Amy Fullenkamp is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has served in the Ohio Army National Guard since 1998. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

Erik Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 32 years of industry experience. He previously worked for CUSO Financial Services, LP from 2014 until 2025. Waldron is associated with GECU Wealth Management, a DBA for his LPL business. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Dawn Henz is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including The Huntington National Bank, Prudential Insurance Company of America, LPL Financial, and Northwestern Mutual. Dawn is based in West Chester, OH. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tristan Boyd is a financial advisor at UBS Financial Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining UBS in 2026, he held roles at W&S Brokerage, Western and Southern Life, and Bankers Life and Casualty. His background also includes diverse work experience in the hospitality and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a futures commission merchant, offering a broad set of capital markets and lending programs.

David Space serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2012 and has been in an advisor role since 2015. David works with clients to develop individualized wealth management strategies, focusing on areas such as education planning, legacy planning, managing new wealth, personal retirement planning, investment strategy for individuals and corporations, and retirement income. David completed the requirements to become a CERTIFIED FINANCIAL PLANNER (CFP) professional in 2021. In addition to the CFP designation, he holds certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from St. Joseph's College. Originally from Long Island, New York, David relocated to Cincinnati in 2015. Outside of his professional work, he volunteers with All Saints and spends time engaged in activities such as boating, bowling, cooking, football, golfing, racquetball, skiing, woodworking, traveling, and time with his family.

Ryan Barnett is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including during its affiliation as Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, offering both proprietary and third-party investment solutions through a network of Investment Adviser Representatives.

Lisa Johnson is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and previously worked at NorthStar. Outside of her advisory role, she serves as a brand ambassador for Plexus Worldwide, selling probiotics and vitamins. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisory oversight to deliver personalized retirement income strategies.

David Scharff is a financial advisor with UBS Financial Services in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he manages personal affairs and medical decisions for his mother under a power of attorney. 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, using proprietary research and asset allocation models tailored to clients’ goals and risk tolerances.

Peter West II is a financial advisor at Charles Schwab with CFP® certification and Series 66 and 63 licenses, bringing five years of industry experience. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, and other firms. Outside of financial services, he is involved with Riviera Luggage LLC as a lead sales associate. Charles Schwab & Co., Inc. serves 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 and discretionary advisory models, leveraging multi-asset portfolios and centralized operational infrastructure.

Christopher Slattery is a financial advisor with Edward Jones in Germantown, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a member of DeSlatt Ventures LLC, a residential rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a broad network of financial advisors and branch offices nationwide.

David Prevo is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2006. Outside of his advisory role, he serves as treasurer for Birdies for Beckett, a charitable foundation focused on raising awareness for Congenital Diaphragmatic Hernia (CDH). UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering a wide range of capital markets and financial planning services.

John Reagan Jr. is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2009. In addition to his advisory role, he lectures and teaches special programs and continuing education at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Mark Henestofel is a financial advisor with UBS Financial Services in Miamisburg, OH, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved with Aileron, a small business consulting and education provider that supports an investment committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

John Stuckey is a financial advisor with Ameriprise in West Chester, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages administrative operations for an LLC that supports a group of Ameriprise Financial Advisors. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Benjamin Humbert is a financial advisor with LPL Financial in West Chester, Ohio, holding a Series 66 credential and five years of industry experience. He has worked at Stevens Investment Group and LPL Financial since 2021, with prior roles in the hospitality sector. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and various operational tools.

Joseph Murdock is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include work with Authentic Counsel, LLC, Sovereign's Capital, and community involvement with the Knights of Columbus. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients and organizations. The firm uses analytical tools including deterministic and probability modeling to tailor non-discretionary planning and investment consulting to client goals.

Erik Fielder is a financial advisor with UBS Financial Services in Miamisburg, OH, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2019, he worked for Frito Lay from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Daniel Christie is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory role, he teaches a section on Financial Strategies for Successful Retirement at the University of Dayton and serves as president of the Wabasso Home Owners Association. He is also involved in youth basketball training through the Athletic Workshop in Dayton, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through a broad platform.

Caleb Stauch is a financial advisor with UBS Financial Services in Miamisburg, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, his work history includes roles in various service and healthcare companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

John Knapke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1984 and works with institutions, foundations, and corporate retirement plans, focusing on total portfolio planning including investment policy review, asset allocation, and institutional money manager selection. John earned a Bachelor's degree from Wright State University and an MBA from the University of Dayton. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include Divorce Transition Planning, Institutional Consulting, Institutional Investment Consulting, Services for Defined Benefit Plans, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Personal Retirement Planning, Socially Responsible, Values Based, and ESG Investing, Tax Minimization, and Retirement Income. Outside of work, John has an interest in baseball, basketball, and football.