Gregory Bonner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients achieve their financial and retirement goals through prudent planning strategies. Greg employs a rigorous and disciplined goals-based wealth management process, advising clients on tax minimization, estate planning, retirement planning, asset allocation, and asset preservation strategies. Since joining Merrill in 2004, Greg has developed expertise in college education planning, corporate executive services, family wealth management strategies, institutional investment consulting, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Greg earned his bachelor's degree in Economics from Allegheny College. Greg lives in Mason with his wife Lauren, their son Luke, daughter Parker, and their dog Bear. He is involved in the community through organizations such as Big Brothers, Big Sisters, CHCA 3/4 Football Coach, Flag Fanatics, Mason Youth Basketball, and the Mason Youth Organization. He enjoys baseball, basketball, football, reading, running, skiing, and spending time with his family.

Jason Reeves is a financial advisor with Charles Schwab in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Jakob Cox is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brigida Loucks is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2010 and joined Merrill in 2020. Brigida focuses on helping affluent individuals develop personalized financial strategies tailored to their short- and long-term financial goals. Her expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Brigida holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Brigida earned a bachelor's degree in Business from Marquette University. She and her family reside in Miamisburg and are active in the community, supporting organizations such as All Saints School and Ursuline Academy. In her personal time, Brigida enjoys biking, dancing, running, swimming, traveling, and spending time with her family.

Megan Dalton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with LPL Financial since 2009. In addition to her advisory role, she is a commissioned Notary Public. 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.

Jennifer Fox is a financial advisor with Ameriprise in Springboro, OH, holding a Series 66 credential and 20 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank for a combined total of 14 years. Fox serves on the board of Family Services, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Derrick Petry is a CFA® charterholder affiliated with LPL Financial and has over 26 years of industry experience. He previously worked at Fifth Third Bank from 1999 to 2025 before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Paul Macuski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012 and brings over 30 years of experience in the financial industry. His career includes roles in research and as Director of Trading for a private money manager. Paul's areas of expertise include family wealth management strategies, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's degree in Finance from Wright State University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul resides in Miamisburg, Ohio with his wife Nancy and their three sons. Outside of work, he follows the latest business and market news, supports Cleveland sports teams, and enjoys baseball, basketball, bowling, football, music, watching movies, and spending time with his family.

Stacia Kerlin Welch is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 28 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

John Glueckert is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 49 years of industry experience. He previously worked at Bank of America and Merrill, accumulating 30 years at those firms before joining Morgan Stanley in 2019. In addition to his advisory role, he serves as an arbitrator for FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools like Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Joshua Pavon is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and its predecessor since 2011. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Windsor Square Condo Association and is the founder and president of Haste the Day, a nonprofit organization. He also facilitates Dave Ramsey’s Financial Peace classes at Centerville Christian Fellowship Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written retirement income recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Cathleen White is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she is involved in managing a real estate investment business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Caitlin Pelzer is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked at The Cinday Academy and Charyl Stockwell Academy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction, with oversight for affiliated and unaffiliated sub-advisers.

Emily Nangle is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked at Baird and has professional experience in diverse fields including entrepreneurial ventures such as Emily Julian Photography and roles outside finance like The Woodhouse Day Spa and Shipt. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles and firm research to support its clients.

Kenna Hesseling is a financial advisor with LPL Financial in Lebanon, Ohio, holding a Series 66 designation and 23 years of industry experience. Her background includes roles at LCNB National Bank, Raymond James Financial Services, and People's Insurance Agency. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technology-driven investment strategies.

Todd Evans is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2012. He holds Series 63 and Series 65 licenses and is based in Centerville, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Karl Kessler is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, Kessler serves on the Board of Directors for Lebanon Ultimate Frisbee and Hope Church, and he is involved in community activities such as coordinating evening programs at Camp Joy and announcing soccer games for Lebanon City Schools. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Curtis Uhlenhake is a CFP® professional with two years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Corient and has held various roles including at The Ohio State University and St. Henry Schools. Outside of his advisory work, Curtis officiates basketball games for local junior high and high schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with analytical tools and programs that incorporate technology and risk profiling.

Bhavna Singh is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Key Bank from 2020 to 2023. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Van Simaeys is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 65, 63, and 66 licenses and bringing 31 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, he contributes by teaching a segment of the Financial Strategies for Successful Retirement course at the University of Dayton and is involved with Big Brothers Big Sisters Miami Valley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.