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.

Nathan Thorp 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 YMCA Camp Thunderbird. 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 managed strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Kyle Knepp is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked for Reliable Tax and Bookkeeping and was involved with the Washington-Centerville Public Library and the Boy Scouts of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and financial planning services supported by firm-approved tools and methodologies.

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.

Daniel Fellers is a financial advisor with Cambridge Investment Research Advisors and holds over 40 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., INVEST Financial Corp., and Southeast Investments, N.C. Inc., as well as operating his own firm, Fellers Financial Concepts, since 1978. He serves as a board member for Kairos Prison Ministry, a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 independent financial professionals, providing both discretionary and non-discretionary strategies across various platforms.

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.

Ralph Gamberdella is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His prior work includes roles at Summit Funding Inc., Wholesale Capital Corp., and Lighthouse Electrical, LLC. In addition to his advisory work, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. 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 accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Todd Nuss is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Austria is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1987 and holds a Series 63 designation. Outside of his advisory role, he is involved in managing several rental property businesses in the Beavercreek, Ohio area. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

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.

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.

Heather Daum is a financial advisor with Edward Jones in Xenia, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Kettering Health Network and spent 16 years at Premier Health. 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 strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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.

Matt Hubbard is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to understand their short and long-term financial goals and assists them in creating unique financial plans tailored to their personal concerns. Matt has accumulated extensive experience in the financial industry through various roles at Fidelity Investments. His career path includes positions as an Investment Consultant (2021-2022), Workplace Planning Associate (2020-2021), Retirement Solutions Representative (2014-2016), Investment Solutions Representative (2013-2014), and High Opportunity Full Trader (2012-2013). He leverages his years of industry experience and educational background, alongside his team, to support clients in their financial planning process.

Garry Rutledge Jr. is a financial advisor with Ameriprise in Middletown, OH, holding a Series 63 designation and 38 years of industry experience. He previously worked for Cambridge Investment Research Advisors, INC from 2006 to 2023. Outside of his advisory role, Rutledge is involved in real estate development and insurance brokering, including business ownership related to home building and property management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.