Michael Thompson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at several firms, including Wright-Patt Credit Union and CUSO Financial Service, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by research and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Jessica Reynolds is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Wright Patt Credit Union and operated a business called The Pub. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Carl Davey is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Financial Representative, and Investment Solutions Representative. Carl focuses on building long-term relationships with clients and their families by gaining a deeper understanding of their priorities. He partners with clients to develop and implement customized financial plans tailored to their individual needs. His experience encompasses a range of roles within Fidelity Investments, reflecting a commitment to client-focused financial consulting.

Gerald Wolf Jr. is a financial advisor with OSAIC in Dayton, OH, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with OSAIC since 2024 and has prior experience at Fortis Investors, Inc. dating back to 1995. In addition to his advisory work, he owns a sole proprietorship focused on insurance products and another business preparing and filing tax returns. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization.

Diane Morgan is a financial advisor with Raymond James & Associates in Centerville, OH, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she is a partner in a family farm business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting services through a range of portfolio management styles and affiliated research.

Keith Meyer is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017, and previously worked at Bank of America and Merrill. Outside of his advisory work, Meyer is an adjunct professor at the University of Dayton and operates a vending business in Dayton, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Kayla Buehrer is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has previously worked at Parfitt & Associates, LLC, as well as in various roles outside finance including positions at UPS and the Athens County Sheriff's Office. Buehrer serves on the Tipp City Design Committee, which focuses on improving and maintaining the appearance of the downtown area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

James Cox is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Tool Testing Lab, Inc. and Wittenberg University. Outside of his advisory role, Cox serves as an assistant coach for offensive and defensive lines at Vandalia Butler Schools, supervising weight room activities and training. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Devon Walton is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity Investments since 2021, including Investment Consultant and Workplace Planning Consultant. Prior to that, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Devon has focused on building trust and long-term partnerships with clients. He emphasizes understanding client goals, simplifying complex financial decisions, and creating clear strategies to achieve financial security. No additional education, credentials, personal interests, or community involvement have been provided.

Michael Wardley is a financial advisor with Ameriprise in Dayton, OH, holding a Series 66 license and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Wardley is a partner at Kentner Sellers, LLP, where he is involved in tax preparation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jordan Peterson is a financial advisor with Edward Jones in Vandalia, Ohio, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Salisbury is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2017, with prior roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lauren Morgan is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Raymond James Financial Services and UBS Financial Services. Outside of her advisory role, she is involved in managing two investment-related LLCs. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on tax-aware withdrawal strategies and dependable income sources. The firm’s approach integrates proprietary research and third-party data within a defined investment framework tied to its affiliated product ecosystem.

Dennis Brun is a financial advisor at Osaic Wealth Inc with a Series 66 designation and three years of industry experience. Prior to joining Osaic, he worked at Stifel Independent Advisors for three years and spent 28 years at Archbishop Carroll High School. He is also the owner of a landscaping business. Osaic Wealth serves a diverse clientele including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Lisa Drahman Wicks is a financial advisor with LPL Financial in Kettering, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior work includes roles at Day Air Credit Union, Cuso Financial Services LP, Ameriprise Financial Services, Wells Fargo Advisors, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She serves on the board of the American Legion in Dayton. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, supported by a large network of advisors and comprehensive operational tools.

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.

Alexis Hill is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melinda Koehler is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining UBS in 2018, she worked at Merrill for 14 years. 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, supported by proprietary research and a broad platform of capital markets solutions.

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.

Tricia Marteney is a CFP® and Series 66 licensed advisor with Edward Jones, based in Centerville, OH. She has five years of industry experience, including six years at Edward Jones and 24 years at Equipment Depot/Portman Equipment. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.