David Heintz Jr. is a financial advisor with LPL Financial in Sidney, Ohio, holding a Series 66 designation and four years of industry experience. He has worked with LPL Financial since 2021 and is also involved with Independent Wealth Planning Group Inc. Prior to his advisory career, Heintz served as a mathematics teacher at Upper Valley Career Center. He is a co-owner of Independent Tax Services, LLC, a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to managed portfolios, supported by a large network of advisors and various technology tools.

Michael Anderson is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. Before joining J.P. Morgan, he worked at Park National Bank and Skylight Financial Group. Outside of his advisory role, he is involved with Pekowi Softwash LLC, a business he has been associated with since 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dale Peterson is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds a Series 63 designation and has previously worked at H. Beck, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is managing partner and pilot at White Dove Aviation LLC and volunteers with the Veterans Airlift Command and the American Legion Post 217, where he serves as Scholarship Committee Chair. 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, utilizing a variety of custody platforms and investment strategies tailored to client objectives.

Christopher George is a CFP® certificant with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at PNC Bank from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Barhorst is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Avantax and Bowman & Associates, where he also provides accounting and tax preparation services. He is additionally involved as an insurance sales agent for employee benefit plans. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary program options.

Dominique Christman is a Series 66-registered financial advisor with Edward Jones in Sidney, Ohio, with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Stewart is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Kristi Daniel is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase and its affiliates since 2003. Outside of her advisory role, she is a partner in a marketing business, Never Satisfied Group LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Aaron Rohrbaugh is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services, including access to third-party asset managers, model portfolios, and institutional platforms.

John Haller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Cuso Financial Services, Wright Patt Credit Union, FIFTH THIRD SECURITIES, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Cole Graeser is a Series 66-licensed financial advisor with Ameriprise in Piqua, Ohio, bringing four years of industry experience. Prior to joining Ameriprise in 2021, he worked for six years at Elliott Land and Hardscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Sommer is a financial advisor with Edward Jones in Piqua, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Collins Aerospace, Honeywell Intelligrated, and Hartzell Propeller Inc, and was self-employed at ProPlastics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Seth Kelch is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has held positions at Cetera Investment Services, Cambridge Investment Research, and Minster Bank. Kelch serves as the president of a local property owners association, where he manages community services such as landscaping and snow removal. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and consulting services.

Andrew Schmitmeyer is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Cetera, Morgan Stanley, Citigroup Global Markets, and Minster Bank. He operates ADS Financial, LLC, which serves as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, utilizing both proprietary research and third-party strategies across diverse asset allocation approaches.

Jason Christman is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for Anna Local Schools for four years. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Clay Heitkamp is a financial advisor with Edward Jones in New Bremen, OH. He holds a Series 66 designation and has over 12 years of industry experience, including a prior role at Celina Insurance Group. He joined Edward Jones in 2026. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Curry is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2000. 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 centralized due-diligence framework. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Tanya Temple is a financial advisor at Edward Jones with two years of industry experience. She previously worked for 14 years at 3 Rivers Federal Credit Union. Tanya is associated with her husband’s locksmith business, Octane-N-Varnish, LLC, as an unpaid agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Bret Ford is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory work, he is also active as a life and long-term care insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software to deliver collaborative, goal-based recommendations.

Tonya Hammonds is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and has previous experience at Fifth Third Securities, U.S. Bancorp Investments, NK Telco Sports, and Russia Local School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.