Joshua Meyers is a financial advisor at Edward Jones in Franklin, OH, with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. His prior roles include positions at Logik, Bank of America, Merrill, and LA Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Amanda Perkins is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Cincinnati, OH. She has been with Charles Schwab & Co., Inc. since 2009 and Charles Schwab Bank since 2014. Outside of financial advising, she is involved in retail sales of beauty and wellness products and participates in in-home nail fashion sales. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering managed-account and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides integrated brokerage, custody, and alternative investment services.

Matthew Miller is a financial advisor at Cetera with 14 years of industry experience. He holds the CFP® and Series 66 designations. Miller has worked with Cetera Wealth Services, LLC since 2013 and operates Miller Financial Advisors and Harlan Miller and Associates, both financial services businesses. He also holds a license to sell fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.

Robert Davis is a financial advisor with Morgan Stanley in Centerville, Ohio, holding a Series 66 designation and 28 years of industry experience. He previously worked at Bank of America and Merrill, with a combined tenure of over 30 years before his current roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, he is the sole proprietor of Roaring Fork Enterprises. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee insights to develop tailored financial plans while serving a broad client base through extensive retail and institutional offerings.

Jennifer Van Horn is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has previously worked in education at Beavercreek City Schools as well as operated a personal blog, Jen Finds the Good, where she served as a content creator. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Nathan Bracci is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2024. Prior to his career in finance, he held various roles including at SOW Plated and Firebirds. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory services to individuals and institutions, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Justin Kattau is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors L.L.C., PNC Wealth Management, Waddell & Reed, and Fidelity. Outside of advisory services, he is the vice president of K and M Acres, a farming business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term results.

Melissa Smith is a financial advisor with UBS Financial Services in Springboro, Ohio. She holds a Series 66 designation and has 22 years of industry experience, having been with UBS since 1997. Outside of her advisory role, she serves as a Notary Public and is involved with a nonprofit organization. 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 integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Beverly Schmitt is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large 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.

Amanda Salcedo is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. She previously worked at Stevens & Associates LLC from 2015 to 2024 and has been affiliated with Stevens Investment Group Inc since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

James Dempsey III is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JP Morgan Chase Bank 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.

Melinda Hannah is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard nationwide.

Erin Doherty is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2013 and has concurrently worked at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Kirkland is a Series 66 credentialed financial advisor with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also affiliated with Cambridge Investment Research, Inc. since 2003. Outside of his advisory work, he has acted as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Kyle Sweeney is a financial advisor with Charles Schwab in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments, Citi, and Bank of America, among others. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Tonya Albright is a financial advisor with Primerica Advisors in Centerville, OH, holding 19 years of industry experience. She has worked with Primerica Financial Services since 2005 and PFS Investments Inc. since 2006. Outside of her advisory roles, she owns The Master's Reflection Salon & Gifts and Albright Enterprise LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap fee structure.

Angela Kirkland is a financial advisor with Cambridge Investment Research Advisors in Centerville, OH, holding a Series 63 designation and 16 years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and has worked with Cambridge Investment Research, Inc. since 2009. Outside of her advisory role, she is a notary and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary model strategies as well as third-party managers across multiple platform arrangements.

James Blalock is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Matthew Miller is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and several other firms during his career. Miller has no reported outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Ian Sellers is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held various positions including roles at the University of Cincinnati and PetSmart. Outside of his advisory work, Sellers is involved in reselling collectible trading cards on eBay. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.