Roger Rucker is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 32 years of industry experience. His work history includes roles at Universal Technology Corporation and long-term affiliations with PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

David Criner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates, Inc. since 2009. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanya Munn is a financial advisor with Morgan Stanley in Centerville, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 2005. Outside of her advisory role, she is involved with Intele Travel Inc in a sales and marketing capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include relationships with investment companies and private funds.

Kinsey Kinder is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, Kinsey worked for five years at LCNB National Bank. Kinsey also serves as an Associate Financial Advisor with Beyond Wealth Advisors LLC, a private wealth advisory practice of Ameriprise Financial Services. 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 written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Daniel Winkler is a Series 66-licensed financial advisor with Morgan Stanley in Beavercreek, Ohio, with six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he participates in the University of Dayton’s Flyer Investment Committee and Flyer Angels, where he is involved in equity decisions for the university’s investment fund and performs due diligence on startup companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and a structured planning process.

Steven Ryan is a CFP® with 27 years of experience in the financial services industry. He is currently a financial advisor at Morgan Stanley, having joined the firm in 2026 after 15 years at PNC Investments. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Steven Fischer is a financial advisor with Ameriprise in Springboro, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jared Jones is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He has been a part of Fidelity since 2021, progressing through roles including Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Jared focuses on providing sound and reliable financial planning, helping clients reach their personal retirement and investment goals through a thorough and client-centered process. His experience encompasses various aspects of financial consulting, with a commitment to business beliefs and values that guide his work. Jared holds an Arkansas insurance license, supporting his role in advising clients. Outside of his professional career, Jared has interests in baseball, comedy, concerts, football, and food culture.

William Thompson is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Private Advisor Group, LLC, StoneX Advisors Inc., and Wrp Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 investment adviser representatives.

David Lowe is a financial advisor with Ameriprise in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Lowe is a partner in Lowe & Pfaff Associates LLC, a business created to manage Ameriprise business expenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement-income planning through its Premier Retirement Income service. The firm provides a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Michael Canida is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Canida serves as president and board member of the Rotary Club of Beavercreek and is the owner of Canida Industries Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management approaches and proprietary as well as third-party model strategies.

Matthew Whitcomb is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Financial Resource Partners, LLC, where he held roles related to investment and administrative support. Whitcomb also operates an independent insurance agency through Matthew Whitcomb LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers customizable investment strategies through a network of independent professionals and combines proprietary models with access to external strategists.

Alisha Blalock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked for ten years at Adare Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a variety of investment strategies and affiliated financial services under a fiduciary standard.

Jerry Rude is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at Ulteig Engineers, Inc. and Woolpert. He is also the owner and author of The Whitetail Detail, a non-investment-related publication. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Kyle Buehrer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at CGI. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Nicholas Gooch is a financial advisor with Edward Jones in Brookville, OH. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Edward Jones in 2025, he worked at Fifth Third Securities and Fifth Third Bank for a combined ten years. 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 solutions, operates under a fiduciary standard, and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

Gerard Walsh is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by proprietary tools and firm-developed investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Keith Burnett is a financial advisor with Primerica Advisors in Centerville, OH, holding 17 years of industry experience. He has worked with Primerica Financial Services since 2005 and PFS Investments Inc. since 2012. Outside of advising, he is co-owner of A-1 Complete Services, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Richard Wallace is a financial advisor with J.P. Morgan Securities in Dayton, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He worked at Fidelity Investments for ten years before joining JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Cauley is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. His career includes over three decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning and access to third-party asset managers.