Adam Hendricks is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is the sole proprietor of a property management business in Xenia, Ohio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Justin Fairchild is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate. Prior to joining Fidelity, he worked as an Associate at Black Bull Capital Partners in 2020. In his role, Justin collaborates with clients to develop comprehensive financial plans aimed at helping them pursue their goals with confidence. He focuses on wealth planning and assists families in addressing risks that can affect their financial strategies. As a husband and father of two, he brings an understanding of life's complexities to his work. Outside of his professional responsibilities, Justin has interests in comedy, fitness, golf, outdoor adventures, parenthood, and traveling.

Ryan Schebo is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 designations. He has 12 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Cory Allen is a financial advisor with Cetera in Dayton, OH, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and currently serves as head varsity baseball coach at Archbishop Alter High School. He is also involved with The Allen Family Company, managing funds as its owner. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large independent advisor network. The firm offers a range of portfolio management, financial planning, and consulting services, operating as a multi-manager platform that enables advisors to implement various investment strategies across multiple program structures.

W. James Steen is a CFP®-designated financial advisor with 45 years of industry experience. He is currently affiliated with Cetera and Prosperity Advisors, LLC and has held roles at Dayton Wealth Management, LLC and Petra Financial Solutions, Inc. He owns a tax preparation business and serves as a financial professional at Peak Advisory Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and retirement services.