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 in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo entities since 2013. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 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 Flick is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at Wright-Patt Credit Union and Cuso Financial Services, LP. 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 with various management approaches and access to research and model portfolios.

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.

Tanyike Freeman Smith is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and with 11 years of industry experience. She has been with Primerica Advisors since 2015 and was previously associated with Primerica Financial Services starting in 2014. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program for individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

William Shufflebarger is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He has worked with OSAIC since 2018 and previously spent three years at Signator Investors, Inc. Additionally, he operates Signature Financial Group, LLC, where he conducts investment and insurance business. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct tailored portfolios across various investment types.

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.

Scott Young is a financial advisor at Edward Jones in Dayton, Ohio, holding a Series 66 designation with 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and trust services.

Nathan Saner is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at PNC Investments LLC, PNC Bank, Montgomery Insurance & Investments, and Wright State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals, employing various portfolio management and model-based solutions tailored to client objectives.

Jason Moore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James, he worked at National Wealth Management Group and LPL Financial. Outside of his advisory role, he is involved with Centerville Crossfit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor recommendations and supports both advisory programs and institutional consulting across a broad advisor network.

Kent Montgomery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He previously worked at The Ohlmann Group for three years before joining Cambridge in 2019. Outside of his advisory role, Montgomery is active as a guitarist and vocalist in multiple music groups based in the Dayton, Ohio area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charities, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management options that include proprietary models and third-party strategies.

Phillip Kozen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMORGAN Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Austria is a financial advisor with Ameriprise in Beavercreek, Ohio, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Deloitte & Touche, LLP and has experience in diverse roles including at Kings Island and Miami University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

William Leonard is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing a family home restoration business through Leonard Homes. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Matthew Parks is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities, JPMorgan Chase Bank, and PNC Investments. 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 financial planning, advisory programs, retirement plan consulting, 529 account management, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Schmale is a CFP® and Series 66 holder with eight years of experience in the financial services industry. He has been with Edward Jones since 2017 and previously worked for GM Financial from 2010 to 2017. 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. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.