Todd Evans is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2012. He holds Series 63 and Series 65 licenses and is based in Centerville, Ohio. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Karl Kessler is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, Kessler serves on the Board of Directors for Lebanon Ultimate Frisbee and Hope Church, and he is involved in community activities such as coordinating evening programs at Camp Joy and announcing soccer games for Lebanon City Schools. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Curtis Uhlenhake is a CFP® professional with two years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Corient and has held various roles including at The Ohio State University and St. Henry Schools. Outside of his advisory work, Curtis officiates basketball games for local junior high and high schools. 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 supports a broad network of advisors with analytical tools and programs that incorporate technology and risk profiling.

Thomas Myrick is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. He holds the Series 66 designation and acts as Vice President of The Referral Group in Cincinnati, overseeing referral tracking and reporting. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

Bhavna Singh is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Key Bank from 2020 to 2023. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Van Simaeys is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, he teaches part of a Financial Strategies for Successful Retirement course at the University of Dayton and is involved with Big Brothers Big Sisters Miami Valley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and offers diverse services including portfolio management and capital markets activities.

Geneva Beard is a financial advisor with Primerica Advisors, holding 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995 and has concurrently worked with Graceworks since 2014. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers advisory services based on model recommendations managed by third-party asset managers.

Barbara Luttrull is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she serves as an executor and co-executor for estates, handling estate administration in Dayton, Ohio. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies supported by its Global Investment Committee.

Cassandra Nelson is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 and capital markets solutions through its global platform.

Braden Miller is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JP Morgan Securities LLC, OneAmerica Securities, and Northwestern Mutual Investment Management. Outside of his advisory work, Miller has part-time experience as a food delivery contractor for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Christopher Garrity is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, JP Morgan Securities, and Bridgepoint Education. Outside of his advisory role, he serves as president of the board of trustees for Clothes That Work, a nonprofit organization focused on preparing individuals for employment success. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Kurtis Campbell is a financial advisor with Cetera in Springboro, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms including Avantax and Pohlman, Talmage, Brown & Campbell CPAs, where he is a partner offering accounting, tax, and consulting services. Campbell also serves as treasurer on the board of One Family Church of Dayton. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party money managers.

Dennis Eck is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1981 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Gregory Jedding is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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, distribution, and investment management capabilities.

Timothy Ippisch is a CFP® and ChFC® credentialed advisor with Raymond James Financial, based in Dayton, OH, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of advising, he is a partner and silent investor in a local restaurant group and holds ownership interests in several business and real estate ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor strategies to client goals, supporting implementation through its advisory programs and other providers.

James Collins is a financial advisor with Ameriprise in Germantown, OH, holding a Series 66 designation and having 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Kevin Dunn is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Kevin brings extensive experience in portfolio management and client services within the investment industry. Prior to his current role, he served as a Senior Portfolio Specialist and Portfolio Specialist at Fidelity's Portfolio Advisory Services (PAS) from 2014 to 2020, and as a Client Management Representative at PAS from 2013 to 2014. His earlier experience includes serving as Vice President of Investments at Richfield Orion International in 2013 and at vFinance Investments, Inc. from 1997 to 2012.

Christopher Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial strategies to individuals and business owners, focusing on client-centered wealth management that combines personal attention with the resources of a leading global financial firm. His areas of expertise include college education planning, family wealth management strategies, portfolio management services, individual and corporate investment strategy, and retirement income. Christopher is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Miami University. Before joining Merrill, he worked as a Senior Account Manager in the logistics and third-party logistics industry at C.H. Robinson in Cleveland, Ohio. He resides in Beavercreek, Ohio, with his wife Sandra and their two daughters. Outside of work, he stays active through running, biking, and recreational sports, and is involved in community volunteer activities.

Brett Derrow is a financial advisor with Edward Jones in Bellbrook, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 19 years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Donna Lynn is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following a long tenure at JPMorgan Chase Bank, N.A. beginning in 1993. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.