John Campbell II is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Cambridge Investment Research Advisors and its affiliates since 2011 and previously was with CUNA Brokerage Services for eight years. Outside of his advisory role, he is a partner in an independent insurance agency and owns a client document organization service called Campbell Financial Concierge. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and custodians. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Ronald Rosenbeck is a financial advisor with J.P. Morgan Securities in Kettering, Ohio, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services and has held roles at JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he is a board member of Car Tune USA Inc., a commercial real estate company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a specialized Wealth Advisor program focused on asset allocation advice, investment manager searches, and customized performance reporting.

David Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory services, Hall is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Michael Federle is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to build customized investing and financial planning strategies that align with their goals, utilizing Fidelity's resources to create efficient and effective financial plans. Michael's prior experience includes serving as a Financial Consultant at Charles Schwab from 2017 to 2025, a Branch Manager at Scottrade from 2016 to 2017, and an Investment Advisor at Fidelity Investments between 2013 and 2015. This background has provided him with a broad perspective on investment management and client service. Outside of his professional responsibilities, Michael enjoys boating, fishing, fitness, football, golf, and traveling.

Neil Nehring is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Nehring serves as co-chair of the Tipp City Rotary Club Service and is a trustee of the Nehring Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Derrick Petry is a CFA® charterholder currently with LPL Financial, bringing 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 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, third-party asset management, and institutional platforms.

James Priest is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Natcity Investments, and Fidelity before joining Cetera in 2013. Outside of his advisory role, he serves as a power of attorney for an immediate family member. Cetera Investment Advisers LLC is an SEC-registered firm supporting a broad clientele, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Robert Schaefer is a financial advisor with Mass Mutual Investors Services in Dayton, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following an 11-year tenure at METLIFE Securities Inc. Outside of his advisory role, he is also an insurance agent specializing in individual life, disability, long-term care, and fixed annuity products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved tools and also conducts educational seminars, with a focus on ongoing client relationships.

Stacia Kerlin Welch is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 29 years of industry experience. She has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Ann Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Wright-Patt Credit Union, Fifth Third Securities, Chase Investment Services Corp., and UBS Financial 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Hahn is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wright-Patt Credit Union, CUSO Financial Services, LLC, Freeman Heyne Toma, LLC, and Cetera Advisors LLC. He is involved with WPCU Retirement Solutions, a business related to his LPL activities. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 CFP® with 10 years of experience in the financial services industry, currently with LPL Financial. His prior roles include positions at PNC Investments, CUSO Financial Services, and Wright-Patt Credit Union. He is also involved with Federal Retirement Readiness Associates LLC, a non-investment related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives across a broad range of strategies.

Jason Hallmark is a CFP® professional at OSAIC with 18 years of industry experience. He has previously worked at Northwestern Mutual and Securities America Advisors. Outside of his advisory role, Hallmark is also involved in creating art and photography. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Jeffery Boland is a financial advisor at Edward Jones in Englewood, Ohio, holding a Series 63 designation with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust offerings and securities-based lending.

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.

Mark Waltersheide is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Lawrence Pohl is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he serves as an office manager for a regional vice president and is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven investment strategies and third-party asset managers.

Dennis Eck is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations 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 from 1981 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Gregory Flick is a Series 66-licensed financial advisor with LPL Financial, based in Dayton, OH, and has 12 years of industry experience. Prior to joining LPL Financial in 2025, he spent over a decade with Wright-Patt Credit Union and Cuso Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.