Kyle Poland is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an assistant swim coach at the YMCA of Greater Dayton. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Hall is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in the beverage and distribution industries, including roles at Boston Beer Company and Heidelberg Distributing. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Ryan Martini is a financial advisor at Equitable Advisors with 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. Martini also serves as the power of attorney and executor for his mother’s trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage/insurance channels to support client recommendations.

Emily Myers is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following prior roles at UBS Financial Services, Wright State University, City of Englewood, and Tractor Supply Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

David Wilkins is a financial advisor with Ameriprise in Centerville, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

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.

Yuh Chen Yu is a financial advisor at Edward Jones in Kettering, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Yu worked at Door Dash and PNC Bank, and has been involved with CBY LLC since 2017. Outside of advisory services, Yu participates in rental property management through involvement with CBY Investments LLC and Cotton Bailey Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a significant national presence, maintaining approximately 23,701 financial advisors and $1.01 trillion in assets under management.

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 with Beavercreek City Schools. Outside of her advisory role, she is the owner and content creator of the blog "Jen Finds the Good." Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

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 16 years of industry experience. He has held positions at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. Outside of his advisory role, he serves as Vice President of a farming business. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Melissa Smith is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 1997. Outside of her advisory role, Smith serves as a Notary Public. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Beverly Schmitt is a financial advisor with Raymond James & Associates in Centerville, OH, holding a Series 63 designation and 36 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James in 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Luke Neff is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2025 and previously spent ten years with CUSO Financial Services and eleven years with Day Air Credit Union. He is also involved with Day Air Wealth Management Group. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting.

Erin Doherty is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013 and concurrently with Bank of America, N.A. since 2018. Merrill provides managed account services to 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, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

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.

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.

Jane Vesoulis is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She collaborates with families and individuals to organize assets and develop comprehensive financial plans. Jane emphasizes building trusted relationships over time, adapting investment strategies in response to evolving priorities, legislation, markets, and technology. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2015 to 2018, Financial Adviser at JP Morgan Chase from 2013 to 2015, Financial Adviser at National Bank and Trust Co from 2012 to 2013, and Vice President at The Fifth Third Bank from 1988 to 2011.