Robert Bolin is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and previously spent three years at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Bolin serves on the finance committee of St. Luke Catholic Church in Beavercreek, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Joshua Wilson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Thein is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held positions at OneAmerica Securities and American United Life, and previously operated Thein Financial Group for 20 years. Outside of financial advising, he owns a farm and bakery, serves on the Vandalia-Butler Chamber board, and leads several financial and insurance-related businesses. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management services through various platforms and proprietary model strategies.

Jason Pearson is a CFP® with 19 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2007 and is the owner of Oakvest Financial, LLC, a financial services firm. Additionally, he serves as an account clerk for the City of Dayton's Water Department and owns Oakvest Tax Services, a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program structures and custodial relationships.

Sydney Dixon is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, Dixon worked at Germain Honda of Beavercreek and the Beavercreek School District. Outside of Ameriprise, Dixon is also an associate financial advisor with Beyond Wealth Advisors LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering comprehensive, research-driven recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Aaron Jobson is a financial advisor with Edward Jones in Beavercreek, OH, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including five years with Ohio Conference prior to joining Edward Jones in 2018. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Thompson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at several firms, including Wright-Patt Credit Union and CUSO Financial Service, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by research and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Carl Davey is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Financial Representative, and Investment Solutions Representative. Carl focuses on building long-term relationships with clients and their families by gaining a deeper understanding of their priorities. He partners with clients to develop and implement customized financial plans tailored to their individual needs. His experience encompasses a range of roles within Fidelity Investments, reflecting a commitment to client-focused financial consulting.

Gerald Wolf Jr. is a financial advisor with OSAIC in Dayton, OH, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with OSAIC since 2024 and has prior experience at Fortis Investors, Inc. dating back to 1995. In addition to his advisory work, he owns a sole proprietorship focused on insurance products and another business preparing and filing tax returns. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization.

David Trimmer is a CFP® with 23 years of experience and has been with Edward Jones since 2003. He is based in Fairborn, OH. Outside of his advisory role, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Kayla Buehrer is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has previously worked at Parfitt & Associates, LLC, as well as in various roles outside finance including positions at UPS and the Athens County Sheriff's Office. Buehrer serves on the Tipp City Design Committee, which focuses on improving and maintaining the appearance of the downtown area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

James Cox is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Tool Testing Lab, Inc. and Wittenberg University. Outside of his advisory role, Cox serves as an assistant coach for offensive and defensive lines at Vandalia Butler Schools, supervising weight room activities and training. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Devon Walton is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity Investments since 2021, including Investment Consultant and Workplace Planning Consultant. Prior to that, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Devon has focused on building trust and long-term partnerships with clients. He emphasizes understanding client goals, simplifying complex financial decisions, and creating clear strategies to achieve financial security. No additional education, credentials, personal interests, or community involvement have been provided.

Jordan Peterson is a financial advisor with Edward Jones in Vandalia, Ohio, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked with Edward Jones since 2016. 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 offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Salisbury is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2017, with prior roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Eric Powell is a CFP® professional with 16 years of experience in financial advising. He is currently with LPL Financial and has previously worked at KB&P Financial Partners, Cadaret, Grant & Co., Inc., and Baker Krizner Financial Planning. Outside of advisory work, he is a business owner involved in operating Ole Brick Tavern LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies and technology tools, and supports a network of over 22,800 advisors.

Lauren Morgan is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Raymond James Financial Services and UBS Financial Services. Outside of her advisory role, she is involved in managing two investment-related LLCs. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on tax-aware withdrawal strategies and dependable income sources. The firm’s approach integrates proprietary research and third-party data within a defined investment framework tied to its affiliated product ecosystem.

Dennis Brun is a financial advisor at Osaic Wealth Inc with a Series 66 designation and three years of industry experience. Prior to joining Osaic, he worked at Stifel Independent Advisors for three years and spent 28 years at Archbishop Carroll High School. He is also the owner of a landscaping business. Osaic Wealth serves a diverse clientele including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Lisa Drahman Wicks is a financial advisor with LPL Financial in Kettering, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior work includes roles at Day Air Credit Union, Cuso Financial Services LP, Ameriprise Financial Services, Wells Fargo Advisors, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She serves on the board of the American Legion in Dayton. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, supported by a large network of advisors and comprehensive operational tools.

Melinda Koehler is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining UBS in 2018, she worked at Merrill for 14 years. 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, supported by proprietary research and a broad platform of capital markets solutions.