Aaron Boyer is a financial advisor at Money Concepts Capital Corp with 20 years of industry experience. He holds CFP® and Series 66 designations and has previously operated Boyer Financial Corporation. Since 2025, he has also been involved in tax preparation and Medicare enrollment services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms like Envestnet.

Tyler Davis is a Series 65 licensed financial advisor with Money Concepts Capital Corp, based in Sidney, Ohio, with three years of industry experience. He is also the owner and partner of Davis Accounting & Tax, LLC, where he provides accounting and tax services. Additionally, Davis is employed by Shelby County in a nonprofit accounting role. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset allocation strategies and integrates third-party managers and technology platforms to support portfolio management.

Ryan Wilker is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FSC Securities Corporation and OSAIC, as well as work at Northern Kentucky University and Villanova University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios, third-party management, and institutional platforms.

Ross Brown is a financial advisor at Edward Jones in New Bremen, OH, holding a Series 63 designation and with 21 years of industry experience, all spent at Edward Jones since 2005. He has no reported notable outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cayla Bensman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has previously worked at Cardinal Health, Smiths Medical, BDO, and Ohio Dominican University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by a large network of advisors and diverse platform capabilities.

Aaron Schwartz is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has worked with firms including Avantax Advisory Services and Moorman, Harting & Company. Outside of financial advising, he serves on the Finance Committee of Holy Redeemer Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Amy Huber is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Reynolds and Reynolds and previously spent seven years at Premier Salon Concepts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

John Schmitmeyer is a financial advisor with LPL Financial in Minster, Ohio, holding a Series 66 designation and one year of industry experience. His prior work includes roles at ADS Financial LLC and SS&C Technologies. He is also a notary through ADS 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 and access to various investment strategies, supported by extensive operational and research tools.

Kevin Meiring is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials and bringing 24 years of industry experience. He has been with Cetera since 2017 and also owns Meiring Investment and Insurance. In addition to his advisory work, Meiring owns and operates a CPA and accounting firm, Risse, Meiring & Company, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Steven Lewis II is a financial advisor with Edward Jones in Sidney, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Hydro Extrusions and Crown Equipment, as well as an earlier tenure with Edward Jones from 2009 to 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

La Trisha Reed is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western & Southern Life, and Crown Equipment. She is a minority stockholder in Kingseed Inc., a retail business based in Sidney. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

John Barga is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include three years at Edward Jones and extensive experience in insurance and financial services roles. Outside of his advisory work, he holds several community positions including board member of the Darke County Foundation and leadership roles with local nonprofit organizations such as the Versailles Knights of Columbus and Versailles Lions Club. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options and employs firm-provided asset-allocation tools and third-party services to manage portfolios on both discretionary and non-discretionary bases.

Daniel Bensman is a financial advisor with LPL Financial in Sidney, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining LPL Financial in 2008, he worked at MM Ascend Life Investor Services, LLC from 2002 to 2008 and served at First National Bank from 2008 to 2021. Outside of advisory work, he is a co-owner and tax preparer at Independent Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, leveraging both proprietary and third-party strategies, and supports its network of over 22,800 advisors with advanced operational and research tools.

Tiffany Long is a financial advisor at Edward Jones in Sidney, OH, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she co-owns a rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Bryson Long is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 license and is based in Sidney, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors.

Mary Koesters is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera since 2025 and previously held roles at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co. In addition to her advisory work, she provides tax preparation services through Moorman, Harting & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, employing both discretionary and non-discretionary strategies.

Todd Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., in addition to operating Thompson Financial Services, LLC since 1984. Outside of advisory work, he sells Medicare Advantage and Medicare Supplement insurance plans. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Stephanie Horner is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for 13 years, as well as LPL Financial. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors and 15,100 branch offices.

Gerald Vanderhorst Jr. is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has worked with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Vanderhorst is also involved with the Sidney-Shelby County YMCA and Boy Scouts of America, Troup 95. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

James Harting is a financial advisor with Cetera who holds a Series 66 credential and has 27 years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Advisors, as well as ongoing work as a CPA at Moorman Harting & Co since 1980. He also manages financial responsibilities for a family member through a durable power of attorney. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.