Amy Shreve is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, she was self-employed as a coach, providing virtual coaching calls primarily to pastors and nonprofit leaders in Illinois. She also worked with the Illinois Great Rivers Conference of the UMC from 2016 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a national network of over 23,000 financial advisors and 15,000 branch offices.

Griffin Meyer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Park Avenue Securities, Guardian Life Insurance Company, DLAK Wealth Advisors, JPMorgan Chase, and Topshelf Shots Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heidi Bringhurst is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and has been associated with Cambridge Investment Research, Inc. and Preferred Planning Associates since the early 2000s. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing both proprietary and third-party strategies across multiple platform arrangements.

Jodi Stevens is a financial advisor with LPL Financial in West Chester, OH, holding a Series 66 license and 4 years of industry experience. She has been involved with Stevens Insurance Agency, LLC and Stevens & Associates, LLC for over a decade, where she serves in roles including CPA and insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes multiple platforms and advisory tools.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Huntington Bank, and Citibank. 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.

Lee Schierloh is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Shannon Friend is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and was involved with Monroe Presbyterian Church for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Sandra Higgins is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Montgomery Milburn Jr. is a financial advisor with J.P. Morgan Securities in West Chester, OH, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has worked at various JPMorgan entities since 2016 and was briefly involved with Crescent Cov Properties, LLC. 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.

Ryan Schroeder is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Outside of finance, his background includes roles in education and the hospitality industry. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Joshua Miller is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked in various roles at Edward Jones since 2021. Outside of his advisory work, Miller serves as a part-time wrestling coach for Edgewood City Schools and has a background role in acting and modeling. Edward Jones is a full-service wealth management firm that serves individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michelle Gudorf is a financial advisor with UBS Financial Services in Miamisburg, Ohio. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Gudorf has been with UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing clients access to model-based asset allocations, proprietary research, and a range of capital markets services.

Chris Landis is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously spent 15 years at PNC Investments before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes structured discovery and firm-approved tools, without providing individual security recommendations as part of standalone plans.

Mark Koogler II is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of around 23,701 advisors and 15,121 branch offices. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Joshua Pfeiffer is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. In addition to his advisory role, Pfeiffer lectures on Financial Strategies for Successful Retirement at the University of Dayton. 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 offerings. The firm employs proprietary research and model-based asset allocations to customize financial plans according to clients’ goals and risk tolerances.

Daphne Warner is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and previously worked at PNC Investments for 11 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured assessment tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Travis King is a financial advisor with Robert W. Baird & Co. in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at UBS Financial Services for 19 years before joining Robert W. Baird in 2019. Outside of his advisory role, he is an owner and member of Design Properties - Soraya Farms, LLC. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of investment strategies.

Matthew Beck is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and currently operates several financial services businesses, including Peak Advisory Group and Prosperity Advisors, LLC. Beck also has involvement in tax preparation referrals through Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Kevin Duffin is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at firms such as Marsh & McLennan Agency, MMA Securities LLC, and Summit Brokerage Services Inc. He serves on the board of directors for the USO Central & Southern Ohio nonprofit organization. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies, supporting over 10,000 advisors and approximately 800,000 clients.

Donald Reynolds Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held various positions within Morgan Stanley and its private bank subsidiary since 2014. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.