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.

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.

Walter Wilson Jr. is a financial advisor with LPL Financial in Hamilton, OH, holding CFP® and ChFC® designations and possessing 24 years of industry experience. His prior roles include work at Waddell & Reed Inc. and operating his own advisory practice. He has also been involved with community organizations such as the Greater Harrison Rotary and Pathways to Home. 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 broad range of financial planning and investment management services, utilizing a variety of advisory platforms and tools across a large network of investment adviser representatives.

Billy Habermehl is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Dealer Tire, Avery Dennison, and Fifth Third Bank, among others. Outside of his advisory roles, he has been involved with AllSTEM Connections for three years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large national network of advisors and a breadth of affiliated financial services.

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.

Austin Sheehan is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Fidelity Investments, Coca-Cola Consolidated, and the University of Kentucky. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investment program.

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.

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.

William Ciolino is a financial advisor at Charles Schwab based in Cincinnati, OH, holding Series 66 and Series 63 licenses with six years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade, as well as prior positions at DePaul University, Fifth Third Bank, and The National Exemplar. Charles Schwab 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 separately managed accounts, supported by centralized custody and operational infrastructure.

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.

Robert Apple is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including OneAmerica Securities, American United Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he is an agent involved in life insurance sales through Westpoint Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning approaches to deliver tailored financial recommendations.

Edward Buffington is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors and Valic Financial Advisors. He is a senior partner at Washington Park Financial LLC and serves as a board member of the Park Villa Homeowners Association in Denver, Colorado. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and programs delivered through a network of representatives, offering both proprietary and third-party investment solutions.

Ryan Wolff is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he provides comprehensive wealth management strategies and planning. He works with clients across the wealth spectrum, including those focusing on wealth accumulation, retirement planning, and legacy planning. Ryan also supports institutional clients by offering services such as equity compensation consulting and philanthropic planning. He holds both a Bachelor's and a Master's degree in Finance from the University of Dayton and has earned the Personal Investment Advisor (PIA) designation. Ryan applies a planning-focused approach to help clients achieve their specific financial goals through cash flow and liquidity planning, investment management, retirement, and legacy strategies. Raised in Bellbrook, Ohio, Ryan resides in Kettering. He participates in community activities including Habitat for Humanity and JDRF. In his spare time, he enjoys golfing and supporting the Dayton Flyers basketball program, among other interests such as basketball, cooking, football, photography, running, traveling, and woodworking.

Kelly Bramel is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner with Borchers, Bramel, and Associates. She serves clients in the Dayton-Cincinnati area and across the nation, focusing on aligning financial strategies with clients' personal goals and legacy desires. Kelly draws on her extensive experience to provide personalized wealth planning and investment management. Kelly began her career after graduating from the University of Dayton with a Bachelor's degree in finance and marketing, including her role as a founding student member of the Davis Center for Portfolio Management. She spent ten years in the trust department of a major bank before joining Merrill Lynch in 2011. Kelly holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. In addition to her professional work, Kelly serves on the Finance Committee for the West Chester/Liberty Community Foundations and is a member of the Dayton Area Chamber of Commerce. She enjoys spending time with her husband and two sons, often supporting their football, basketball, and baseball activities.

Dwight Mayo is a financial advisor at Edward Jones in Middletown, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Stryker and Worldpay by FIS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network supported by approximately $1.01 trillion in assets under management.

Kristos Pericleous is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2013. Pericleous serves on the Board of Directors for the Clock Tower Office Condominium Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.