Thomas Bidwell is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves as an adjunct instructor at the University of Dayton. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized investment and advisory services.

Brian Dannemiller is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at UBS Financial Services and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market scenario modeling.

Bradley Fahncke is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he was involved with Epoxy Hub, a sales and distribution business, from 2019 to 2022, and previously worked at GFC Concrete Coatings for 15 years. He continues to maintain a business relationship with Epoxy Hub as an owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Travis Carnes is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, NA since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joseph Elam is a financial advisor with Primerica Advisors in Centerville, OH, holding 25 years of industry experience. He has been with Primerica Advisors since 2000 and was previously affiliated with Dayton Progress for 37 years. Outside of his advisory role, Elam owns Ultstar, LLC, a non-investment related business based in Franklin, OH. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, maintaining oversight of its investment models and trading implementation.

Karn Singh is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Wellness 1 Pharmacy and has involvement in distribution and clinical laboratory businesses. Singh supports communication between clients and a clinical lab as part of his outside activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Otto is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory work, he owns Javajig, LLC, a coffee processing business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers various investment solutions including wrap programs and private funds.

Walter Roderer III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 10 years of experience in the financial services industry, providing expertise in areas such as college education planning, family wealth management strategies, executive compensation, employee financial health, retirement income, and portfolio management services. Walter holds a Bachelor's Degree in Business Administration from The Ohio State University. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is involved in his local church and spends time pursuing personal interests such as baseball, cooking, football, golfing, music, reading, running marathons, skiing, spending time with his family, and yoga.

Charles Demaree is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he owns and operates Demaree Financial Group, providing insurance services, and serves as president of Ripley Publishing, a family-owned newspaper company. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, utilizing asset-allocation tools and a variety of investment products to tailor portfolios according to client risk tolerance and preferences.

Brendan Cunningham is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Candace Walker is a financial advisor at UBS Financial Services with 21 years of experience in the industry. She holds a Series 66 designation and has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and research resources.

Anthony Del Ghingaro is a financial advisor with LPL Financial in Dayton, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for two years and has experience in the materials and investment sectors with Freudenberg Performance Materials LLC and Trireme Holdings LLC. Outside of his advisory role, he is involved with The Genesi Co, a real estate rental business. 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 financial planning, portfolio management, and institutional platforms, leveraging both proprietary research and third-party strategies.

William Criner is a financial advisor with Primerica Advisors in Springfield, OH, holding a Series 63 designation and 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Liss is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Mark Burton is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group. Burton serves on the Board of Directors of the Kiwanis Club of Dayton and participates in investment-related committees at Be Hope Church and United Theological Seminary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware strategies through its Premier Retirement Income service.

Jerry Henderson is a financial advisor with Primerica Advisors in Centerville, OH, holding 11 years of industry experience. He has worked with Primerica Advisors, Greenbriar, and Primerica Financial Services since 2015. In addition to his advisory role, he is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third parties and operates at scale with thousands of advisors and billions in assets under management.

Alexandros Pericleous is a financial advisor with Ameriprise in Lebanon, Ohio, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2020, following roles at Wright State University and Sinclair College. Outside of his advisory work, he is involved with Randin LLC in a client service capacity. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brandy Risheill is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she teaches a course on Financial Strategies for Successful Retirement at the University of Dayton and instructs on the Financial Aspects of Divorce and Estate Settlements at the Christian Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering fee-based financial planning, portfolio management, and access to proprietary research.

Alexander Hall is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has worked at Fidelity Investments since 2020 and previously held roles with Speedway and Bear Paddle Swim School. Outside of his advisory work, Hall is an independent contractor for Amazon Flex, delivering Amazon Fresh and same-day orders in Hamilton, Ohio. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Christopher Kowal is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been associated with Merrill Lynch since 2007 and Bank of America since 2009. Outside of his advisory role, he serves on the City of Kettering, Ohio's Strategic Plan Steering Committee, providing input on the city’s comprehensive plan development. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.