Shannon Wilkin is a financial advisor with LPL Financial in Dayton, Ohio, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to joining LPL in 2021, Wilkin worked at key Investment Services from 2012 to 2021 and has experience with Waddell & Reed and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning and advisory programs supported by research and multiple portfolio management options.

Barbara Rac is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. She focuses on partnering with clients to help them define their financial vision and develop personalized plans to work toward their financial goals. Barbara has accumulated extensive experience in the financial services industry, having held roles as a Financial Planner at Prudential Advisors from 2017 to 2019, a Financial Advisor at Prudential Life Insurance Company of America from 2013 to 2017, and a Financial Representative at Prudential Life Insurance Company of America from 2010 to 2013.

John Woeste is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 23 years at Stifel Independent Advisors, LLC. Outside of his advisory role, he is involved in writing books, screenplays, theatrical shows, and board games. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing a variety of asset-allocation tools and access to third-party money managers and wrap programs.

Dara Demaree is a financial advisor with Osaic Wealth, Inc. in Centerville, Ohio, holding Series 63 and Series 65 credentials and 22 years of industry experience. He was previously affiliated with Sagepoint Financial, Inc. for 14 years and also has longstanding involvement in the insurance industry through his own Demaree Financial Group, where he sells and services life and long-term care insurance. Additionally, he is a commissioned notary. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple advisory platforms.

Robert Newsock is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held previous positions at Merrill and Bank of America, and has been with Morgan Stanley and its Private Bank since 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and methodologies.

Arthur Coates is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Finish Line and Greater Dayton Job Training. His current roles include positions at both J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund recommendations.

Jillian Milano is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation. She has been with Ameriprise since 2021 and previously worked in educational roles at Oakland University, Wright State University, and Carroll High School. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized retirement income advice within a large institutional framework.

Jeffrey Reboulet is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also has experience with Accounting A La Carte. Outside of his advisory role, he is involved in sports-related activities, including ownership and coordination of baseball and softball camps, clinics, and tournaments through several entities such as Midwest Sports Performance LLC and REB Baseball, LLC. He is also a co-author of a book and website related to baseball. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party money managers across various program structures.

Ronald Jones is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, NA beginning in 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services through a select group of Wealth Advisors on a non-discretionary basis.

Dustin Kohler is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at J.P. Morgan Securities and OneMain Financial Services. Outside of his advisory work, he is involved in managing a rental property business through KelKohl LLC. 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 strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

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.

Stephanie Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, she spent 13 years at J.P. Morgan Securities and also operated Ohio Cleaning and Detailing for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Kenji Williams is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 designations. Williams has worked at several firms including Lincoln Financial Advisors, TD Ameritrade, and Scottrade before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Darrel Bender is a financial advisor with Equitable Advisors in Centerville, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a finance team member of American Caribbean Experience and operates Miami Valley Financial Services as a sole proprietor. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management access through various third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored through a structured client intake process.

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 at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Ross, Raising Canes, Wright State University, and Wright Patt Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registered investment company advisory activities and use of AI in research.

Gretchen Matlock is a financial advisor at Edward Jones with five years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JP Morgan Chase and Capital One. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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.