Connor Cline is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at LPL Enterprise, The Prudential Insurance Company of America, and World Financial Group Insurance Agency. Outside of finance, he has experience at Five Sushi Brothers and Noodles and Company. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs, utilizing proprietary and third-party investment models.

Michael Amstutz is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, all with First Command entities since 2007. He is the owner of Mike Amstutz Financial Services LLC, a non-investment-related business structured as an S corporation. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Cardwell is a financial advisor with Eagle Strategies (NY Life) based in Centerville, OH. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Cardwell has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1997 and is involved in several business activities, including serving as vice president and secretary on the board of directors for Competitive Edge Athletics, Inc., and holding board member positions with multiple condominium associations. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial majority of assets on a non-discretionary basis, working with individual investors as well as institutional and corporate clients.

Tyler Lindholm is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to his current role, he worked in the restaurant industry, including at First Watch Restaurant and Chili’s Bar and Grill. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through both advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, including mutual fund/ETF models, SMAs, tax-overlay services, and direct indexing options, operating as a wholly owned subsidiary of Fifth Third Bank.

Sarah Selke is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Edward Jones since 2011. Outside of her advisory role, she is the owner of Selke Commercial Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Johns is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010 and also owns Christopher's Executive Services, a consulting and construction business. 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 nationwide network of financial advisors and branch offices.

Joyce Luke is a financial advisor with UBS Financial Services in Miamisburg, Ohio. She holds Series 63, 65, and 66 licenses and has 30 years of industry experience. Prior to joining UBS in 2025, she worked at Wells Fargo Clearing Services, Ultimus Fund Distributors and Fund Solutions, The Standard, and J.P. Morgan Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets and lending solutions.

Ned Altic is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, previously employed at Bank of America and Merrill. Outside of his advisory role, Altic is involved with the Institute on the Constitution as its founder and serves on the Miami County Liberty Group board; he is also a member of the Miami County Republican Central Committee and an officer of the Veterans of Foreign Wars post 8211. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning with a focus on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brad Baird is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding a Series 66 designation and having 26 years of industry experience. He has worked at Morgan Stanley since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee on the Board of Trustees for New Freedom Church in Lebanon, Ohio, overseeing the church’s financial transactions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured tools and generally acts in an advisory capacity without offering individual security recommendations as part of standalone planning.

Janice Chinn is a financial advisor with Primerica Advisors in Centerville, OH, holding 24 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1995. Outside of her advisory role, she is the founder of the Just For You Foundation and serves as Executive Director of its Ephraim's House programs, in addition to owning All Tax Matters and Chinn Industries. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio management.

Brandon Miller is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor at Ameriprise and has held previous roles at The Huntington Investment Company and Fifth Third Securities. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Neal Rankin is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2008, initially serving as a Retirement Services Representative before advancing to his current role in 2011. Prior to joining Fidelity, Neal worked as a Brokerage Assistant at UBS Paine Webber from 2002 to 2004. In his role, Neal focuses on understanding the unique personal situations of his clients and their families. He leverages the resources available at Fidelity to assist clients in making informed financial decisions and creating sound financial plans. His professional satisfaction comes from helping clients work toward their lifelong goals. Outside of his professional career, Neal enjoys golfing, spending time at the lake, and traveling.

Joy Pascoe is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley and Citigroup Global Markets before joining UBS in 2013. Outside of her advisory role, she is the proprietor of Cedar Ridge Farm Stand, a business that produces and sells handmade lavender and home products. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets and lending services.

John Schaffstein is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Baird since 2020. Before joining Baird, he held roles at Amazon, Eco Tan, and the University of Dayton. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing internal research and a variety of separately managed account strategies.

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 with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and methodologies.

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 with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2002. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.