James Schade is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. He serves on the board of the Five Rivers Metroparks Foundation and is a member of Xavier University’s President's Advisory Council. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and institutional trading capabilities to tailor plans aligned with clients’ goals and risk tolerances.

Marcus Woodard is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Millennium Enterprises, U.S. Bancorp Investments, U.S. Bank, FIFTH THIRD BANK, and a brief tenure at DoorDash. Outside of financial services, Woodard works as a sports referee for basketball, baseball, softball, and football. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Edwin Strickling is a financial advisor with Cetera, holding a Series 66 designation and over 40 years of industry experience. His career includes lengthy tenures at 1st Global Advisors, Inc. and Avantax Advisory Services. He also provides financial services through Matoaka Money Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Maximillian Poe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he was with Massachusetts Mutual Life Insurance and Edward Jones. He also worked at Xavier University from 2015 to 2022. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks, supported by a centralized manager solutions team.

Richard Pate is a Series 66-registered financial advisor with Ameriprise, based in Miamisburg, Ohio, and has four years of industry experience. Prior to joining Ameriprise, he worked for seven years with the Hamilton City School District. Outside of advising, he owns Honey Harvest and Hens LLC, a farming business, and serves as an assistant tennis coach at a local high school. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

David Heberling is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Passport Inc. and Flexential. Heberling is also a shareholder in Silver Lake Beach Club, a family park with rentals in New Carlisle, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Beverly Muller Ridgway is a financial advisor at Merrill with 35 years of industry experience, holding Series 63 and Series 65 licenses. She has been with Merrill since 1987. 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. The firm offers model‑based and discretionary strategies created by internal and third‑party managers, serving individuals, high‑net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Keys is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at Wright Patt Credit Union since 2005 and was affiliated with Cuso Financial Services, LP for 20 years. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

John Campbell II is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Cambridge Investment Research Advisors and its affiliates since 2011 and previously was with CUNA Brokerage Services for eight years. Outside of his advisory role, he is a partner in an independent insurance agency and owns a client document organization service called Campbell Financial Concierge. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and custodians. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Shelley Perone is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence, systematic quantitative screens, and qualitative research to develop model asset allocations.

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.

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.

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.

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.

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.