Daniel Winkler is a Series 66-licensed financial advisor with Morgan Stanley in Beavercreek, Ohio, with six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he participates in the University of Dayton’s Flyer Investment Committee and Flyer Angels, where he is involved in equity decisions for the university’s investment fund and performs due diligence on startup companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and a structured planning process.

Jared Jones is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He has been a part of Fidelity since 2021, progressing through roles including Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Jared focuses on providing sound and reliable financial planning, helping clients reach their personal retirement and investment goals through a thorough and client-centered process. His experience encompasses various aspects of financial consulting, with a commitment to business beliefs and values that guide his work. Jared holds an Arkansas insurance license, supporting his role in advising clients. Outside of his professional career, Jared has interests in baseball, comedy, concerts, football, and food culture.

William Thompson is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Private Advisor Group, LLC, StoneX Advisors Inc., and Wrp Investments, Inc. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Whitcomb is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Financial Resource Partners, LLC, where he held roles related to investment and administrative support. Whitcomb also operates an independent insurance agency through Matthew Whitcomb LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers customizable investment strategies through a network of independent professionals and combines proprietary models with access to external strategists.

Alisha Blalock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked for ten years at Adare Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a variety of investment strategies and affiliated financial services under a fiduciary standard.

Jerry Rude is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at Ulteig Engineers, Inc. and Woolpert. He is also the owner and author of The Whitetail Detail, a non-investment-related publication. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Kyle Buehrer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at CGI. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Keith Burnett is a financial advisor with Primerica Advisors in Centerville, OH, holding 17 years of industry experience. He has worked with Primerica Financial Services since 2005 and PFS Investments Inc. since 2012. Outside of advising, he is co-owner of A-1 Complete Services, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Richard Wallace is a financial advisor with J.P. Morgan Securities in Dayton, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He worked at Fidelity Investments for ten years before joining JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Cauley is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. His career includes over three decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning and access to third-party asset managers.

Clare Thielen is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc. and James Capital Alliance, Inc. before joining Fidelity. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

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.

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 at OSAIC with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Fortis Investors, Inc. for over three decades. In addition to his advisory roles, he owns sole proprietorships that provide life and disability insurance services and offer tax preparation and filing. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

David Trimmer is a CFP®-designated financial advisor with Edward Jones in Fairborn, Ohio, bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both 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 with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.