Alex Tornes is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. He has prior work experience including various roles at The Ohio State University and service with Prosperity Advisors. Outside of his advisory work, Tornes has also been involved with DoorDash. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and emphasizes a multi-manager platform with assets under management exceeding $256 billion.

Daniel Adams is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wright State University and Sinclair Community College. He also operated Adams Wealth Management Group as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced tools and a large network of investment adviser representatives.

James Wellmeier is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. and CYMI, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Gary Hurst is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise in Miamisburg, Ohio. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he serves on the board of directors for Living Hope Church. Ameriprise is an institutional firm providing retirement-income planning services tailored to individuals with significant investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling to support clients approaching or in retirement.

Sydney Dixon is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, Dixon worked at Germain Honda of Beavercreek and the Beavercreek School District. Outside of Ameriprise, Dixon is also an associate financial advisor with Beyond Wealth Advisors LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering comprehensive, research-driven recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Aaron Jobson is a financial advisor with Edward Jones in Beavercreek, OH, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including five years with Ohio Conference prior to joining Edward Jones in 2018. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Thompson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at several firms, including Wright-Patt Credit Union and CUSO Financial Service, LP. 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 range of financial planning and investment management solutions, supported by research and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Denver Cottle is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he volunteers as a musician playing guitar at his church and occasionally performs at paid venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Carl Davey is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Financial Representative, and Investment Solutions Representative. Carl focuses on building long-term relationships with clients and their families by gaining a deeper understanding of their priorities. He partners with clients to develop and implement customized financial plans tailored to their individual needs. His experience encompasses a range of roles within Fidelity Investments, reflecting a commitment to client-focused financial consulting.

David Trimmer is a CFP® with 23 years of experience and has been with Edward Jones since 2003. He is based in Fairborn, OH. Outside of his advisory role, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Adina Angel is a financial advisor with Edward Jones in Waynesville, OH, holding a Series 66 designation and with six years of industry experience. She has been with Edward Jones since 2017, following a year at Eckert's, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory solutions, including discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Devon Walton is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity Investments since 2021, including Investment Consultant and Workplace Planning Consultant. Prior to that, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Devon has focused on building trust and long-term partnerships with clients. He emphasizes understanding client goals, simplifying complex financial decisions, and creating clear strategies to achieve financial security. No additional education, credentials, personal interests, or community involvement have been provided.

Lauren Morgan is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Raymond James Financial Services and UBS Financial Services. Outside of her advisory role, she is involved in managing two investment-related LLCs. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on tax-aware withdrawal strategies and dependable income sources. The firm’s approach integrates proprietary research and third-party data within a defined investment framework tied to its affiliated product ecosystem.

Dennis Brun is a financial advisor at Osaic Wealth Inc with a Series 66 designation and three years of industry experience. Prior to joining Osaic, he worked at Stifel Independent Advisors for three years and spent 28 years at Archbishop Carroll High School. He is also the owner of a landscaping business. Osaic Wealth serves a diverse clientele including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Lisa Drahman Wicks is a financial advisor with LPL Financial in Kettering, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior work includes roles at Day Air Credit Union, Cuso Financial Services LP, Ameriprise Financial Services, Wells Fargo Advisors, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She serves on the board of the American Legion in Dayton. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, supported by a large network of advisors and comprehensive operational tools.

Tricia Marteney is a CFP® and Series 66 licensed advisor with Edward Jones, based in Centerville, OH. She has five years of industry experience, including six years at Edward Jones and 24 years at Equipment Depot/Portman Equipment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charles Woodhull is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses, and previously worked at Northwestern Mutual from 2020 to 2022. Outside of his advisory role, he owns a home-based business called Coordi.me. 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 wide range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by operational tools and access to third-party asset management.

Charles Daugherty is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2015. Prior to this, he worked in education at several local school districts. His other business activities include sales of loan products and home security services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Braden Means is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He partners with individuals and families to build and implement personalized financial plans aimed at helping them achieve their goals. Braden employs a diligent process to understand his clients' needs and priorities, ensuring a high level of care for their assets as they navigate pivotal moments in their lives. Prior to joining Fidelity Investments, Braden worked as a Financial Advisor at Edward Jones from 2018 to 2020. Before that, he served as a Financial Center Manager at Fifth Third Bank from 2014 to 2018. His experience spans multiple facets of financial advising and management. Outside of his professional work, Braden enjoys family activities, football, movies, and traveling.

Blair Cornell is a financial advisor with UBS Financial Services in Centerville, OH, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves on the board of a nonprofit car club for children with differing abilities and teaches an educational retirement course at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment solutions. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets activities.