Scott Krizner is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 23 years at Cadaret, Grant & Co., Inc. Based in Springfield, Ohio, he is also licensed as an insurance agent selling health, disability, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through its extensive network of advisors and employs various model portfolios and third-party strategies in its advisory platform.

Caitlin Pelzer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked at The Cinday Academy and Charyl Stockwell Academy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction, with oversight for affiliated and unaffiliated sub-advisers.

Kaleb Baker is a CFP® with 10 years of experience in the financial services industry, currently with LPL Financial. His prior roles include positions at PNC Investments, CUSO Financial Services, and Wright-Patt Credit Union. He is also involved with Federal Retirement Readiness Associates LLC, a non-investment related business. 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 institutional platforms, supporting a large network of investment adviser representatives across a broad range of strategies.

Kristine Lewis is a financial advisor with Ameriprise in Springfield, OH, holding 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Hallmark is a CFP® professional with 18 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Northwestern Mutual. Outside of his advisory work, he creates art and is involved in outside insurance sales. Osaic Wealth, Inc. serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by firm-provided asset-allocation tools and access to third-party money managers.

Geneva Beard is a financial advisor with Primerica Advisors, holding 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995 and has concurrently worked with Graceworks since 2014. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers advisory services based on model recommendations managed by third-party asset managers.

Jeffery Boland is a financial advisor at Edward Jones in Englewood, Ohio, holding a Series 63 designation with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust offerings and securities-based lending.

Benjamin Marcum is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he served as head defensive coach for SOUL Lacrosse LLC and has experience coaching at Springboro High School. Outside of finance, he has been involved in lacrosse coaching and youth sports activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mark Waltersheide is a financial advisor with Wells Fargo Clearing in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lawrence Pohl is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he serves as an office manager for a regional vice president and is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven investment strategies and third-party asset managers.

Dennis Eck is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1981 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Gregory Jedding is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Flick is a Series 66-licensed financial advisor with LPL Financial, based in Dayton, OH, and has 12 years of industry experience. Prior to joining LPL Financial in 2025, he spent over a decade with Wright-Patt Credit Union and Cuso Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Khosla is a financial advisor at Morgan Stanley in Beavercreek, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Centerville City Schools and attended DePauw University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process utilizing firm-approved tools and offers various investment and planning solutions through its extensive platform.

Nicholette Thiesing is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and its application of AI and large language models in research.

Amy Allen is a financial advisor at Edward Jones in Beavercreek, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at The Sage Life Coach, Tailored Management, Leidos, and the University of Dayton Research Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Tanyike Freeman Smith is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and with 11 years of industry experience. She has been with Primerica Advisors since 2015 and was previously associated with Primerica Financial Services starting in 2014. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program for individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

William Shufflebarger is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He has worked with OSAIC since 2018 and previously spent three years at Signator Investors, Inc. Additionally, he operates Signature Financial Group, LLC, where he conducts investment and insurance business. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct tailored portfolios across various investment types.

Robert Fortman II is a Series 66 licensed financial advisor with Edward Jones, based in Dayton, OH. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Brandon Fourman is a CFP® professional with seven years of industry experience and is currently with LPL Financial in Centerville, OH. His prior roles include positions at Westminster Financial Securities, Inc. and Wright State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm provides a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, and access to third-party asset managers.