David Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Wright State University from 2016 to 2019. In addition to his advisory work, he is a commissioned notary public. 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 broad range of advisory and brokerage services supported by various investment platforms and tools.

Julie Trudo is a financial advisor with Cambridge Investment Research Advisors, holding 12 years of industry experience. She has been affiliated with Cambridge Investment Research, Inc. since 2014 and is also associated with Campbell Financial LLC. Outside of her advisory work, she has served as a Tupperware consultant. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Rebecca Gorby is a financial advisor at Edward Jones in Springfield, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices.

Chet Saunders is a financial advisor with OSAIC who holds the Series 63 and Series 65 designations and has 32 years of industry experience. His prior roles include positions at SagePoint Financial, Grove Point Investments, LLC, OSAIC Services, Inc., and American General Securities Incorporated. Outside of advising, Saunders owns and operates a driving range. OSAIC is a large institution serving a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation and portfolio optimization.

Peter Foreman is a CFP®-certified financial advisor with Ameriprise in Springfield, Ohio, and has 22 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, Foreman serves on the Board of Directors for the Mercy Health Foundation in Clark and Champaign Counties and participates on finance committees for St. Joseph/St. Raphael Church. Ameriprise offers comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Randall Helt is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in general farming through ownership of Ranlin Farm. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service tailored to high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.

David Foley is a financial advisor with Mass Mutual Investors Services in Springfield, Ohio. He holds a Series 63 license and has 55 years of industry experience. Foley has been with Mass Mutual Investors Services since 1988 and with MassMutual Life Insurance Company since 1978. He is also the owner of Foley Benefits Group, LLC, which provides insurance sales and qualified plan administration services. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Rachel Day is a financial advisor with Edward Jones in Springfield, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kroger for 26 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Tyler Tucker is a financial advisor with Mass Mutual Investors Services based in Springfield, OH. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, Tyler worked at Skylight Financial Group and has a background that includes time at Topgolf and Ohio University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships.

Ryan Carpe is a CFP® professional affiliated with Edward Jones in Yellow Springs, Ohio, with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Wells is a Series 63 licensed advisor with 29 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at SII Investments, Inc., Next Financial Group, Inc., New England Securities, and Financial Designs & Systems Co., LLC. Wells is also involved with Wallace & Turner, Inc. in a non-variable insurance capacity. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Zachary Fiely is a financial advisor with Edward Jones in Urbana, Ohio. He holds a Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2013. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

James George is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is an independent contractor in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

John Holland is a financial advisor with Ameriprise in Springfield, Ohio, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Ameriprise in 2026, he spent several years with The Huntington Investment Company and also worked at JPMorgan Chase. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Avery is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research and IH Credit Union since 2018 and previously coached basketball at Clark Shawnee Local Schools. In addition to his advisory role, Avery is an independent insurance agent and has ownership involvement in a business entity. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base while offering a range of investment platforms and proprietary model strategies.

Mark Stephenson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent 15 years at Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory role, he owns Stephenson Artography, a freelance photography and editing business, and is a partner in Stephenson & Little LLC, which conducts banking and leasing activities for Sterling Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Hanna is a financial advisor with Ameriprise in Springfield, OH, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Ameriprise and its related entities since 1988. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions typical of an institutional firm.

Jerome Armstrong is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Scott Krizner is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 23 years at Cadaret, Grant & Co., Inc. Based in Springfield, Ohio, he is also licensed as an insurance agent selling health, disability, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through its extensive network of advisors and employs various model portfolios and third-party strategies in its advisory platform.

Kristine Lewis is a financial advisor with Ameriprise in Springfield, OH, holding 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.