Chris Landis is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously spent 15 years at PNC Investments before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes structured discovery and firm-approved tools, without providing individual security recommendations as part of standalone plans.

Mark Koogler II is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of around 23,701 advisors and 15,121 branch offices. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Joshua Pfeiffer is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. In addition to his advisory role, Pfeiffer lectures on Financial Strategies for Successful Retirement at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to customize financial plans according to clients’ goals and risk tolerances.

Daphne Warner is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and previously worked at PNC Investments for 11 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured assessment tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Travis King is a financial advisor with Robert W. Baird & Co. in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at UBS Financial Services for 19 years before joining Robert W. Baird in 2019. Outside of his advisory role, he is an owner and member of Design Properties - Soraya Farms, LLC. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Matthew Beck is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and currently operates several financial services businesses, including Peak Advisory Group and Prosperity Advisors, LLC. Beck also has involvement in tax preparation referrals through Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Kevin Duffin is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His career includes roles at Marsh & McLennan Agency, MMA Securities LLC, and Brower Investment Advisers, alongside operating as a self-employed advisor since 1993. He serves on the board of directors for the USO Central & Southern Ohio, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Donald Reynolds Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held various positions within Morgan Stanley and its private bank subsidiary since 2014. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Michelle Lowe is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1998 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Philip Schrager is a financial advisor with Ameriprise in Miamisburg, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering with multiple providers. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on detailed analysis and proprietary tools.

Matthew Lucas is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022, following multiple years as a self-employed advisor. Stifel serves a wide range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and advisory services, with clients generally retaining discretion over implementation.

Philip Zeigler is a CFP® professional with 25 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Outside of his advisory role, Zeigler is a board member and officer of The Church of Jesus Christ of Latter-day Saints in Wilmington, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.

Casey Rains is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2014. He holds Series 63 and Series 66 licenses and is based in Mason, OH. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Donald Cain is a Series 66-licensed financial advisor with 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011, and concurrently operates as an independent insurance agent through Montgomery Insurance & Investment Agency Inc. since 2000. 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 comprehensive financial planning, investment management, and retirement advisory services, employing a variety of portfolio management techniques and proprietary and third-party strategies tailored to client objectives.

Thomas Blalock Jr. is a financial advisor at UBS Financial Services with Series 63 and Series 65 designations and 41 years of industry experience. He worked at Merrill from 1995 to 2009 before joining UBS, where he has been since 2009. He serves on the board of directors for The Children’s Home of Cincinnati Ohio, focusing on the education of investments for the organization’s endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Emilie Theriot is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 credential and has been with Raymond James since 2013. Outside of financial advising, Emilie owns Golden Ratio Quilting, a longarm quilting business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles.

Terrence Oliss is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at KeyBank and related entities. Outside of finance, he has managed a landscaping business. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and an integrated operational structure.

Robert Phebus is a financial advisor with Edward Jones in Lebanon, Ohio, holding Series 63 and Series 65 licenses and 12 years of industry experience. He worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2013 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Pecce is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. He has worked at Raymond James since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Tobias Jones is a financial advisor at Primerica Advisors with 17 years of industry experience. He has been with Primerica Advisors since 2008 and has a background that includes roles at Primerica Financial Services. Outside of his advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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 rather than fixed fees.