Eric Murray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously spent 26 years with Concourse Financial Group Securities Inc. Murray is also the owner of Moneywise Inc, a financial planning business established in 1999, and serves on the board of the Greene Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Wright-Patt Credit Union and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jose Rodriguez is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., and Citigroup Global Markets. In addition to his advisory role, Rodriguez is president of Rodriguez Financial Strategies, LLC, where he offers fixed insurance products, and he serves on the advisory board of Creek Technologies. He also engages as a paid speaker on financial planning and Hispanic cultural topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple management strategies supported by a complex affiliate network and private-equity ownership.

Ryan Lavielle is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and 21 years of industry experience. His prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, WesBanco Securities, and PNC Wealth Management. Outside of advising, he is the owner of Bella Visione LLC, a business unrelated to 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.

Mark Richmond is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Richmond is also involved with Rodriguez Financial Strategies, LLC, where he presents insurance products including life, health, and annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program platforms.

Ryan Carpe is a CFP® professional affiliated with Edward Jones in Yellow Springs, Ohio, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Wells is a Series 63 licensed advisor with 29 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at SII Investments, Inc., Next Financial Group, Inc., New England Securities, and Financial Designs & Systems Co., LLC. Wells is also involved with Wallace & Turner, Inc. in a non-variable insurance capacity. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Niasha Piper is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. Outside of finance, she owns and operates two small businesses focused on cosmetics instruction and e-commerce sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their non-discretionary program offers written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and utilizes a combination of quantitative and qualitative research.

Matthew Di Filippo is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 66 license, with 12 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. in 2026, he worked at Edward Jones from 2014 to 2026. Outside of his advisory work, he is associated with a retail business on eBay, involving household items and apparel. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a combination of advisory programs and specialized consulting services.

Joyce Combs is a financial advisor with Primerica Advisors in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and offers its services primarily through a tiered wrap-fee structure.

Zachary Fiely is a financial advisor with Edward Jones in Urbana, Ohio. He holds a Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2013. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

James George is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is an independent contractor in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

Carla Buxa is a financial advisor with Primerica Advisors in Fairborn, OH, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with Primerica Financial Services and PFS Investments, Inc. since the late 1990s. Outside of her advisory role, she is involved with St. Brigid Catholic Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

John Holland is a financial advisor with Ameriprise in Springfield, Ohio, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Ameriprise in 2026, he spent several years with The Huntington Investment Company and also worked at JPMorgan Chase. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Keys is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at Wright Patt Credit Union since 2005 and was affiliated with Cuso Financial Services, LP for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Jennifer Siefring is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Commonwealth Financial Network, UBS Financial Services, and other firms. Siefring is also involved with J.S. Wealth Advisors, a non-variable insurance and investment-related business, and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with proprietary and third-party investment options alongside various financial products and platforms.

David Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory services, Hall is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Zachary Avery is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research and IH Credit Union since 2018 and previously coached basketball at Clark Shawnee Local Schools. In addition to his advisory role, Avery is an independent insurance agent and has ownership involvement in a business entity. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base while offering a range of investment platforms and proprietary model strategies.

Mark Stephenson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent 15 years at Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory role, he owns Stephenson Artography, a freelance photography and editing business, and is a partner in Stephenson & Little LLC, which conducts banking and leasing activities for Sterling Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Hanna is a financial advisor with Ameriprise in Springfield, OH, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Ameriprise and its related entities since 1988. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions typical of an institutional firm.