Amy Meredith Green is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized estate planning groups.

Grace Mcdaniel is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as various positions in the hospitality and retail sectors. She has been involved with educational institutions such as the University of Dayton and local schools over several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

April Whitehead is a ChFC® credentialed financial advisor with 20 years of experience, currently with Ameriprise in Dayton, OH. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she owns and manages Boldly Aspire LLC, a franchise practice unrelated to investment activities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to provide written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored advice primarily for clients with significant investable assets in Ameriprise-managed accounts.

Michael Reed is a financial advisor at Edward Jones in Xenia, Ohio, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Reed is involved in officiating high school and small college basketball, football, and baseball games in the Xenia area. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors while offering various advisory strategies and affiliated investment products.

Ryan Baker is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Ryan worked as a Financial Representative at PNC Bank and Primerica. Throughout his career, Ryan has focused on providing financial guidance centered on clients' personal and professional goals. He emphasizes a process and business philosophy that align with Fidelity's brand, ethics, and access. Outside of his professional work, Ryan has interests in fitness, food, football, golf, painting, and parenthood.

Bradley Richardson is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Adam Kim is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for KeyBank for ten years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gregory Rhodes is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1997. 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 under management through a network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brooke Mcconahy is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has eight years of industry experience. Prior to joining Baird in 2021, she worked at SagePoint Financial, Inc. and Smith, Moses & Company. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, with a focus on ongoing manager selection, tax management, and the use of internal research and technology in client advice.

Tina Bernardi is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Darrin Polomsky is a financial advisor with Ameriprise Financial Services, LLC in Dayton, OH, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jay Schwieterman is a Sales Manager at Merrill Lynch Wealth Management with a career in financial services spanning over 25 years. He joined Merrill in 1994 and is a partner in the ASM Wealth Management group, working with high-net worth individuals, foundations, and institutions to develop focused financial strategies. Throughout his tenure, Jay has held several leadership roles in the Dayton office. Jay's expertise includes corporate benefits, executive compensation, family wealth management strategies, services for endowments and non-profits, retirement planning, portfolio management, and tax minimization. He earned his Certified Investment Management Analyst (CIMA) accreditation in 2003 from the Investments & Wealth Institute in conjunction with the University of Pennsylvania's Wharton School of Business. Jay also holds credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He obtained his Bachelor's degree from Wright State University. A Dayton native, Jay is active in his community, serving as an Ambassador for the James Cancer Hospital and Solove Research Institute at The Ohio State University and coaching youth sports. He has held executive roles with Dayton History, Aullwood Audubon Center and Farm, Spring Run Farm, and served on the Parish Council at Incarnation Church.

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.

Dawn Whitacre is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. She is based in Miamisburg, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of financial and capital markets solutions.

Hunter Collins is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to develop personalized financial plans aimed at helping clients reach their retirement goals. Hunter encourages prospective clients to schedule meetings to explore how Fidelity's team can support their financial objectives. Prior to his current position, Hunter held roles at Fidelity Investments including Investment Consultant in 2025-2026, Relationship Manager in 2024-2025, and Workplace Planning Consultant in 2023-2024. His experience spans various facets of financial consulting and client relationship management within Fidelity. Outside of his professional responsibilities, Hunter engages in personal interests such as family activities, fitness, food-related pursuits, social events with friends, golf, and motorcycles.

Jonathan Richard is a financial advisor with LPL Financial and holds a Series 65 credential. He has 23 years of industry experience and has held roles at firms including VALIC Financial Advisors and Transamerica Financial Advisors. In addition to his financial advisory work, he serves as a public defender in Shelby County, Ohio, and is a board member of Mercy Mission House, a homeless shelter. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Edward Bettner is a financial advisor with OSAIC based in Miamisburg, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Ameriprise, and Edward Jones. He is involved with Signature Financial Group, LLC, conducting sales and marketing of securities, advisory, and insurance products. OSAIC serves a diverse client base ranging from individual investors to institutions through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with various investment tools and third-party solutions, supporting both discretionary and non-discretionary account management.

Louis Vision is a financial advisor at Raymond James & Associates with 29 years of industry experience and holds the Series 63 designation. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he acts as a statutory agent for a family rental real estate LLC. Raymond James & Associates is a 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 and consulting services with a range of portfolio management strategies and affiliated research.

Timothy Herron is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2016. He is based in Miamisburg, Ohio. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.