Tyler Evans is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Huntington National Bank and involvement with Urbancrest Baptist Church and Vineyard Christian Fellowship. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kailee Hiss is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at FSC Securities and has been involved with Smith, Moses & Cozad, LLC since 2020, where she holds a role that includes meeting preparation, research, and client paperwork. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Shana Sellers Mcelroy is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2018, following seven years at Nationwide Investment Services Corporation. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with organizations including Wright-Patt Credit Union, CUSO Financial Services, and Nationwide. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

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 with Equitable Advisors, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors since 2011, including time at AXA Advisors, LLC, and serves as a board member of the Park Villa Homeowners Association in Denver, Colorado. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

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 in Dayton, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2023, she worked at Merrill from 2018 to 2023. Outside of her advisory career, she has been involved with community-focused organizations such as the Mid-Ohio Foodbank and the Wilmington-Clinton County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edward Wood is a financial advisor with Mass Mutual Investors Services in Dayton, OH, holding 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 11 years at MetLife Securities. Wood is also licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using advanced analytical tools, with optional implementation through separate brokerage or insurance arrangements.

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.

Daniel Griffith is a CFP®-designated financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating programs and monitoring athlete progress. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, high-net-worth individuals, pensions, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to build tailored portfolios.

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 with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Securities America Advisors, Inc. for 15 years. Outside of his advisory role, he is president of Rodriguez Financial Strategies, LLC, where he sells insurance products, and serves on the advisory board for Creek Technologies. He also gives paid presentations on financial planning and Hispanic cultural topics. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Philip Gallagher is a financial advisor with LPL Financial in Centerville, OH, holding Series 65 and Series 66 credentials and 20 years of industry experience. He previously worked at ValMark Advisers, Inc. and Valmark Securities, Inc. He operates a business entity related to his advisory activities. 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, offering a range of advisory programs, financial planning, retirement plan consulting, and brokerage services.

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 credentials and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jeffrey Hochwalt is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been affiliated with Cambridge Investment Research since 2008. Outside of advising, he owns a photography business and operates Financial Resource Partners LLC, which encompasses college planning and other financial services. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a network of independent professionals and provides both proprietary and third-party investment strategies tailored to client objectives across multiple platform arrangements.