Donald Ammon is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Dayton, OH, and has 15 years of industry experience. He has been with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors since 2015. Outside of advising, he serves on the board of the non-profit TCN Behavioral Health Services and acts as treasurer for Xenia Nazarene Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John Chavies is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers a range of financial planning and consulting services with a focus on non-discretionary advisory relationships.

Katherine Kakas is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. 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 combines institutional trading capabilities with wealth management services, providing a wide range of investment products and research-based solutions.

Michael Abbinante is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their long-term goals, drawing on insights from Merrill and banking solutions from Bank of America. His approach emphasizes a comprehensive understanding of each client's full financial picture and the flexibility to adapt to changing market conditions. Michael's expertise encompasses a range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, liquidity management, personal retirement planning, tax minimization, and retirement income. He holds several professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his bachelor's degree from Wright State University. In addition to his professional work, Michael is committed to community involvement and contributes his time volunteering with local organizations, reflecting the Merrill tradition of service in the communities they serve.

Rachel Buckingham is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2019, with additional prior roles including positions at The Ohio State University and Beavercreek Schools. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Nathan Marchal is a financial advisor with Ameriprise in Miamisburg, Ohio, holding 17 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he owns a real estate business, NRM Real Estate, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brett Bartlow is a financial advisor with Equitable Advisors in Centerville, OH, holding a Series 66 designation and with 21 years of industry experience. He has been with Equitable Advisors since 2005, including the period when the firm operated as Axa Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Ryan Harrison is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 credential and has worked both within Raymond James and at Harrison Wealth Management Group, Ltd. Outside of finance, he operated a lawn and landscape business for six years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary approaches supported by analytical and risk-profiling tools and offers specialized advisory programs such as SIMPLE IRA Employer Advisory services.

Zachary Weber is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked at Baird since 2024. Prior to joining Baird, his work history includes roles at Dorothy Lane Market, Winsupply, and DoorDash. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that incorporate both traditional and non-traditional investment strategies.

Michael Smith is a financial advisor with Morgan Stanley in Centerville, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kevin Snell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is a minority shareholder in Sander Brewery. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephanie Kelly is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with UBS Financial Services since 2011. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

David Kay is a financial advisor with LPL Financial in Dayton, OH, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at LPL Financial since 2009 and has been associated with Mutual Service Corporation since 1999. Additionally, he operates a DBA business known as The Advisory Group in Dayton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various portfolio management solutions.

Gary Scott is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. His prior work includes roles at E*TRADE Securities LLC, Woodbury Financial Services, and Oppenheimerfunds. He is currently associated with Upstream Tax Partners in a tax preparation and accounting capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services and incorporates model portfolios, third-party research, and various portfolio management strategies.

Randolph Byrd is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory solutions including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and affiliated banking programs.

John Anderson is a financial advisor with Raymond James Financial in Dayton, OH, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Riegel Financial and Raymond James Financial Services, Inc. Since 1998, he has also been active as a freelance musician performing with regional orchestras and churches. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client decision-making.

David Wolf is a CFP®-designated financial advisor with 10 years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Fidelity Brokerage Services, LLC. Wolf holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research.

Alan Vest is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and five years of industry experience. He has been with UBS since 2019. Prior to this, he was affiliated with Wright State University. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to client goals and risk tolerances.

Amanda Priaulx is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 65 and Series 63 licenses and has been with UBS in various capacities since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

C Anderson is currently the Senior Resident Director at Merrill, where he has been employed for over 30 years. He holds the position of Managing Director and Wealth Management Advisor and has served in various roles including Financial Advisor Training Coordinator and Sales Manager at the Dayton office. He completed both his Bachelor's and Master's degrees at Ohio University in Athens. Prior to his tenure at Merrill, he was a PJ Boatwright Intern with the United States Golf Association and served as the Assistant Executive Director of the Florida State Golf Association. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, C Anderson has participated in coaching golf and basketball programs at Incarnation School and currently serves as the voice of the Alter Knights Football Team. He resides in Washington Township with his wife, Liz, and their three children, Kate, Claire, and Charlie.