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 at Beavercreek City Schools as well as operated a personal blog, Jen Finds the Good, where she served as a content creator. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Nathan Bracci is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley since 2023, including a role at Morgan Stanley Private Bank, N.A. since 2024. Prior to joining the firm, his background includes various positions outside the financial industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Justin Kattau is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors L.L.C., PNC Wealth Management, Waddell & Reed, and Fidelity. Outside of advisory services, he is the vice president of K and M Acres, a farming business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions focused on diversified portfolios and long-term results.

Melissa Smith is a financial advisor with UBS Financial Services in Springboro, Ohio. She holds a Series 66 designation and has 22 years of industry experience, having been with UBS since 1997. Outside of her advisory role, she serves as a Notary Public and is involved with a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Beverly Schmitt is a financial advisor with Raymond James & Associates in Centerville, OH, holding a Series 63 designation and 37 years of industry experience. She has worked with Raymond James since 2019 and previously spent ten years with Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing risk profiling and software-driven analyses to develop tailored plans.

Luke Neff is a financial advisor with LPL Financial in Kettering, Ohio, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at PNC Wealth Management and Cuso Financial Services, LP. He is also involved with Day Air Credit Union, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amanda Salcedo is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. She previously worked at Stevens & Associates LLC from 2015 to 2024 and has been affiliated with Stevens Investment Group Inc since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

James Dempsey III is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and affiliated entities since 2006, including prior roles at The Huntington Investment Company and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations, often including ESG considerations.

Melinda Hannah is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard nationwide.

Erin Doherty is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2013 and has concurrently worked at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Kirkland is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2005. He brings 26 years of industry experience, including prior work with Cambridge Investment Research, Inc. Outside of his advisory role, Kirkland has operated as an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, proprietary model strategies, and access to third-party advisers.

Kyle Sweeney is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work history includes roles at Fidelity Investments, Citi, and Bank of America. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by its integrated operational structure and centralized services.

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 with Cambridge Investment Research, Inc. since 2009. Outside of advisory services, she serves as a notary and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base.

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.

James Blalock is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

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.

Heidi Bringhurst is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. She has 20 years of industry experience and has been associated with Cambridge and its affiliated entities since 2005. Bringhurst is also involved with Preferred Planning Associates as an advisory representative. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides a variety of platforms and proprietary model strategies for client accounts.

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 Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Huntington Bank and Citibank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on written asset allocation, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.