Stephen Shope is a financial advisor with Edward Jones in Huber Heights, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after 11 years at Selecttech Services Corporation. He has no prior industry experience outside of his current role. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brittany Deweese is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has nine years of industry experience, including prior roles at S & D Capital. Deweese has also been involved in advisory and administrative roles within affiliated investment entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms and model-based solutions.

Brian Smith is a financial advisor with LPL Financial in Beavercreek, Ohio, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked with LPL Financial since 2011, with a brief period at Securities America in 2018-2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 investment management supported by research and model portfolios.

Saad Sabri is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2013, progressing through various roles including Full Trader, Investments Solutions Representative, Retirement Solutions Representative, Retirement Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2025. Throughout his tenure, Saad has worked closely with clients and families to develop and implement financial plans, with a focus on wealth planning and addressing risks that may impact financial goals. He is committed to providing financial services tailored to diverse investor needs under the Fidelity brand. Outside of his professional role, Saad has interests in the beach, parenthood, and traveling.

Michael Cozad is a CFP® with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked for Fsc Securities for 13 years and has been involved with Smith, Moses & Cozad, LLC since 2007. Outside of his advisory role, he holds leadership positions including Vice President and Treasurer at Smith Cozad, LLC, where he oversees daily operations and financial management. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services with an emphasis on asset allocation, risk assessment, and diversified portfolio construction across multiple investment vehicles.

Robert Scarfo is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wright-Patt Credit Union and Cuso Financial Services since 2004. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

Kelly Ryerson is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been affiliated with Edward Jones since 2006. Outside of her advisory role, Ms. Ryerson is a caregiver providing in-home care services in Troy, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Samuel Williamson is a Series 66-licensed financial advisor with Raymond James Financial in Dayton, OH, bringing four years of industry experience. His prior work includes roles at Raymond James & Associates and experience outside finance at companies like Doordash and La Comedia. He also operates Williamson Wealth Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm’s approach involves non-discretionary planning tailored to client goals, employing risk profiling and analytical tools to support investment decisions.

Jordan Foreman is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked in education at Northeastern Local School District and had positions in communications and retail. He is involved in business ownership outside the industry as a member of WTJA Properties LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed planning and recommendations focused on sustainable income and tax-aware withdrawal strategies for clients nearing or in retirement.

John Sagraves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2025 and concurrently serves Wright-Patt Credit Union, where he has worked since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

James Wasinger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Wyler Automotive for five years. Outside of his advisory role, he owns a coaching business focused on image coaching. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Adam Hendricks is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is the sole proprietor of a property management business in Xenia, Ohio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Kevin Banks is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked in various financial services roles, including at Wright-Patt Credit Union and Fidelity Investments. In addition to his advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Ryan Schebo is a financial advisor with LPL Enterprise in Centerville, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA entity for his LPL business. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm uses a platform combining proprietary research, model portfolios, and third-party management, alongside sales of various financial products and insurance through affiliated entities.

Pamela Campbell is a Series 65-licensed financial advisor with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2011. In addition to her financial advisory role, she has owned and operated a hair design business for over 35 years and has worked as a substitute teacher for the Clark County Educational Service Center. She is also involved in retail through ownership of AveryCampbell Children's Boutique. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies tailored to client objectives.