Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Wright-Patt Credit Union and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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.

Kaitlyn Stuckert is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for five years. Early in her career, she was involved with several community organizations including the Wilmington-Clinton County Chamber of Commerce and Energize Clinton County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Edward Wood is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. His career includes roles at Metlife Securities, MSI Financial Services, MetLife Investment Fund Services, and Valic Financial Advisors. He also maintains an individual life insurance agent role with Metlife/Brighthouse. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved analytical tools to deliver tailored recommendations.

Daniel Griffith is a CFP® professional with eight years of experience in the financial services industry. He is currently affiliated with OSAIC and has prior experience at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating training programs and overseeing athlete progress. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and various management strategies supported by risk-tolerance assessments and rebalancing tools.

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.

Jose Rodriguez is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., and Citigroup Global Markets. In addition to his advisory role, Rodriguez is president of Rodriguez Financial Strategies, LLC, where he offers fixed insurance products, and he serves on the advisory board of Creek Technologies. He also engages as a paid speaker on financial planning and Hispanic cultural topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple management strategies supported by a complex affiliate network and private-equity ownership.

Philip Gallagher is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has been with LPL Financial since 2018 and previously worked at ValMark Advisers, Inc. and ValMark Securities, Inc., as well as New England Securities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Shannon Blair is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, following four years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Jay Culbertson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with offerings that incorporate ESG considerations and broader derivatives capabilities.

Jeffrey Hochwalt is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at VOYA Financial Advisors and Cetera Advisors. Outside of his advisory work, he owns a photography business and is involved in college planning services. Cambridge Investment Research Advisors serves both individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base, providing access to multiple platforms, custodians, and proprietary model strategies.

Hannah Steinke is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation and six years of industry experience. She has worked with Ameriprise since 2015 and has a background that includes studies at Wright State University from 2017 to 2021. Outside of her advisory role, she is a co-owner of Austria Wealth Advisors, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Heather Abshear is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2016. 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 within a non-discretionary advisory framework.

Jacob Goubeaux is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial advisory services to clients within this capacity. Jacob earned his Bachelor's Degree from the University of Dayton. Further details about his experience, areas of expertise, or personal interests were not provided.

Forest Moses is a CFP® with 40 years of industry experience. He is currently with OSAIC, where he has worked since 2023, following a 32-year tenure at FSC Securities Corporation. He is also associated with Smith, Moses & Co., LLC, active since 1991. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a broad range of brokerage and advisory services supported by a model-based investment process. The firm is notable for its scale, complex affiliate network, and multi-advisor platform.