Craig Wright is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been affiliated with United Planners since 2002 and operates his own financial guidance firm focusing on educators. Wright also serves as an interim pastor at Xenia Bethel Community Church. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, using a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services.

Kayla Stevens is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and has two years of experience with FIFTH THIRD SECURITIES as well as additional financial industry experience dating back to 2016. Her prior work includes roles at Fifth Third Bank, AMVC Management Services, and Kalmbach Feeds. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform and operates as a registered broker-dealer, investment adviser, and municipal advisor.

Stephen Valley is a financial advisor with GWN Securities Inc. in Springfield, OH, holding Series 63 and Series 65 credentials and possessing three years of industry experience. Prior to joining GWN Securities, he worked at Paychex Inc. and Optavise, where he sold supplemental health and life insurance products and currently receives residual income from that role. He is also associated with Schuler Financial Group in a financial services capacity. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm utilizes a combination of affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, while also employing market-timing and momentum-based trading approaches in certain legacy programs.

Quinten Lewandowski is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked with First Command Advisory Services and has a varied background including roles in banking, education, and the US Army Reserves. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisor-managed advice programs, emphasizing asset allocation and retirement guidance. The firm uses proprietary portfolio construction tools from Morningstar Investment Management and operates with a large client base focused on non-discretionary assets.

Holly Banford is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

John Pickarski is a financial advisor with J. W. Cole Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His prior roles include positions at GWN SECURITIES, Inc. and Parkland Securities, LLC, as well as operating his own firm, John Pickarski & Associates, since 1995. Outside of his advisory work, he is active in community organizations, serving on boards such as the Fraternal Order of Police Ohio #117 Community Foundation and the Breast Cancer Endowment Fund. J.W. Cole Advisors is a national SEC-registered investment adviser supporting individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches, including access to third-party managers and digital advice platforms.

Travis Miller is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at State Farm VP Management Corp., Doug Kilfoyle Insurance Agency, KeyBank, and Fifth Third Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines integrated service delivery with proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing.

Michael Pickarski is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 63 designation and has 14 years of industry experience. His prior roles include positions at GWN Securities, Parkland Securities, and West Third Capital. Outside of advising, Pickarski is an adjunct professor teaching personal finance and real estate finance, serves as president of the Springfield National Football Foundation, and officiates high school and college lacrosse and football. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Michael Amstutz is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, all with First Command entities since 2007. He is the owner of Mike Amstutz Financial Services LLC, a non-investment-related business structured as an S corporation. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Sherri Devlin is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2010 and holds a Series 66 designation. Prior to her full-time advisory role, she was involved with the Miami County YMCA for seven years. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

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.

Arthur Coates is a Series 66-registered financial advisor with J.P. Morgan Securities, with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Finish Line, and Greater Dayton Job Training. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.

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.