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.

Adam Kim is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes ten years at KeyBank followed by his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, offering specialized expertise including futures and security-based swap capabilities.

Gregory Rhodes is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1997. 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 under management through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Darrin Polomsky is a financial advisor with Ameriprise Financial Services, LLC in Dayton, OH, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Seth Winkle is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Centerville, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Amanda Loebrich is a financial advisor with J.P. Morgan Securities in Dayton, Ohio. She holds a Series 66 designation and has 27 years of industry experience, including her ongoing tenure at JPMorgan Chase Bank since 1999. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates both quantitative and qualitative research, with an emphasis on compliance and a range of investment strategies, including ESG considerations.

Jakob Cox is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding Series 66 and Series 63 licenses and having five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

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.

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.