Maximillian Poe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Massachusetts Mutual Life Insurance, Edward Jones, and Fidelity Brokerage Services. Poe also spent seven years at Xavier University. 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 an ESG eligibility framework.

Gary Kozee is a financial advisor with LPL Financial in Brookville, Ohio, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has worked with LCNB National Bank and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Jessica Keys is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Cuso Financial Services, LP for 20 years and has been with Wright Patt Credit Union since 2005. 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 services, and retirement plan consulting, with access to model portfolios, research, and technology-driven investment solutions.

Thomas Gorczyca is a financial advisor with Equitable Advisors in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. His other business activities include various outside insurance carrier appointments with companies such as Medical Mutual, Humana, and Mutual of Omaha. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

John Campbell II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he is a partner in an independent insurance agency and owns a client document organization service. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary models and third-party strategies, with both discretionary and non-discretionary management.

Brandon Harrison is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked for LPL Financial, LLC (Linsco/Private Ledger Corp.) for 23 years before joining Raymond James in 2017. Outside of his advisory role, he serves as a trustee for his family trust and is owner and branch manager of Harrison Wealth Management Group, Ltd. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports a broad network of advisors and affiliated firms.

Ronald Rosenbeck is a financial advisor with J.P. Morgan Securities in Kettering, Ohio, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at JPMorgan Chase Bank and leadership positions in private businesses, including serving as a board member for Car Tune USA Inc. and co-owner of AREA, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, operating on a non-discretionary basis with a centralized due diligence framework.

David Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory services, Hall is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Michael Federle is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to build customized investing and financial planning strategies that align with their goals, utilizing Fidelity's resources to create efficient and effective financial plans. Michael's prior experience includes serving as a Financial Consultant at Charles Schwab from 2017 to 2025, a Branch Manager at Scottrade from 2016 to 2017, and an Investment Advisor at Fidelity Investments between 2013 and 2015. This background has provided him with a broad perspective on investment management and client service. Outside of his professional responsibilities, Michael enjoys boating, fishing, fitness, football, golf, and traveling.

Neil Nehring is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Nehring serves as co-chair of the Tipp City Rotary Club Service and is a trustee of the Nehring Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Jakob Cox is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jennifer Fox is a financial advisor with Ameriprise in Springboro, OH, holding a Series 66 credential and 20 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank for a combined total of 14 years. Fox serves on the board of Family Services, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Derrick Petry is a CFA® charterholder affiliated with LPL Financial and has over 26 years of industry experience. He previously worked at Fifth Third Bank from 1999 to 2025 before joining LPL Financial in 2026. 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, and brokerage services with both discretionary and non-discretionary management options.

James Priest is a financial advisor with Cetera in Dayton, Ohio. He holds a Series 66 designation and has 22 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. He serves as power of attorney for an immediate family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party model portfolios and investment strategies.

Robert Schaefer is a financial advisor with Mass Mutual Investors Services in Dayton, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following an 11-year tenure at METLIFE Securities Inc. Outside of his advisory role, he is also an insurance agent specializing in individual life, disability, long-term care, and fixed annuity products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved tools and also conducts educational seminars, with a focus on ongoing client relationships.

Stacia Kerlin Welch is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 28 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

John Glueckert is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 49 years of industry experience. He previously worked at Bank of America and Merrill, accumulating 30 years at those firms before joining Morgan Stanley in 2019. In addition to his advisory role, he serves as an arbitrator for FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools like Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Ann Wilson is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fifth Third Securities and CUSO Financial Services, LP. Outside of her advisory role, she is involved with WPCU Retirement Solutions affiliated with LPL and has a real estate rental business with a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

David Hahn is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wright-Patt Credit Union, CUSO Financial Services, Freeman Heyne Toma, LLC, and Cetera Advisors LLC. In addition to his advisory work, he is involved with WPCU Retirement Solutions, a related business entity. 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, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Joshua Pavon is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and its predecessor since 2011. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Windsor Square Condo Association and is the founder and president of Haste the Day, a nonprofit organization. He also facilitates Dave Ramsey’s Financial Peace classes at Centerville Christian Fellowship Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written retirement income recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies.