Yuh Chen Yu is a financial advisor at Edward Jones in Kettering, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Yu worked at Door Dash and PNC Bank, and has been involved with CBY LLC since 2017. Outside of advisory services, Yu participates in rental property management through involvement with CBY Investments LLC and Cotton Bailey Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a significant national presence, maintaining approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Matthew Miller is a financial advisor at Cetera with 14 years of industry experience. He holds the CFP® and Series 66 designations. Miller has worked with Cetera Wealth Services, LLC since 2013 and operates Miller Financial Advisors and Harlan Miller and Associates, both financial services businesses. He also holds a license to sell fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.

Luke Neff is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2025 and previously spent ten years with CUSO Financial Services and eleven years with Day Air Credit Union. He is also involved with Day Air Wealth Management Group. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting.

James Kirkland is a Series 66 credentialed financial advisor with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also affiliated with Cambridge Investment Research, Inc. since 2003. Outside of his advisory work, he has acted as an independent insurance agent for various companies. 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 through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Tonya Albright is a financial advisor with Primerica Advisors in Centerville, OH, holding 19 years of industry experience. She has worked with Primerica Financial Services since 2005 and PFS Investments Inc. since 2006. Outside of her advisory roles, she owns The Master's Reflection Salon & Gifts and Albright Enterprise LLC. 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 curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap fee structure.

Angela Kirkland is a financial advisor with Cambridge Investment Research Advisors in Centerville, OH, holding a Series 63 designation and 16 years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and has worked with Cambridge Investment Research, Inc. since 2009. Outside of her advisory role, she is a notary and serves as an independent insurance agent. 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 through a network of independent professionals, utilizing proprietary model strategies as well as third-party managers across multiple platform arrangements.

Jane Vesoulis is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She collaborates with families and individuals to organize assets and develop comprehensive financial plans. Jane emphasizes building trusted relationships over time, adapting investment strategies in response to evolving priorities, legislation, markets, and technology. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2015 to 2018, Financial Adviser at JP Morgan Chase from 2013 to 2015, Financial Adviser at National Bank and Trust Co from 2012 to 2013, and Vice President at The Fifth Third Bank from 1988 to 2011.

Ryan Beach is a financial advisor at Edward Jones in Xenia, Ohio, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Beard is a financial advisor at Edward Jones in Beavercreek, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 supported by a large network of financial advisors and branch offices.

Jorden Rhodes is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Prior to joining Edward Jones in 2026, Rhodes worked at Morgan Stanley, Merrill, Wells Fargo Clearing Services, and Fidelity Brokerage Services. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Heidi Bringhurst is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and has been associated with Cambridge Investment Research, Inc. and Preferred Planning Associates since the early 2000s. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing both proprietary and third-party strategies across multiple platform arrangements.

Christopher Wells is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. from 2010 to 2018. Outside of his advisory role, he is involved with Wallace & Turner, Inc. in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory and brokerage services, featuring both discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

Collin Crowe is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jeff Wyler Automotive Family from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

James Ghory Jr. is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Ghory serves on the investment committee for Catholic Social Services of the Miami Valley, a community organization focused on disaster relief and humanitarian aid. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and a range of investment services managed through firm-approved tools and analysis.

Carson Zimmer is a financial advisor with LPL Financial in Kettering, Ohio, holding a Series 66 license and six years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and the University of Dayton. He is also involved with DayAir Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jerald Butts is a financial advisor with LPL Financial in Beavercreek, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at LPL Financial in various capacities since 2009, with prior experience at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he operates 3 Point Wealth Strategies, an investment-related business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Mark Koogler II is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of around 23,701 advisors and 15,121 branch offices. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Emily Moore is a Planning Consultant at Fidelity Investments, where she has been serving since 2021. In her role, she works directly on clients' wealth management teams and collaborates with Financial Consultants to address various financial needs, including the development and analysis of financial plans. She partners with clients to understand their goals, values, and financial objectives. Emily has accumulated significant experience in the financial services industry, beginning her career as an Office Assistant at Ameriprise Financial from 2005 to 2007. She then served as a Paraplanner at Ameriprise Financial for ten years, from 2007 to 2017, before becoming a Financial Advisor at the same firm until 2021. She holds a California Insurance License and applies her expertise to support clients in managing their financial planning needs.

Matthew Di Filippo is a ChFC® credentialed financial advisor with 12 years of experience at Edward Jones, where he has worked since 2014. Prior to his financial advisory career, he was associated with an eBay retail business based in Centerville, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Tiffany Kellner is a financial advisor with UBS Financial Services in Dayton, Ohio, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with UBS since 2000. In addition to her advisory role, she serves as an instructor at the University of Dayton and is a member of the Board of Trustees for the Gala of Hope, a nonprofit focused on raising funds for cancer patients in Dayton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.