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Adam H

Series 63, Series 66

Beavercreek, OH

Morgan Stanley

Adam Hendricks is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is the sole proprietor of a property management business in Xenia, Ohio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Justin F

Series 66

Dayton, OH

Fidelity

Justin Fairchild is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity, he worked as an Associate at Black Bull Capital Partners in 2020. In his role, Justin collaborates with clients to develop comprehensive financial plans aimed at helping them pursue their goals with confidence. He focuses on wealth planning and assists families in addressing risks that can affect their financial strategies. As a husband and father of two, he brings an understanding of life's complexities to his work. Outside of his professional responsibilities, Justin has interests in comedy, fitness, golf, outdoor adventures, parenthood, and traveling.

Wealth management Life insurance needs analysis Long-term care insurance Disability insurance Cash flow / budgeting Parents
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Kevin B

Series 65, Series 63

Springfield, OH

LPL Financial

Kevin Banks is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has one year of industry experience and has worked at firms including Wright-Patt Credit Union and W & S Brokerage Services. Outside of his advisory role, he is a commissioned notary. 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 financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Pamela C

Series 65

Springfield, OH

Cambridge Investment Research Advisors

Pamela Campbell is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 license. She has 25 years of experience in the industry, including 15 years with Cambridge Investment Research Advisors. Outside of her advisory role, she operates a children’s boutique and has worked as a substitute teacher. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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