Bart Metzler is a CFP® with 28 years of experience in the financial services industry. He has been with Ameriprise since 1998, currently serving as an advisor in West Chester, OH. Outside of his advisory role, Metzler owns and operates Metzler Enterprise, a business installing home security and camera systems. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support to provide tailored retirement-income solutions.

Jacob Goubeaux is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Buckeye Ag Testing and has been involved in family farm operations and hospitality roles, including at Timothy's Bar and Grill since 2022. Outside of finance, he has hands-on experience in agriculture and bartending. 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Forest Moses is a CFP® professional affiliated with OSAIC in Dayton, Ohio, with 40 years of industry experience. He has worked at FSC Securities Corporation for 32 years and has been involved with Smith, Moses & Co., LLC for 35 years. Outside of his advisory roles, he is associated with SGM Agency, Inc., which recommends fixed annuities, term life insurance, and long-term care products. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Anthony Schock is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Baird since 2019, following a 14-year tenure at UBS Financial Services Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients through a combination of consulting and portfolio management services tailored to client goals and risk tolerances.

Donald Mcclurg is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and United Advisors. Outside of his advisory work, he owns and operates a condo rental business in Cincinnati. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Davis is an Investment Consultant at Fidelity Investments, where he has been employed since 2026. In his role, he partners with clients to create financial plans tailored to their individual goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Relationship Manager at the same firm from 2019 to 2022. Andrew's professional experience includes positions at Chase Bank as a Private Client Banker from 2017 to 2019 and a Relationship Banker from 2014 to 2017. He also worked as a Client Service Specialist at Compass Financial Group from 2012 to 2014, and as an Agent at Primerica Financial Services from 2005 to 2010. He holds a California Insurance License. Outside of his professional career, Andrew enjoys family activities, golf, outdoor adventures, running, and traveling.

William Hennessy is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 and Series 63 designations and has prior experience at Fidelity Investments. Outside of finance, he has been involved with several food service businesses, including Crowley's Highland House Cafe and Angie's Restaurant and Pizzeria. J.P. Morgan Securities LLC 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.

Matthew Richardson is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2020 and previously worked at David Bodnar Advisors, LLC and Triad Advisors Inc. Outside of his advisory work, Richardson has involvement with Richbrook Homes LLC, a home-based business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Kristen Makari is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2016. Outside of her advisory role, she serves as a notary for Hamilton County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management supported by model portfolios and research.

Tyler Smith is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Bankers Life, CNO Services LLC, and Family First Life. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Matthew Wissman is a financial advisor with Ameriprise in Hamilton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Wissman serves on the Badin High School Investment Committee and operates his own financial planning business, BFM & Associates, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Grubb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with clients’ individual financial situations and goals. His approach involves gaining a thorough understanding of each client and their family, then tailoring a flexible financial plan responsive to evolving needs and market conditions. John also offers access to Merrill’s investment insights and the banking services of Bank of America to address comprehensive aspects of clients’ financial lives. John's expertise includes divorce transition planning, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, and retirement income. He holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor’s degree from Miami University. In addition to his professional role, John follows the tradition of community engagement at Merrill and spends time volunteering with local organizations. His personal interests include biking, fishing, golfing, running, scuba diving, skiing, soccer, surfing, swimming, and tennis.

Samuel Taylor is a financial advisor with LPL Financial in Centerville, OH, holding a Series 66 license and three years of industry experience. His prior roles include positions at PNC Bank, PNC Investments, Wright-Patt Credit Union, and CUSO Financial Services. He is also involved in a retirement solutions business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technology-driven strategies.

Gary Johnson is a financial advisor with Ameriprise in Dayton, OH, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2010 and also owns a tax preparation business operating since 1983. Ameriprise is an institutional firm offering a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendation reports.

Mark Stusek is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Springboro, Ohio. He has 15 years of industry experience and has been with J.P. Morgan entities since 2016. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Grubb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients' individual goals and financial situations. His approach includes comprehensive planning that adapts to changing market conditions, utilizing the investment insights of Merrill and the banking and lending solutions of Bank of America. John’s client focus areas include divorce transition planning, family wealth management strategies, services for defined benefit plans, legacy planning, personal retirement planning, and retirement income. He holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned his bachelor’s degree from Miami University. In addition to his professional work, John participates in community service consistent with Merrill’s tradition of local involvement. His personal interests include biking, fishing, golfing, running, scuba diving, skiing, soccer, surfing, swimming, and tennis.

Joe Simpson is a financial advisor with Primerica Advisors, holding a Series 63 designation and 15 years of industry experience. His prior work includes roles at Huff Realty, Infosys, Sibly Cline Realtors, and Pfs Investments Inc. Outside of advising, he is involved in several entrepreneurial ventures, including founding and managing businesses in construction, IT consulting, and real estate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Adam Ireton is a CFP®-certified financial advisor with Edward Jones, based in Lebanon, OH, with 34 years of industry experience. He has been with Edward Jones for 26 years. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Shane Sauter is an Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to navigate benefits planning, equity compensation, and wealth planning. He collaborates with clients and their families to manage the complexities of company benefits and holistic financial planning. Shane has been with Fidelity Investments since 2014, progressing through roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Associate at Summit Financial from 2010 to 2014. Outside of his professional work, Shane has interests in baseball, cooking and baking, fishing, football, parenthood, and swimming.

Adam Bowling is a financial advisor with Thrivent Investment Management in Miamisburg, Ohio. He holds a Series 66 designation and has six years of industry experience. His prior work includes positions at Thrivent Financial, Jeff Wyler Auto Family, and several religious and publishing organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm combines planning and managed-account services through a consolidated billing option called “WealthPlan,” while maintaining these services separately.