Stephen Shope is a financial advisor with Edward Jones in Huber Heights, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after 11 years at Selecttech Services Corporation. He has no prior industry experience outside of his current role. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jessica Thacker is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Huntington Investment Company and CODE Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brittany Deweese is a financial advisor with Cambridge Investment Research Advisors in Centerville, OH, holding a Series 66 designation and nine years of industry experience. She has worked extensively with Cambridge Investment Research entities since 2016, as well as with S & D Capital. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Craig Couch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Citizens Securities, The Huntington Investment Company, LPL Financial, FirstMerit Bank, and Edward Jones. Outside of his advisory work, he serves as a play-by-play announcer for Elyria Lorain Broadcasting Co. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Brian Smith is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2011, with prior experience at Securities America and Investment Advisors International. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research assistance.

John Milo is a financial advisor with LPL Financial in Dayton, Ohio, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes positions at Telhio Credit Union, Waddell & Reed, and U.S. Bancorp Investments. Outside of financial advising, he is involved with Adventure Therapy Travel LLC, a part-time travel agency. 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 using various model portfolios, third-party subadvisors, and operational tools, supporting over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Saad Sabri is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2013, progressing through various roles including Full Trader, Investments Solutions Representative, Retirement Solutions Representative, Retirement Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2025. Throughout his tenure, Saad has worked closely with clients and families to develop and implement financial plans, with a focus on wealth planning and addressing risks that may impact financial goals. He is committed to providing financial services tailored to diverse investor needs under the Fidelity brand. Outside of his professional role, Saad has interests in the beach, parenthood, and traveling.

Michael Cozad is a CFP® professional with 16 years of industry experience. He is currently with Osaic Wealth and has previously worked at FSC Securities for 13 years. Cozad is also involved with Smith, Moses & Cozad, LLC, where he has served since 2007, providing financial planning and investment management services. Additionally, he holds a leadership role as Vice President and Treasurer at Smith Cozad, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

Robert Scarfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at Wright-Patt Credit Union and Cuso Financial Services for over two decades. 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, third-party asset management, and institutional platforms.

William Furay is a financial advisor at Primerica Advisors with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has prior experience with the Great Dayton Surgery Center and the Orthopedic Institute of Dayton. Furay also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing, operating with approximately 3,700 advisors and $15.5 billion in assets under management.

Kelly Ryerson is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been affiliated with Edward Jones since 2006. Outside of her advisory role, Ms. Ryerson is a caregiver providing in-home care services in Troy, Ohio. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Samuel Williamson is a Series 66-licensed financial advisor with Raymond James Financial in Dayton, OH, bringing four years of industry experience. His prior work includes roles at Raymond James & Associates and experience outside finance at companies like Doordash and La Comedia. He also operates Williamson Wealth Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm’s approach involves non-discretionary planning tailored to client goals, employing risk profiling and analytical tools to support investment decisions.

John Sagraves is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with LPL Financial since 2025 and concurrently works at Wright-Patt Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Adam Hendricks is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is the sole proprietor of a property management business in Xenia, Ohio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Ryan Schebo is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 designations. He has 12 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Cory Allen is a financial advisor with Cetera in Dayton, OH, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and currently serves as head varsity baseball coach at Archbishop Alter High School. He is also involved with The Allen Family Company, managing funds as its owner. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large independent advisor network. The firm offers a range of portfolio management, financial planning, and consulting services, operating as a multi-manager platform that enables advisors to implement various investment strategies across multiple program structures.

W. James Steen is a CFP®-designated financial advisor with 45 years of industry experience. He is currently affiliated with Cetera and Prosperity Advisors, LLC and has held roles at Dayton Wealth Management, LLC and Petra Financial Solutions, Inc. He owns a tax preparation business and serves as a financial professional at Peak Advisory Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and retirement services.