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.

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.

Mark Reedy is a financial advisor with Thrivent Investment Management in Piqua, Ohio, holding Series 63 and Series 66 designations and 26 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 as a Zone Administrator for the Ohio District of Key Club International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based, holistic financial plans that cover a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account services under a consolidated billing option but does not accept discretionary trading authority for its planning services.

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.

Spencer Peltier is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2013, accumulating 11 years of industry experience. He is based in Piqua, Ohio, and serves as president of the Upper Valley Networking Group, coordinating activities and fostering professional connections. Peltier is also a board member of the Piqua Community Foundation, which supports local charitable grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning with a focus on a broad range of topics including retirement, tax, estate, and special needs planning. The firm’s approach separates planning services from portfolio management and does not accept discretionary trading authority for its planning engagements.

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.

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.

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.

Craig Morris Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2013, as well as experience in the catering and entertainment industry from 2017 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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.

Savannah Grunkemeyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at UBS Financial Services for five years. Before her financial career, she held roles at Coldstone Creamery and Hulme and Company CPA's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating ESG criteria in investment recommendations.

Justin Wurster is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Troy, Ohio. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Wurster is a board member and Investment Committee Chair for the Miami County Foundation. Ameriprise provides comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies with algorithmic tools to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jason Anthony is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2003. Outside of his advisory role, he is the sole owner of a farm where he cash rents land and engages in recreational hunting. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.