Rachel Buckingham is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2019, with additional prior roles including positions at The Ohio State University and Beavercreek Schools. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Nathan Marchal is a financial advisor with Ameriprise in Miamisburg, Ohio, holding 17 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a real estate business, NRM Real Estate, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brett Bartlow is a financial advisor with Equitable Advisors in Centerville, OH, holding a Series 66 designation and with 21 years of industry experience. He has been with Equitable Advisors since 2005, including the period when the firm operated as Axa Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Ryan Harrison is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 credential and has worked both within Raymond James and at Harrison Wealth Management Group, Ltd. Outside of finance, he operated a lawn and landscape business for six years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary approaches supported by analytical and risk-profiling tools and offers specialized advisory programs such as SIMPLE IRA Employer Advisory services.

Zachary Weber is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to joining Baird, his work history includes roles at Dorothy Lane Market, Winsupply, and DoorDash. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Michael Smith is a financial advisor with Morgan Stanley in Centerville, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kevin Snell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is a minority shareholder in Sander Brewery. Raymond James & Associates is a large, 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Fellers is a financial advisor with Cambridge Investment Research Advisors and holds over 40 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., INVEST Financial Corp., and Southeast Investments, N.C. Inc., as well as operating his own firm, Fellers Financial Concepts, since 1978. He serves as a board member for Kairos Prison Ministry, a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, providing both discretionary and non-discretionary strategies across various platforms.

Stephanie Kelly is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

David Kay is a financial advisor with LPL Financial in Dayton, OH, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at LPL Financial since 2009 and has been associated with Mutual Service Corporation since 1999. Additionally, he operates a DBA business known as The Advisory Group in Dayton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various portfolio management solutions.

Gary Scott is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. His prior work includes roles at E*TRADE Securities LLC, Woodbury Financial Services, and Oppenheimerfunds. He is currently associated with Upstream Tax Partners in a tax preparation and accounting capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services and incorporates model portfolios, third-party research, and various portfolio management strategies.

Nathan Shoup is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he also works part-time as a food truck chef. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Randolph Byrd is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory solutions including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and affiliated banking programs.

John Anderson is a financial advisor with Raymond James Financial in Dayton, OH, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Riegel Financial and Raymond James Financial Services, Inc. Since 1998, he has also been active as a freelance musician performing with regional orchestras and churches. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client decision-making.

Alan Vest is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and five years of industry experience. He has been with UBS since 2019. Prior to this, he was affiliated with Wright State University. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to client goals and risk tolerances.

Amanda Priaulx is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 65 and Series 63 licenses and has been with UBS in various capacities since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

C Anderson is currently the Senior Resident Director at Merrill, where he has been employed for over 30 years. He holds the position of Managing Director and Wealth Management Advisor and has served in various roles including Financial Advisor Training Coordinator and Sales Manager at the Dayton office. He completed both his Bachelor's and Master's degrees at Ohio University in Athens. Prior to his tenure at Merrill, he was a PJ Boatwright Intern with the United States Golf Association and served as the Assistant Executive Director of the Florida State Golf Association. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, C Anderson has participated in coaching golf and basketball programs at Incarnation School and currently serves as the voice of the Alter Knights Football Team. He resides in Washington Township with his wife, Liz, and their three children, Kate, Claire, and Charlie.

Garry Rutledge Jr. is a financial advisor with Ameriprise in Middletown, OH, holding a Series 63 designation and 38 years of industry experience. He previously worked for Cambridge Investment Research Advisors, INC from 2006 to 2023. Outside of his advisory role, Rutledge is involved in real estate development and insurance brokering, including business ownership related to home building and property management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Stephen Wray is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 21 years of industry experience. He worked at Edward Jones from 2005 to 2017 before joining Raymond James in 2017. Outside of advisory work, Wray serves on the boards of the Kiwanis charitable organization in Springboro, OH, and the YMCA in Coffman, OH. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public-finance advisory services uncommon among large institutional advisors.

Robert Ptacek Jr. is a financial advisor with LPL Financial in Centerville, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. from 2007 to 2018. Outside of his advisory role, he is president of RPM Capital, where he provides tax preparation and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management options supported by in-house and third-party research.