Daniel Fellers is a financial advisor with Cambridge Investment Research Advisors, holding over 40 years of industry experience. He has held roles at Cambridge Investment Research, Inc., INVEST Financial Corp., Southeast Investments, N.C. Inc., and has operated Fellers Financial Concepts since 1978. He serves as a board member of the Kairos Prison Ministry. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under its Founders Gate Capital brand.

Ralph Gamberdella is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and nearly 40 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His prior work includes positions at Summit Funding Inc., Wholesale Capital Corp., and Lighthouse Electrical, LLC. Outside of advisory activities, he is involved in sales of home security and automation products through part-time referrals to affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors. The firm uses model-driven investment strategies delivered by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing largely on individual investors rather than institutional clients.

Gary Scott is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. His career includes prior roles at E*TRADE Securities, Woodbury Financial Services, and various other firms. He is also involved with Upstream Tax Partners as an associate focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Todd Nuss is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Austria is a financial advisor with Ameriprise in Beavercreek, Ohio, holding a Series 63 license and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1987. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides specialized, tax-aware retirement planning and ongoing advice through a collaborative process between a centralized team and the client’s advisor.

John Anderson is a financial advisor with Raymond James Financial in Dayton, OH, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Riegel Financial and Raymond James Financial Services, Inc. Since 1998, he has also been active as a freelance musician performing with regional orchestras and churches. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client decision-making.

Heather Daum is a financial advisor with Edward Jones in Xenia, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Kettering Health Network and spent 16 years at Premier Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matt Hubbard is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to understand their short and long-term financial goals and assists them in creating unique financial plans tailored to their personal concerns. Matt has accumulated extensive experience in the financial industry through various roles at Fidelity Investments. His career path includes positions as an Investment Consultant (2021-2022), Workplace Planning Associate (2020-2021), Retirement Solutions Representative (2014-2016), Investment Solutions Representative (2013-2014), and High Opportunity Full Trader (2012-2013). He leverages his years of industry experience and educational background, alongside his team, to support clients in their financial planning process.

Mark Owens is a Series 66-registered advisor with Thrivent Investment Management in Beavercreek, Ohio. He has been with Thrivent and its affiliated entities since 2026, following a decade at Cedarville University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning and offers clients the option to combine planning with managed-account services while keeping them distinct.

James Lee is a financial advisor with LPL Financial in Xenia, Ohio, holding a Series 66 designation and four years of industry experience. His career includes roles at Wright-Patt Credit Union and CUSO Financial Services, LP. He is also involved with WPCU Retirement Solutions, a DBA for his LPL business. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Dennis Shaw is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities, Inc. and Fifth Third Bancorp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Grace Mcdaniel is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as various positions in the hospitality and retail sectors. She has been involved with educational institutions such as the University of Dayton and local schools over several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Michael Reed is a financial advisor at Edward Jones in Xenia, Ohio, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Reed is involved in officiating high school and small college basketball, football, and baseball games in the Xenia area. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors while offering various advisory strategies and affiliated investment products.

Ryan Baker is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Ryan worked as a Financial Representative at PNC Bank and Primerica. Throughout his career, Ryan has focused on providing financial guidance centered on clients' personal and professional goals. He emphasizes a process and business philosophy that align with Fidelity's brand, ethics, and access. Outside of his professional work, Ryan has interests in fitness, food, football, golf, painting, and parenthood.

Carla Buxa is a financial advisor with Primerica Advisors in Fairborn, OH, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with Primerica Financial Services and PFS Investments, Inc. since the late 1990s. Outside of her advisory role, she is involved with St. Brigid Catholic Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Smith is a CFP® professional with 39 years of experience in the financial services industry. He has worked at FSC Securities Corporation for 31 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates an insurance agency and is involved in managing trusts and family business entities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and offers both discretionary and advisor-managed strategies across multiple platforms.

Hunter Collins is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to develop personalized financial plans aimed at helping clients reach their retirement goals. Hunter encourages prospective clients to schedule meetings to explore how Fidelity's team can support their financial objectives. Prior to his current position, Hunter held roles at Fidelity Investments including Investment Consultant in 2025-2026, Relationship Manager in 2024-2025, and Workplace Planning Consultant in 2023-2024. His experience spans various facets of financial consulting and client relationship management within Fidelity. Outside of his professional responsibilities, Hunter engages in personal interests such as family activities, fitness, food-related pursuits, social events with friends, golf, and motorcycles.

Jonathan Richard is a financial advisor with LPL Financial and holds a Series 65 credential. He has 23 years of industry experience and has held roles at firms including VALIC Financial Advisors and Transamerica Financial Advisors. In addition to his financial advisory work, he serves as a public defender in Shelby County, Ohio, and is a board member of Mercy Mission House, a homeless shelter. LPL Financial is 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 customized strategies.

Marcus Woodard is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Millennium Enterprises, U.S. Bancorp Investments, U.S. Bank, FIFTH THIRD BANK, and a brief tenure at DoorDash. Outside of financial services, Woodard works as a sports referee for basketball, baseball, softball, and football. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Jessica Keys is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at Wright Patt Credit Union since 2005 and was affiliated with Cuso Financial Services, LP for 20 years. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.