Dennis Brun is a financial advisor at Osaic Wealth Inc with a Series 66 designation and three years of industry experience. Prior to joining Osaic, he worked at Stifel Independent Advisors for three years and spent 28 years at Archbishop Carroll High School. He is also the owner of a landscaping business. Osaic Wealth serves a diverse clientele including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Lisa Drahman Wicks is a financial advisor with LPL Financial in Kettering, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior work includes roles at Day Air Credit Union, Cuso Financial Services LP, Ameriprise Financial Services, Wells Fargo Advisors, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She serves on the board of the American Legion in Dayton. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, supported by a large network of advisors and comprehensive operational tools.

Alexis Hill is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melinda Koehler is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining UBS in 2018, she worked at Merrill for 14 years. UBS Financial Services 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, supported by proprietary research and a broad platform of capital markets solutions.

Charles Daugherty is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2015. Prior to this, he worked in education at several local school districts. His other business activities include sales of loan products and home security services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Braden Means is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He partners with individuals and families to build and implement personalized financial plans aimed at helping them achieve their goals. Braden employs a diligent process to understand his clients' needs and priorities, ensuring a high level of care for their assets as they navigate pivotal moments in their lives. Prior to joining Fidelity Investments, Braden worked as a Financial Advisor at Edward Jones from 2018 to 2020. Before that, he served as a Financial Center Manager at Fifth Third Bank from 2014 to 2018. His experience spans multiple facets of financial advising and management. Outside of his professional work, Braden enjoys family activities, football, movies, and traveling.

Nicholas Wurst is a financial advisor with LPL Financial, holding a Series 66 license and 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2005 to 2009. Outside of his advisory role, he is involved with NWURST Financial LLC. 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, supporting strategies that include both discretionary and non-discretionary account management.

Brandon Blackford is a CFP® professional with 15 years of industry experience, currently advising clients at Edward Jones since 2011. He serves as an advisory board member for Mount Vernon Nazarene University’s Jetter School of Business, contributing to the development of the school's Financial Services curriculum. 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.

Tonda Davis is a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2016 in various roles leading up to her current position starting in 2022. Her career in the financial industry spans over 25 years, with progressive experience including roles such as Financial Consultant, Investment Consultant, and Portfolio Specialist at Fidelity Investments, as well as Financial Advisor positions at PNC Investments and NatCity Investments. Her professional approach involves partnering with individuals and families to build and implement personalized financial plans tailored to their goals. Tonda emphasizes understanding her clients' needs through a structured process, guided by her extensive industry experience and core business beliefs developed throughout her career. Tonda holds an Arkansas Insurance License and has maintained a consistent presence within Fidelity Investments since 2001 across various capacities.

Wendy Arnold is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2018 and previously worked at Arhaus Furniture for six years. Outside of her advisory role, she operates a retail business called Know Build Deliver LLC and works as a contractor in sales and marketing for Scentsy Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning that incorporates firm-approved tools and models to assist clients in their financial decisions.

Abigail Davis is a financial advisor with LPL Financial in Beavercreek, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, and Discover Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment approaches, including model portfolios and third-party management, supported by operational tools that assist advisors.

Chris Maddock is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with individuals and their families to create and monitor customized financial strategies tailored to their unique and complex needs. His approach emphasizes developing plans that can withstand changing market conditions while aligning with clients' comfort levels regarding risk. Chris has over two decades of experience in the financial industry. His career includes roles such as Investment Consultant, Director Retirement Planner, Retirement Relationship Manager, and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he held various positions at Fifth Third Securities, including Financial Adviser, Associate Financial Advisor, Relationship Manager, Trader, and roles in Brokerage Operations and Trust Operations at Fifth Third Bank Trust Division. No information about his education, credentials, personal interests, or community involvement has been provided.

Justin Evans is a financial advisor with Edward Jones in Dayton, OH, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at LexisNexis for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, operating under a fiduciary standard.

Nathaniel Stevens is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials, bringing 22 years of industry experience. His previous roles include positions at Wright-Patt Credit Union, CUSO Financial Services, PNC Investments, PNC Wealth Management, Raymond James Financial, and Edward Jones. Stevens is also involved with WPCU Retirement Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Hannah Flynn is a financial advisor with Morgan Stanley in Beavercreek, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Marshall University’s Lewis College of Business Graduate College and the West Virginia Alcohol Beverage Control Administration. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates a structured planning process supported by firm-approved tools and analysis.

Ethan Zielazny is a financial advisor at OSAIC with five years of industry experience. His prior roles include positions at FSC Securities Corporation and Prudential Insurance Company of America. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing a range of advisory strategies and third-party manager selections.

Julienne Clark is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Wright-Patt Credit Union. Outside of advising, she is the sole member of a private business, Generations Fence & Deck, where she handles bookkeeping, and also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management carried out primarily by investment adviser representatives using various strategies and tools.

Matthew Buehrer is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Standing Up to POTS, Love Pursuit International, the Tipp City Area Arts Council, and Camp Honor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach combines detailed planning with managed-account options, delivered by a broad network of financial advisors.

Stacy Staples is a financial advisor with Primerica Advisors in Dayton, OH, holding 15 years of industry experience. She has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of her advisory role, she works as a part-time Instacart shopper. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Elliott is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Prior to joining Edward Jones in 2019, he worked for Universal 1 Credit Union and Cuna Brokerage Services, Inc. from 2006 to 2019. He serves as a director for Maria Joseph Home Corporation, providing oversight and audit for the charitable organization. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.