Ronald Jones is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding a Series 66 designation and having 20 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and JPMorgan Chase Bank, NA since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research methods.

Brian Rathbun is a financial advisor with Robert Baird & Co. in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 19 years before joining Baird in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Daniel Cline is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at Nuveen Securities, LLC, Virtus Investment Partners, and VP Distributors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes advisory services that do not include individual security recommendations as part of standalone planning.

Stephanie Anderson is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with LPL Financial, having joined in 2025, and previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and UBS Financial Services. Outside of her advisory role, she was involved with Ohio Cleaning And Detailing for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment strategies.

Kenji Williams is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 designations. Williams has worked at several firms including Lincoln Financial Advisors, TD Ameritrade, and Scottrade before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Darrel Bender is a financial advisor with Equitable Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside his advisory role, he participates as a finance team member with American Caribbean Experience and is involved with Washington Park Financial Group, LLC as a member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm employs a disciplined process to match clients with program models or discretionary managers and offers a range of investment options through in-house and third-party platforms.

Angela Katampe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, and previously spent four years at Thrivent Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Sidney Wyatt is a financial advisor with Fidelity Investments in Beavercreek, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments, Ross, Raising Canes, Wright State University, and Wright Patt Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gretchen Matlock is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase and Capital One. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Harlan Miller is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 53 years of industry experience. He has worked at firms including Regency Financial, LLC and General American Life, and currently operates Miller Financial Advisors. Outside of his advisory work, Miller serves on the boards of a condominium association and a local lunch club, and is involved in a life settlement business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Frazier is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2003. He holds the Series 63 and Series 66 licenses. 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 searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Eric Murray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously spent 26 years with Concourse Financial Group Securities Inc. Murray is also the owner of Moneywise Inc, a financial planning business established in 1999, and serves on the board of the Greene Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Joshua Dickey is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. He previously worked at Raymond James Financial Services, Inc. and has experience in various roles including at Domino’s and Panera Bread. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Evans is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2023, Tyler worked at Huntington National Bank and has been involved with community organizations including Urbancrest Baptist Church and Vineyard Christian Fellowship. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager selection, and performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Kailee Hiss is a CFP® and holds a Series 66 license, with five years of industry experience. She is currently an advisor at OSAIC and has previous experience at FSC Securities and Smith, Moses & Cozad, LLC. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by technology and risk-tolerance analysis.

Shana Sellers Mcelroy is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 66 and Series 65 licenses and bringing 18 years of industry experience. Her career includes multiple roles at Morgan Stanley since 2009 and a seven-year period at Nationwide Investment Services Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Wright-Patt Credit Union and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Lucas is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he is a horse owner and spends time riding. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Andrew Shamma is a Series 66–registered financial advisor with Ameriprise Financial Services LLC in Miamisburg, Ohio. He began his career at Ameriprise in 2025, following nine years at The American Dermatopathology Laboratory and five years at The Miami Valley School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Rebecca Schweller is a financial advisor with Morgan Stanley in Centerville, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.