Amy Meredith Green is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized estate planning groups.

April Whitehead is a ChFC® credentialed financial advisor with 20 years of experience, currently with Ameriprise in Dayton, OH. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she owns and manages Boldly Aspire LLC, a franchise practice unrelated to investment activities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to provide written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored advice primarily for clients with significant investable assets in Ameriprise-managed accounts.

Michael Reed is a financial advisor at Edward Jones in Xenia, Ohio, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Reed is involved in officiating high school and small college basketball, football, and baseball games in the Xenia area. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors while offering various advisory strategies and affiliated investment products.

Bradley Richardson is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Adam Kim is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for KeyBank for ten years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gregory Rhodes is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1997. 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 through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brooke Mcconahy is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has eight years of industry experience. Prior to joining Baird in 2021, she worked at SagePoint Financial, Inc. and Smith, Moses & Company. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with a focus on ongoing manager selection, tax management, and the use of internal research and technology in client advice.

Tina Bernardi is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2011. Merrill, together 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, pension plans, corporations, and charitable organizations.

Darrin Polomsky is a financial advisor with Ameriprise Financial Services, LLC in Dayton, OH, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jay Schwieterman is a Sales Manager at Merrill Lynch Wealth Management with a career in financial services spanning over 25 years. He joined Merrill in 1994 and is a partner in the ASM Wealth Management group, working with high-net worth individuals, foundations, and institutions to develop focused financial strategies. Throughout his tenure, Jay has held several leadership roles in the Dayton office. Jay's expertise includes corporate benefits, executive compensation, family wealth management strategies, services for endowments and non-profits, retirement planning, portfolio management, and tax minimization. He earned his Certified Investment Management Analyst (CIMA) accreditation in 2003 from the Investments & Wealth Institute in conjunction with the University of Pennsylvania's Wharton School of Business. Jay also holds credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He obtained his Bachelor's degree from Wright State University. A Dayton native, Jay is active in his community, serving as an Ambassador for the James Cancer Hospital and Solove Research Institute at The Ohio State University and coaching youth sports. He has held executive roles with Dayton History, Aullwood Audubon Center and Farm, Spring Run Farm, and served on the Parish Council at Incarnation Church.

Dawn Whitacre is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. She is based in Miamisburg, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of financial and capital markets solutions.

Louis Vision is a financial advisor at Raymond James & Associates with 29 years of industry experience and holds the Series 63 designation. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he acts as a statutory agent for a family rental real estate LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management strategies and affiliated research.

Timothy Herron is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2016. He is based in Miamisburg, Ohio. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erica Smith is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and two years of industry experience. Prior to joining Baird in 2024, she worked at Elsevier Inc. for six years and LexisNexis for two years. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, business clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools to support client advice.

Seth Winkle is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Centerville, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Schade is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. He serves on the board of the Five Rivers Metroparks Foundation and is a member of Xavier University’s President's Advisory Council. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and institutional trading capabilities to tailor plans aligned with clients’ goals and risk tolerances.

Edwin Strickling is a financial advisor with Cetera, holding a Series 66 designation and over 40 years of industry experience. His career includes lengthy tenures at 1st Global Advisors, Inc. and Avantax Advisory Services. He also provides financial services through Matoaka Money Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Maximillian Poe is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance, Edward Jones, Strategic Advisors, Inc., and Fidelity Brokerage Services, alongside his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. He also served at Xavier University from 2015 to 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis with client decision authority.

Richard Pate is a Series 66-registered financial advisor with Ameriprise, based in Miamisburg, Ohio, and has four years of industry experience. Prior to joining Ameriprise, he worked for seven years with the Hamilton City School District. Outside of advising, he owns Honey Harvest and Hens LLC, a farming business, and serves as an assistant tennis coach at a local high school. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

David Heberling is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Passport Inc. and Flexential. Heberling is also a shareholder in Silver Lake Beach Club, a family park with rentals in New Carlisle, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.