Randall Helt is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in general farming through ownership of Ranlin Farm. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service tailored to high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.

David Foley is a financial advisor with Mass Mutual Investors Services in Springfield, Ohio. He holds a Series 63 license and has 55 years of industry experience. Foley has been with Mass Mutual Investors Services since 1988 and with MassMutual Life Insurance Company since 1978. He is also the owner of Foley Benefits Group, LLC, which provides insurance sales and qualified plan administration services. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Rachel Day is a financial advisor with Edward Jones in Springfield, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kroger for 26 years. 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 advisory programs and maintains a large network of financial advisors and branch offices across the country.

Tyler Tucker is a financial advisor with Mass Mutual Investors Services based in Springfield, OH. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, Tyler worked at Skylight Financial Group and has a background that includes time at Topgolf and Ohio University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships.

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.

Kailee Hiss is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at FSC Securities and has been involved with Smith, Moses & Cozad, LLC since 2020, where she holds a role that includes meeting preparation, research, and client paperwork. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

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.

Daniel Griffith is a CFP®-designated financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating programs and monitoring athlete progress. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, high-net-worth individuals, pensions, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to build tailored portfolios.

Jose Rodriguez is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining OSAIC in 2024, he worked for 15 years at Securities America Advisors, Inc. and Securities America, Inc. He is president of Rodriguez Financial Strategies, LLC, which offers fixed insurance products, and serves on the advisory board of Creek Technologies. Additionally, he is a paid speaker on financial planning and Hispanic cultural topics. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs a range of asset-allocation tools and offers integrated brokerage and advisory services through a large network of affiliated advisors.

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 with OSAIC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. Richmond is also involved with Rodriguez Financial Strategies, LLC, providing fixed insurance products as part of comprehensive financial planning. OSAIC Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client needs.

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.

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.

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.

David Smith is a CFP® professional with 39 years of industry experience, currently with OSAIC since 2023. Prior to joining OSAIC, he spent 31 years at FSC Securities Corporation. He is the owner of an independent insurance agency and serves as trustee for a family trust, overseeing investment education and management for the beneficiary. OSAIC serves a wide range of clients, including individual and institutional investors, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Marcus Woodard is a financial advisor with J.P. Morgan Securities in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at firms including U.S. Bank, U.S. Bancorp Investments, and JPMorgan Chase Bank. Outside of his advisory role, Woodard serves as a sports referee for basketball, baseball, softball, and football. J.P. Morgan Securities provides institutional consulting services to clients such as 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.