Holly Linville is a financial advisor with Raymond James & Associates, holding a Series 66 designation and with 11 years of industry experience. She has been with Raymond James since 2015, working out of Centerville, Ohio. Raymond James & Associates is a large 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, non-discretionary investment consulting, and specialized municipal advisory services.

Robert Scarfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at Wright-Patt Credit Union and Cuso Financial Services for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Max Plunkett II is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm‑approved tools, offering a range of investment and advisory services.

William Furay is a financial advisor at Primerica Advisors with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has prior experience with the Great Dayton Surgery Center and the Orthopedic Institute of Dayton. Furay also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution through BNY Mellon Advisors and Pershing, operating with approximately 3,700 advisors and $15.5 billion in assets under management.

Vicki Long is a financial advisor with Edward Jones in West Milton, OH, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, operating through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Ryerson is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been affiliated with Edward Jones since 2006. Outside of her advisory role, Ms. Ryerson is a caregiver providing in-home care services in Troy, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Annie Scott is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2015. In addition to her advisory role, she works as a financial planning analyst and paraplanner at Heick, Hester, Smith & Associates LLC. Ameriprise Financial Services is a large, diversified 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 tax-aware withdrawal advice.

Samuel Williamson is a Series 66-licensed financial advisor with Raymond James Financial in Dayton, OH, bringing four years of industry experience. His prior work includes roles at Raymond James & Associates and experience outside finance at companies like Doordash and La Comedia. He also operates Williamson Wealth Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm’s approach involves non-discretionary planning tailored to client goals, employing risk profiling and analytical tools to support investment decisions.

Gail Plunkett is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based analyses within its financial planning process.

Logan Myers is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Dayton, Ohio. He previously worked at UBS Financial Services for five years and has held various roles in financial services and education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services in municipal finance and retirement plan consulting.

Phillip Johnson is a financial advisor with Primerica Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and has worked at Miami University since 2017. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Eric Klaes is a financial advisor with Charles Schwab in Vandalia, Ohio, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked within several Charles Schwab entities since 2014, including Schwab Private Client Investment Advisors and multiple Schwab bank affiliates. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

John Sagraves is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with LPL Financial since 2025 and concurrently works at Wright-Patt Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Susan Quinter is a financial advisor with Raymond James & Associates in Centerville, Ohio, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and institutional services.

Adam Hendricks is a financial advisor with Morgan Stanley in Beavercreek, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley since 2011. Outside of his advisory role, he is the sole proprietor of a property management business in Xenia, Ohio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

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 and holds the Series 63 and Series 65 designations. He has 12 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

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.

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.