Nicholette Thiesing is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund-of-funds structures, and advisory roles to multiple registered investment companies.

Christopher Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial strategies to individuals and business owners, focusing on client-centered wealth management that combines personal attention with the resources of a leading global financial firm. His areas of expertise include college education planning, family wealth management strategies, portfolio management services, individual and corporate investment strategy, and retirement income. Christopher is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Miami University. Before joining Merrill, he worked as a Senior Account Manager in the logistics and third-party logistics industry at C.H. Robinson in Cleveland, Ohio. He resides in Beavercreek, Ohio, with his wife Sandra and their two daughters. Outside of work, he stays active through running, biking, and recreational sports, and is involved in community volunteer activities.

Amy Allen is a financial advisor with Edward Jones in Beavercreek, OH. She holds a Series 66 designation and has been with Edward Jones since 2023. Prior to joining the firm, she worked in various roles including as a life coach and at Leidos, as well as at The University of Dayton Research Institute for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Tanyike Freeman Smith is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and with 11 years of industry experience. She has been with Primerica Advisors since 2015 and was previously associated with Primerica Financial Services starting in 2014. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program for individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

William Shufflebarger is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He has worked with OSAIC since 2018 and previously spent three years at Signator Investors, Inc. Additionally, he operates Signature Financial Group, LLC, where he conducts investment and insurance business. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct tailored portfolios across various investment types.

Grant Ulrich is a financial advisor with Ameriprise in Dayton, OH, holding a Series 66 designation. He has three years of industry experience and previously worked at Twin Valley Vet Services and Twin Valley Community School District. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Robert Fortman II is a Series 66 licensed financial advisor with Edward Jones, based in Dayton, OH. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Kelly Conger is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1993 after graduating from Miami University in 1992 with a bachelor's degree in marketing. Kelly earned her CERTIFIED FINANCIAL PLANNER™ certification in 2000 and holds the Personal Investment Advisor (PIA) designation. With extensive experience in retirement planning, education planning, charitable intentions, asset protection, disability planning, asset and cash management, and legacy planning, Kelly works closely with clients during significant life transitions such as inheriting money, selling a business, and retiring. She collaborates with other professional advisors, including CPAs and attorneys, to ensure the continuity of her clients' financial plans. Kelly has been active in community volunteer work, serving on the Dayton Children's Hospital Women's Board as chair of their annual CHA CHA fundraiser, volunteering with Habitat for Humanity, participating in the Centerville Noon Optimist Club, and being a charter member of the Dayton United Way's Young Leaders Circle. She has also mentored other advisors and documented the history of Merrill's service in the Dayton community. Kelly and her husband Bill have raised two sons and reside in Centerville, where they have been longtime community members.

Brandon Fourman is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Centerville, OH. Prior to joining LPL Financial in 2020, he worked at Westminster Financial Securities, Inc. for one year and has experience outside finance with a four-year tenure at Olive Garden. He also spent five years at Wright State University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services with both discretionary and non-discretionary management options.

Scott Young is a financial advisor at Edward Jones in Dayton, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and trust services.

Austin Bernth is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, JPMorgan Chase Bank NA, and Northwestern Mutual. He served four years in the United States Marine Corps before transitioning to the financial sector. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory and brokerage services on an integrated platform.

Nathan Saner is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at PNC Investments LLC, PNC Bank, Montgomery Insurance & Investments, and Wright State University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals, employing various portfolio management and model-based solutions tailored to client objectives.

Jason Moore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James, he worked at National Wealth Management Group and LPL Financial. Outside of his advisory role, he is involved with Centerville Crossfit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor recommendations and supports both advisory programs and institutional consulting across a broad advisor network.

David Beyerle is a CFP® and Series 66-registered financial advisor with Robert W. Baird & Co., bringing 12 years of industry experience. He has worked at Robert W. Baird since 2019 and previously held roles at UBS Financial Services. Outside of his advisory work, he is an LLC member of BFE Parking, a non-investment-related business. He is part of The DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutional clients by providing a range of financial planning and portfolio management services tailored to client goals and risk tolerances. The firm offers both traditional and complex investment strategies, including discretionary management and overlay services, alongside municipal advisory and public finance capabilities.

James Hyland is a financial advisor with UBS Financial Services in Miamisburg, OH, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad range of financial products.

Kent Montgomery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He previously worked at The Ohlmann Group for three years before joining Cambridge in 2019. Outside of his advisory role, Montgomery is active as a guitarist and vocalist in multiple music groups based in the Dayton, Ohio area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charities, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management options that include proprietary models and third-party strategies.

Maxwell Blalock is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Nationwide Investment Services Corp and the Hilary Boone Center, and has a background that includes roles at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing clients with access to proprietary research, model-based asset allocations, and a broad range of investment products.

Phillip Kozen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMORGAN Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Austria is a financial advisor with Ameriprise in Beavercreek, Ohio, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Deloitte & Touche, LLP and has experience in diverse roles including at Kings Island and Miami University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Jennifer Larue is a financial advisor with Morgan Stanley in Centerville, OH, holding a Series 66 designation and 14 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and sophisticated modeling tools to assist clients in their investment and estate planning needs.