Paul Robbins is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2010. His current role at Fidelity Investments began in 2025 following seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a systematic investment process incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in its strategies.

Shelby Lake is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Royal Alliance Associates and Sterne Agee. Lake is also co-president of ABS Financial Group, Inc., a financial services company providing life, disability, and long-term care insurance services. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services, utilizing a model-based investment approach with asset allocation and portfolio optimization tools.

Lauren Davies is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to this, she was employed at MaidPro from 2015 to 2019. Outside of her advisory role, she is an employee assistant at RANDIN LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Pope is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 32 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2015 and previously at Edward Jones from 2007 to 2014. Pope is also the owner and CEO of Pope Wealth Advisors, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs and institutional portfolio management.

Shannon Wilkin is a financial advisor with LPL Financial in Dayton, Ohio, holding Series 63 and Series 66 registrations and having 22 years of industry experience. His prior work includes roles at John Milo, Waddell & Reed, Inc., and Key Investment 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 portfolios, third-party asset management, and institutional platforms.

Barbara Rac is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. She focuses on partnering with clients to help them define their financial vision and develop personalized plans to work toward their financial goals. Barbara has accumulated extensive experience in the financial services industry, having held roles as a Financial Planner at Prudential Advisors from 2017 to 2019, a Financial Advisor at Prudential Life Insurance Company of America from 2013 to 2017, and a Financial Representative at Prudential Life Insurance Company of America from 2010 to 2013.

John Woeste is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 23 years. Outside of his advisory role, he is involved in writing books, screenplays, theatrical shows, and board games. Osaic Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Dara Demaree is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of advising, he owns and operates Demaree Financial Group, providing life and long-term care insurance services in Centerville, Ohio. OSAIC Wealth serves a diverse client base including retail, institutional, and retirement plan clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization strategies, supporting a range of investment programs and third-party manager options.

Robert Newsock is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held previous positions at Merrill and Bank of America, and has been with Morgan Stanley and its Private Bank since 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and methodologies.

Charles Southard is a financial advisor with Ameriprise in Germantown, Ohio, holding 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a real estate business through AMPEX, LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Jillian Milano is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation. She has been with Ameriprise since 2021 and previously worked in educational roles at Oakland University, Wright State University, and Carroll High School. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized retirement income advice within a large institutional framework.

Brianne Squibb is a financial advisor with UBS Financial Services in Miamisburg, Ohio. She holds a Series 63 designation and has 18 years of industry experience. Her career includes roles at Merrill, David A. Noyes & Company, Morgan Stanley, and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide array of capital markets functions.

William Drees is a Financial Advisor with Merrill Lynch Wealth Management. He addresses the complex financial, retirement, and wealth management needs of his clients through a holistic approach. Bill joined Merrill after five years in the oil refining industry as a Chemical Engineer. He holds a Bachelor of Science degree in Chemical and Biomolecular Engineering from Ohio State University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His background as a chemical engineer contributes distinct perspectives and analytical skills to his financial advisory practice. Bill is a native of Vandalia, Ohio, and currently resides in West Chester. He enjoys traveling, pickleball, and fishing. He is actively involved in his community through his membership and service as a Board Member of the Rotary Club of West Chester/Liberty.

Justin Dunn is a financial advisor at Edward Jones in West Chester, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked with the Los Angeles Clippers from 2018 to 2024 and the Columbus Blue Jackets from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated services through a large national network of advisors and branches.

Katherine Breitenstein is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and related firms since 2009, with additional roles at The O.N. Equity Sales Company and Dean Investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Brian Rathbun is a financial advisor with Robert Baird & Co. in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 19 years before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Daniel Cline is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at Nuveen Securities, LLC, Virtus Investment Partners, and VP Distributors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes advisory services that do not include individual security recommendations as part of standalone planning.

Mary Kay Carter is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads a team of advisors and support staff dedicated to providing personalized planning and guidance for investors across all stages of life. Her team focuses on understanding clients' needs and goals to ensure a consistent and high-quality customer experience. Her career at Fidelity Investments spans over two decades, during which she has held various positions including Director and Team Leader of Stock Plan Services, Customer Experience Manager, Retail Brokerage Trading Manager, and Retail Brokerage Trader. Prior to joining Fidelity, she worked as a Trainer in Credit Granting and as a Credit Analyst at FACS Group. Mary Kay's personal interests include cooking and baking, visiting museums, parenthood, traveling, and volunteering.

Stephanie Anderson is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with LPL Financial, having joined in 2025, and previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. Outside of her advisory role, she was involved with Ohio Cleaning And Detailing for three years. 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, offering financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment strategies.

Kenji Williams is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 designations. Williams has worked at several firms including Lincoln Financial Advisors, TD Ameritrade, and Scottrade before joining Charles Schwab in 2022. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.