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 in Troy, OH, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has operated Coomer & Company Financial Services since 2003. Outside of advising, he is an independent insurance agent and serves as a volunteer committee member for Miami Valley Scouting. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. They provide financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering customizable strategies across multiple platforms with both proprietary and third-party model 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 with Edward Jones in Sidney, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Hydro Extrusions and Crown Equipment, as well as an earlier tenure with Edward Jones from 2009 to 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has held positions at Edward Jones since 2021 and previously worked at W&S Brokerage Services, Western & Southern Life, and Crown Equipment. Reed is also a 2% stockholder in Kingseed Inc., a retail business based in Sidney, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, including managed solutions and separately managed accounts, supporting over four million clients nationwide.

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.

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. Before joining LPL Financial in 2008, he worked at MM Ascend Life Investor Services, LLC from 2002 to 2008 and served at First National Bank from 2008 to 2021. Outside of advisory work, he is a co-owner and tax preparer at Independent Tax Services, LLC. 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 range of financial planning and investment services, leveraging both proprietary and third-party strategies, and supports its network of over 22,800 advisors with advanced operational and research tools.

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.

Adam Langdon is a financial advisor with LPL Financial in Troy, Ohio, holding a Series 63 designation and 32 years of industry experience. He previously worked at Securities America Advisors, Securities America Inc., StoneX Advisors Inc., Wrp Investments, Inc., and WS Griffith Securities, Inc. Langdon also owns an insurance agency, Langdon Financial LLC. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

William Wolke is a financial advisor with Edward Jones in Troy, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice Chairman of the Miami County Republican Party and is a Director focused on Strategic Planning and Implementation at the Darke County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices across the United States.

Todd Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., in addition to operating Thompson Financial Services, LLC since 1984. Outside of advisory work, he sells Medicare Advantage and Medicare Supplement insurance plans. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Craig Morris Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2013, as well as experience in the catering and entertainment industry from 2017 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Gerald Vanderhorst Jr. is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has worked with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Vanderhorst is also involved with the Sidney-Shelby County YMCA and Boy Scouts of America, Troup 95. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Savannah Grunkemeyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at UBS Financial Services for five years. Before her financial career, she held roles at Coldstone Creamery and Hulme and Company CPA's. 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 incorporating ESG criteria in investment recommendations.

Justin Wurster is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Troy, Ohio. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Wurster is a board member and Investment Committee Chair for the Miami County Foundation. Ameriprise provides comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies with algorithmic tools to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.