James Young is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. In addition to his advisory work, Young serves as the elected 42nd District State Representative for Ohio and has been involved with the Montgomery County Republican Party as a precinct captain. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

John Bradley is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird since 2019, following a 19-year tenure at UBS Financial Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Todd Darr is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Eaton, Ohio. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he manages rental properties in Eaton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains affiliated capabilities such as mutual funds and a trust company, supported by a nationwide network of more than 23,700 financial advisors.

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 in Centerville, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA entity for his LPL business. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm uses a platform combining proprietary research, model portfolios, and third-party management, alongside sales of various financial products and insurance through affiliated entities.

Robert Blommel is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill and Bank of America in various roles since 1995. Outside of his advisory work, he serves on the finance committee of the Miami Valley Child Development Corporation, which oversees Head Start educational programs in Montgomery County, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Madeline Cook is a CFP® and Series 66 licensed advisor with Ameriprise, bringing four years of industry experience. Her career includes roles at OSAIC, FSC Securities, and Smith, Moses & Cozad, LLC, where she also served as a registered representative. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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.

Gregory Stevens is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he owns an LLC focused on the storage and maintenance of personal firearm accessories. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

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.