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.

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.

Ryan Beach is a financial advisor at Edward Jones in Xenia, Ohio, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Michael Beard is a financial advisor at Edward Jones in Beavercreek, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Jorden Rhodes is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Prior to joining Edward Jones in 2026, Rhodes worked at Morgan Stanley, Merrill, Wells Fargo Clearing Services, and Fidelity Brokerage Services. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

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.

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.

Niasha Piper is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. Outside of finance, she owns and operates two small businesses focused on cosmetics instruction and e-commerce sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their non-discretionary program offers written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and utilizes a combination of quantitative and qualitative research.

Collin Crowe is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jeff Wyler Automotive Family from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

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.

James Ghory Jr. is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Ghory serves on the investment committee for Catholic Social Services of the Miami Valley, a community organization focused on disaster relief and humanitarian aid. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and a range of investment services managed through firm-approved tools and analysis.

Carson Zimmer is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and the University of Dayton. He is also involved with DayAir Credit Union. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Jerald Butts is a financial advisor with LPL Financial who holds a Series 63 designation and has 25 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. before joining LPL Financial, where he has been since 2009. He is also involved in an investment-related business in Beavercreek, Ohio, operating under the name 3 POINT WEALTH STRATEGIES. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Dylan Clark is a financial advisor with Equitable Advisors in Centerville, OH, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Legend Web Works and has been involved in multiple business activities, including ownership of Gem City CrossFit DBA Altered Gym and support staff at Timothy's Bar. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a client-centered approach that includes risk assessment and matching to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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.