David Liss is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Mark Burton is a financial advisor with Ameriprise in Bellbrook, OH, holding Series 63 and Series 65 designations and 26 years of industry experience. Before joining Ameriprise in 2019, he worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. He serves on the Board of Directors for the Kiwanis Club of Dayton and participates in finance and investment committees for local nonprofit organizations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

John Cox is a financial advisor with Edward Jones in Vandalia, Ohio, holding a Series 63 designation and with 37 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he serves as a football coach for the Vandalia Butler School District. 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.

Jerry Henderson is a financial advisor with Primerica Advisors in Centerville, Ohio, holding 10 years of industry experience. He has been with Primerica Advisors, Greenbriar, and Primerica Financial Services since 2015. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements models via BNY Mellon Advisors, with a distinctive tiered wrap-fee structure and operational oversight of third-party managers.

Alexandra Klaes is a financial advisor with Thrivent Investment Management in Vandalia, Ohio, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm offers goal-based planning across various topics, including retirement, tax, estate, and special needs planning, without managing client assets directly.

Alexandros Pericleous is a financial advisor with Ameriprise in Lebanon, Ohio, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2020, following roles at Wright State University and Sinclair College. Outside of his advisory work, he is involved with Randin LLC in a client service capacity. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brandy Risheill is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she teaches a course on Financial Strategies for Successful Retirement at the University of Dayton and instructs on the Financial Aspects of Divorce and Estate Settlements at the Christian Life Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering fee-based financial planning, portfolio management, and access to proprietary research.

James Stefanoff is a financial advisor with Ameriprise in Dayton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliates since 2011. Outside of his advisory role, he works part-time as a rural carrier for the U.S. Postal Service. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to offer tailored, tax-efficient withdrawal strategies. The firm delivers these recommendations through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its approach.

Christopher Kowal is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been associated with Merrill Lynch since 2007 and Bank of America since 2009. Outside of his advisory role, he serves on the City of Kettering, Ohio's Strategic Plan Steering Committee, providing input on the city’s comprehensive plan development. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Angela Curtis is a CFP® with 34 years of experience in the financial services industry. She has been with LPL Financial since 2012 and previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Fifth Third Securities, Inc. Curtis operates under the business names Adams Wealth Management Group and Lifestages Financial Services as part of her advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors who implement various portfolio strategies supported by proprietary research and technology tools.

Ryan Fink is a financial advisor with J.P. Morgan Securities in Centerville, Ohio. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at various Fidelity entities and JPMorgan Chase Bank. Outside of his advisory role, he provides private hockey lessons to youth players. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process combining quantitative asset-allocation modeling and centralized due diligence.

Shannon Lance is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, Shannon worked at The Kroger Co, UES, Inc., and Cayman Chemical. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct agreements and Corporate Financial Planning arrangements.

Harold Whitworth III is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as a board member of the Don Greer Memorial Scholarship Fund, where he helps coordinate fundraising events and reviews scholarship applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Teresa Rubins is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1987 and joined Merrill Lynch in 1992. Teresa focuses on developing long-term planning relationships that are tailored to the unique needs of each client, promoting a systematic approach to investing that aligns with their investment goals. Throughout her tenure, Teresa has gained extensive experience with equity, option, and bond market strategies, which she incorporates into client portfolios when appropriate. She holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Sinclair Community College after completing her high school education at Vandalia Butler High School. Teresa is actively engaged in her community as a member of the Tipp City Rotary Club, where she has served as International Chair. She volunteers as a Court Appointed Special Advocate/Guardian ad Litem (CASA/GAL) for the Miami County Juvenile Court. A native of Dayton, Teresa resides in Tipp City and enjoys outdoor activities and spending time with her family.

Brian Andzik is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Andzik is involved in several business ventures primarily focused on the restaurant industry, including ownership and partnership positions. He also serves as an advisor for a University of Dayton business student fund and participates in financial planning and budgeting roles for local cultural and charitable organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eric Montgomery is a financial advisor with Cambridge Investment Research Advisors in Beavercreek, Ohio. He holds a Series 63 designation and has 39 years of industry experience. His background includes roles at Cambridge Investment Research Advisors since 2011 and over three decades at Montgomery Insurance & Investments Agency and Travelers Insurance Co. He also serves as a board member of a non-public entity affiliated with his local community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, combining proprietary model strategies with access to external managers and multiple platform options tailored to client objectives.

Theophanis Pericleous is a financial advisor with Ameriprise in Springboro, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in capital investment and owns a restaurant in Dayton, Ohio. Ameriprise offers retirement-income planning services for clients typically with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions.

Balinda Ferrara May is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following a lengthy tenure at Merrill from 1980 to 2017 and a brief period at Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Anthony Gentry is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory and brokerage services.

Steven Ball is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Osaic in 2017, he worked at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments. He is also co-president of ABS Financial Group, Inc., which provides financial services including life and disability insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and managed accounts across multiple investment platforms.