Kurtis Campbell is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Advisory Services and Brown Tax Consulting. Campbell is also a CPA and owner of Pohlman, Talmage, Brown & Campbell CPAs, Inc., where he provides accounting, tax, and consulting services alongside financial planning. He serves as treasurer on the board of One Family Church of Dayton. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Brett Thornock is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including NYlife Securities LLC and Ohio National Financial Services. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven methodologies in portfolio management.

Dennis Eck is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. for over four decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products, operating an integrated platform that combines advisory programs with active sales of financial products and lending services.

Gregory Jedding is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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.

Timothy Ippisch is a CFP® and ChFC® credentialed advisor with Raymond James Financial, based in Dayton, OH, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of advising, he is a partner and silent investor in a local restaurant group and holds ownership interests in several business and real estate ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor strategies to client goals, supporting implementation through its advisory programs and other providers.

James Collins is a financial advisor with Ameriprise in Germantown, OH, holding a Series 66 designation and having 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Kevin Dunn is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Kevin brings extensive experience in portfolio management and client services within the investment industry. Prior to his current role, he served as a Senior Portfolio Specialist and Portfolio Specialist at Fidelity's Portfolio Advisory Services (PAS) from 2014 to 2020, and as a Client Management Representative at PAS from 2013 to 2014. His earlier experience includes serving as Vice President of Investments at Richfield Orion International in 2013 and at vFinance Investments, Inc. from 1997 to 2012.

Ryan Khosla is a financial advisor at Morgan Stanley in Beavercreek, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Centerville City Schools and attended DePauw University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process utilizing firm-approved tools and offers various investment and planning solutions through its extensive platform.

Nicholette Thiesing is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund-of-funds structures, and advisory roles to multiple registered investment companies.

Christopher Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial strategies to individuals and business owners, focusing on client-centered wealth management that combines personal attention with the resources of a leading global financial firm. His areas of expertise include college education planning, family wealth management strategies, portfolio management services, individual and corporate investment strategy, and retirement income. Christopher is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Miami University. Before joining Merrill, he worked as a Senior Account Manager in the logistics and third-party logistics industry at C.H. Robinson in Cleveland, Ohio. He resides in Beavercreek, Ohio, with his wife Sandra and their two daughters. Outside of work, he stays active through running, biking, and recreational sports, and is involved in community volunteer activities.

Dianna Knudsen is a CFP® designated financial advisor with Raymond James Financial in Mason, OH, with 10 years of industry experience. She previously worked at Edward Jones for 11 years. Outside of her advisory role, she owns and operates a sole proprietorship managing an Edward Jones office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals, supporting implementation through its advisory programs or other providers.

Brett Derrow is a financial advisor with Edward Jones in Bellbrook, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 19 years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Donna Lynn is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following a long tenure at JPMorgan Chase Bank, N.A. beginning in 1993. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Grant Ulrich is a financial advisor with Ameriprise in Dayton, OH, holding a Series 66 designation. He has three years of industry experience and previously worked at Twin Valley Vet Services and Twin Valley Community School District. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Kelly Conger is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1993 after graduating from Miami University in 1992 with a bachelor's degree in marketing. Kelly earned her CERTIFIED FINANCIAL PLANNER™ certification in 2000 and holds the Personal Investment Advisor (PIA) designation. With extensive experience in retirement planning, education planning, charitable intentions, asset protection, disability planning, asset and cash management, and legacy planning, Kelly works closely with clients during significant life transitions such as inheriting money, selling a business, and retiring. She collaborates with other professional advisors, including CPAs and attorneys, to ensure the continuity of her clients' financial plans. Kelly has been active in community volunteer work, serving on the Dayton Children's Hospital Women's Board as chair of their annual CHA CHA fundraiser, volunteering with Habitat for Humanity, participating in the Centerville Noon Optimist Club, and being a charter member of the Dayton United Way's Young Leaders Circle. She has also mentored other advisors and documented the history of Merrill's service in the Dayton community. Kelly and her husband Bill have raised two sons and reside in Centerville, where they have been longtime community members.

Brandon Fourman is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Centerville, OH. Prior to joining LPL Financial in 2020, he worked at Westminster Financial Securities, Inc. for one year and has experience outside finance with a four-year tenure at Olive Garden. He also spent five years at Wright State University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services with both discretionary and non-discretionary management options.

Lisa Mullen is a financial advisor with Wells Fargo Advisors in Mason, OH, holding a Series 63 designation and 22 years of industry experience. She previously worked at Raymond James & Associates for 16 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors is an institutional firm with over 2,200 advisors providing investment services across a broad client base.

Austin Bernth is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, JPMorgan Chase Bank NA, and Northwestern Mutual. He served four years in the United States Marine Corps before transitioning to the financial sector. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory and brokerage services on an integrated platform.

Nathan Saner is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at PNC Investments LLC, PNC Bank, Montgomery Insurance & Investments, and Wright State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals, employing various portfolio management and model-based solutions tailored to client objectives.

Jason Moore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James, he worked at National Wealth Management Group and LPL Financial. Outside of his advisory role, he is involved with Centerville Crossfit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor recommendations and supports both advisory programs and institutional consulting across a broad advisor network.