Brandon Harrison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 32 years of industry experience. He worked at LPL Financial from 1994 to 2017 before joining Raymond James, where he has been since 2017. In addition to his advisory work, he serves as a successor trustee for his parents' trust and is owner and branch manager of Harrison Wealth Management Group, Ltd. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and recent introduction of specialized SIMPLE IRA employer advisory services.

Ronald Rosenbeck is a financial advisor with J.P. Morgan Securities in Kettering, Ohio, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services and has held roles at JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he is a board member of Car Tune USA Inc., a commercial real estate company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a specialized Wealth Advisor program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Veronica Jaeger is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at CUSO Financial Services, Robert Half, and General Electric Credit Union. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Todd Lucius is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 credential and has worked at Ameriprise since 2017, including prior roles at Thrivent Financial for Lutherans. Outside of his advisory work, Lucius serves on the Board of Directors and as Vice Chair of the Finance Committee at Sycamore Creek Country Club, teaches economics at Sinclair Community College, and coaches varsity basketball and golf at Dayton Christian School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patrick Mc Namara is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Fidelity and Bank of America, before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized custody and operational infrastructure.

Mary McIntosh is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. She works with individuals and companies undergoing changes and transitions, focusing on evaluating and reviewing client plans to align with their unique financial goals. In her role as Portfolio Manager, she manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment options. Mary has been in the financial services industry since 1987. She holds a Bachelor of Science in Business from The Ohio State University and a Master of Business Administration from the University of Dayton. Her professional designations include Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), and Personal Investment Advisor (PIA). Residing in Washington Township with her husband and three children, Mary supports her children's various pursuits and enjoys spending time with her family. Her personal interests include physical fitness activities such as running, golfing, and cooking, as well as watching movies. She has also served as a past board member of the Miami Valley Hospital Foundation, Eastway, and the Children’s Hospital Women’s Board.

Michael Kern is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 1990 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a wide range of products and research to tailor plans based on clients’ goals and risk tolerances.

Gregory Kaiser is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. 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 affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Michael Federle is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to build customized investing and financial planning strategies that align with their goals, utilizing Fidelity's resources to create efficient and effective financial plans. Michael's prior experience includes serving as a Financial Consultant at Charles Schwab from 2017 to 2025, a Branch Manager at Scottrade from 2016 to 2017, and an Investment Advisor at Fidelity Investments between 2013 and 2015. This background has provided him with a broad perspective on investment management and client service. Outside of his professional responsibilities, Michael enjoys boating, fishing, fitness, football, golf, and traveling.

Samuel Rinehart is a financial advisor with Ameriprise in Miamisburg, Ohio, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a voting member of Ampex LLC, an entity that leases office space for his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Sarah Ross is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Middletown, Ohio, and has 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and previously worked at Younique, LLC from 2015 to 2017. She also has ongoing employment with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through related affiliates.

Robert Bedinghaus is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial in Lebanon, OH. Prior to joining Raymond James, he worked at Edward Jones for seven years. He is also an author working on a book targeted at near-retirees and early retirees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals and institutional clients. The firm delivers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and specialized services.

Sydney Taske is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Taske worked for Shull Media Partners and attended Coker University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.

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 based in Cincinnati, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Charles Schwab in various capacities since 2004, including roles at Charles Schwab bank and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized custody services.

Amanda Loebrich is a financial advisor with J.P. Morgan Securities in Dayton, Ohio. She holds a Series 66 designation and has 27 years of industry experience, including her ongoing tenure at JPMorgan Chase Bank since 1999. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates both quantitative and qualitative research, with an emphasis on compliance and a range of investment strategies, including ESG considerations.

Jakob Cox is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding Series 66 and Series 63 licenses and having five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Brigida Loucks is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2010 and joined Merrill in 2020. Brigida specializes in developing personalized financial strategies that align with clients' short- and long-term financial goals. Her areas of expertise include 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. She holds the professional designations of Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Brigida earned her bachelor's degree in Business from Marquette University. She and her husband, Dan, live in Miamisburg with their three children. Brigida is active in the community, supporting All Saints School and Ursuline Academy.

Megan Dalton is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2009. In addition to her advisory role, Megan is a notary public. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jennifer Fox is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank for over a decade, and had a brief tenure at J.P. Morgan Securities. Fox serves on the board of a nonprofit organization, Family Services, in Moraine, Ohio. 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 written recommendations and ongoing retirement planning focused on dependable income sources and tax-aware withdrawal strategies.