlan Miller is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 53 years of industry experience. He has worked at firms including Regency Financial, LLC and General American Life, and currently operates Miller Financial Advisors. Outside of his advisory work, Miller serves on the boards of a condominium association and a local lunch club, and is involved in a life settlement business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Frazier is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 26 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Eric Murray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously spent 26 years with Concourse Financial Group Securities Inc. Murray is also the owner of Moneywise Inc, a financial planning business established in 1999, and serves on the board of the Greene Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Kailee Hiss is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at FSC Securities and has been involved with Smith, Moses & Cozad, LLC since 2020, where she holds a role that includes meeting preparation, research, and client paperwork. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Shana Sellers Mcelroy is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2009, with prior experience at Nationwide Investment Services Corporation and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Wright-Patt Credit Union and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 at Mass Mutual Investors Services with 38 years of industry experience. His career includes roles at Metlife Securities, MSI Financial Services, MetLife Investment Fund Services, and Valic Financial Advisors. He also maintains an individual life insurance agent role with Metlife/Brighthouse. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved analytical tools to deliver tailored recommendations.

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, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has been with LPL Financial since 2018 and previously worked at ValMark Advisers, Inc. and ValMark Securities, Inc., as well as New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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.