Brandon Harrison is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked for LPL Financial, LLC (Linsco/Private Ledger Corp.) for 23 years before joining Raymond James in 2017. Outside of his advisory role, he serves as a trustee for his family trust and is owner and branch manager of Harrison Wealth Management Group, Ltd. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports a broad network of advisors and affiliated firms.

Veronica Jaeger is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience at CUSO Financial Services, LP, Robert Half, and General Electric Credit Union. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Todd Lucius is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 credential and has worked at Ameriprise since 2017, including prior roles at Thrivent Financial for Lutherans. Outside of his advisory work, Lucius serves on the Board of Directors and as Vice Chair of the Finance Committee at Sycamore Creek Country Club, teaches economics at Sinclair Community College, and coaches varsity basketball and golf at Dayton Christian School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patrick Mc Namara is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Fidelity and Bank of America, before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized custody and operational infrastructure.

Mary McIntosh is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. She works with individuals and companies undergoing changes and transitions, focusing on evaluating and reviewing client plans to align with their unique financial goals. In her role as Portfolio Manager, she manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment options. Mary has been in the financial services industry since 1987. She holds a Bachelor of Science in Business from The Ohio State University and a Master of Business Administration from the University of Dayton. Her professional designations include Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), and Personal Investment Advisor (PIA). Residing in Washington Township with her husband and three children, Mary supports her children's various pursuits and enjoys spending time with her family. Her personal interests include physical fitness activities such as running, golfing, and cooking, as well as watching movies. She has also served as a past board member of the Miami Valley Hospital Foundation, Eastway, and the Children’s Hospital Women’s Board.

Michael Kern is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 1990 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a wide range of products and research to tailor plans based on clients’ goals and risk tolerances.

Deborah Lance is a financial advisor with Merrill in Miamisburg, Ohio. She holds Series 63 and Series 66 designations and has 26 years of industry experience, including 25 years with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Kaiser is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. 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 advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Donna Bostwick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. Outside of her advisory role, she serves as a notary public in Miamisburg, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Samuel Rinehart is a financial advisor with Ameriprise in Miamisburg, Ohio, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a voting member of Ampex LLC, an entity that leases office space for his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Sarah Ross is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to that, she was associated with Younique, LLC from 2015 to 2017 and Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Bedinghaus is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Lebanon, OH. Prior to joining Raymond James, he worked at Edward Jones for seven years. He is also an author working on a book targeted at near-retirees and early retirees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals and institutional clients. The firm delivers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services.

Sydney Taske is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Taske worked for Shull Media Partners and attended Coker University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.

Gregory Bonner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients achieve their financial and retirement goals through prudent planning strategies. Greg employs a rigorous and disciplined goals-based wealth management process, advising clients on tax minimization, estate planning, retirement planning, asset allocation, and asset preservation strategies. Since joining Merrill in 2004, Greg has developed expertise in college education planning, corporate executive services, family wealth management strategies, institutional investment consulting, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Greg earned his bachelor's degree in Economics from Allegheny College. Greg lives in Mason with his wife Lauren, their son Luke, daughter Parker, and their dog Bear. He is involved in the community through organizations such as Big Brothers, Big Sisters, CHCA 3/4 Football Coach, Flag Fanatics, Mason Youth Basketball, and the Mason Youth Organization. He enjoys baseball, basketball, football, reading, running, skiing, and spending time with his family.

Benjamin King is a financial advisor with Wells Fargo Clearing in Miamisburg, OH. He holds the CFP® designation and Series 66 license and has 20 years of industry experience. King has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Jason Reeves is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Brigida Loucks is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2010 and joined Merrill in 2020. Brigida focuses on helping affluent individuals develop personalized financial strategies tailored to their short- and long-term financial goals. Her expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Brigida holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Brigida earned a bachelor's degree in Business from Marquette University. She and her family reside in Miamisburg and are active in the community, supporting organizations such as All Saints School and Ursuline Academy. In her personal time, Brigida enjoys biking, dancing, running, swimming, traveling, and spending time with her family.

Megan Dalton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with LPL Financial since 2009. In addition to her advisory role, she is a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jennifer Fox is a financial advisor with Ameriprise in Springboro, OH, holding a Series 66 credential and 20 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank for a combined total of 14 years. Fox serves on the board of Family Services, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Macuski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012 and brings over 30 years of experience in the financial industry. His career includes roles in research and as Director of Trading for a private money manager. Paul's areas of expertise include family wealth management strategies, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's degree in Finance from Wright State University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul resides in Miamisburg, Ohio with his wife Nancy and their three sons. Outside of work, he follows the latest business and market news, supports Cleveland sports teams, and enjoys baseball, basketball, bowling, football, music, watching movies, and spending time with his family.