Michael Sejka is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo firms since 2014. Outside of his advisory role, he has ownership interests in investment-related businesses, including Blue Ocean Investment Group LLC and Sejka GP, LLC. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm combines proprietary research and planning tools with integrated advisory and brokerage services.

Cayla Bensman is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Cardinal Health, Smiths Medical, BDO, and Ohio Dominican University. 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.

Edward Custer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served 22 years in the U.S. Army. Outside of advising, he manages a family-owned 10-acre Christmas tree farm near Piqua, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Mei Carmer is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 credential and with three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she held positions at DoorDash and Katterhenry Investment Group of NEST Capital. She also has experience in education and retail sectors, including roles at Miami University and Lowe's. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations, with optional implementation through various brokerage and advisory programs.

Mark Reedy is a financial advisor with Thrivent Investment Management in Piqua, Ohio, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a Zone Administrator for the Ohio District of Key Club International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based, holistic financial plans that cover a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account services under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Zoe Mcfadden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Troy, Ohio. She has been with Wells Fargo Advisors since 2022. Prior to her current role, she has experience at The Ohio State University, Levy Restaurants, Atlas Tavern, and Big Walnut Local School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Carter Stueve is a financial advisor at Edward Jones in Troy, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Superior Aluminum Products and Milcon Commercial Concrete. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and fiduciary services through a large network of financial advisors and branch offices nationwide.

Jonathan Coomer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years in the industry. He has been with Cambridge since 2016 and also operates Coomer & Company Financial Services, which he founded in 2003. Outside of advisory work, he serves as an independent insurance agent and volunteers as a committee member for Miami Valley Scouting. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement services through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms with flexible discretionary options.

Brett Meiring is a CFP® credentialed financial advisor with four years of industry experience, currently working at Wells Fargo Advisors in Troy, OH. His prior experience includes roles at Fifth Third Bank and Oracle Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations.

Timothy Irwin is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He has worked at firms including Nationwide Investment Services Corporation and Meeder Investment Management. Outside of finance, he owns and manages Greenseide Consultants, LLC, a land management and landscape project business based in Columbus, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Zachary Saint James is a Series 66 licensed financial advisor with Wells Fargo Advisors, where he has worked since 2020. He has five years of industry experience, including prior roles at ITW Food Equipment, First Financial Bank, and J. Crew. Outside of finance, he has been involved with Zeal Coaching for Life and Career and has operated Loretta's Country Kitchen since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop personalized recommendations, integrating advisory services with various financial products and referral channels.

Spencer Peltier is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2013, accumulating 11 years of industry experience. He is based in Piqua, Ohio, and serves as president of the Upper Valley Networking Group, coordinating activities and fostering professional connections. Peltier is also a board member of the Piqua Community Foundation, which supports local charitable grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning with a focus on a broad range of topics including retirement, tax, estate, and special needs planning. The firm’s approach separates planning services from portfolio management and does not accept discretionary trading authority for its planning engagements.

Steven Lewis II is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Hydro Extrusions for five years and Crown Equipment for seven years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Seth Goodall is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at GNC Health Stores and Kohl's Department Store. He also has experience working in educational settings at Wright State University and Clinton-Massie High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through optional brokerage or advisory programs.

La Trisha Reed is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western & Southern Life, and Crown Equipment. She is a minority stockholder in Kingseed Inc., a retail business based in Sidney. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

Darrin Haubert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Haubert serves on the finance committee of the YMCA of Central Ohio. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Dustin Kohler is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at J.P. Morgan Securities and OneMain Financial Services. Outside of his advisory work, he is involved in managing a rental property business through KelKohl LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Daniel Bensman is a financial advisor with LPL Financial in Sidney, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2008, previously working at First National Bank for 13 years. In addition to his advisory role, Bensman is a tax preparer and co-owner of Independent Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven strategies.

Tiffany Long is a financial advisor at Edward Jones in Sidney, OH, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she co-owns a rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Bryson Long is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 license and is based in Sidney, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors.