David Lowe is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a partner in Lowe & Pfaff Associates LLC, a business managing Ameriprise-related expenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brittany Hartley is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Canida is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Canida serves as president and board member of the Rotary Club of Beavercreek and is the owner of Canida Industries Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management approaches and proprietary as well as third-party model strategies.

Matthew Whitcomb is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Financial Resource Partners, LLC, where he held roles related to investment and administrative support. Whitcomb also operates an independent insurance agency through Matthew Whitcomb LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers customizable investment strategies through a network of independent professionals and combines proprietary models with access to external strategists.

Scott Richter is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2022. In this role, he collaborates with clients to develop financial plans by examining potential outcomes and strategies, providing education through data, insights, and research to support informed decision-making. His professional experience includes positions as Co-founder and Wealth Planner at OTIUMfinancial from 2020 to 2022, Wealth Management Advisor at TIAA from 2014 to 2020, Investment Representative at Fidelity Investments from 2010 to 2014, and Financial Advisor at Premier Wealth Group from 2008 to 2010. Throughout his career, he has focused on wealth planning and financial advisory services. No information about education, credentials, personal interests, or community involvement was provided.

Alisha Blalock is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked for ten years at Adare Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a variety of investment strategies and affiliated financial services under a fiduciary standard.

Jerry Rude is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at Ulteig Engineers, Inc and Woolpert. Outside of his advisory role, he is the owner and author of The Whitetail Detail. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Forrest Beilby is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Leslie Cool is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and FIDELITY Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and execution of algorithmic portfolio construction using proprietary research and quantitative analysis.

Gerard Walsh is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by proprietary tools and firm-developed investment models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Keith Burnett is a financial advisor with Primerica Advisors in Centerville, OH, holding 17 years of industry experience. He has worked with Primerica Financial Services since 2005 and PFS Investments Inc. since 2012. Outside of advising, he is co-owner of A-1 Complete Services, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Ethan Tyack is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he worked at American Income Life Insurance Company and has experience in various roles including at Urban Meyers Pint House and 360 One Firm. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans aligned with client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Patrick Cauley is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers advisory and brokerage services, including financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through affiliated entities.

Barry Linder is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC and Scottsdale Securities, Inc. since 1995. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Soto is a financial advisor with LPL Financial, holding no prior advisory experience and joining the firm in 2026. Before entering the financial industry, he worked for 36 years at Lawrence Livermore National Laboratory and was retired from 2020 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Christopher Browning is a CFP® and ChFC® with over 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is a co-owner of Browning Properties, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Courtenay Kull is a financial advisor with Morgan Stanley in Centerville, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2024, Kull worked at PNC Investments for three years and Fifth Third Securities for 21 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process supported by proprietary tools and research.

Alex Tornes is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. He has prior work experience including various roles at The Ohio State University and service with Prosperity Advisors. Outside of his advisory work, Tornes has also been involved with DoorDash. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and emphasizes a multi-manager platform with assets under management exceeding $256 billion.

Timothy Ponstingle is a financial advisor with Charles Schwab in Mason, Ohio, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, 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 provides a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Daniel Adams is a Series 66-licensed financial advisor with LPL Financial, based in Centerville, Ohio, and has three years of industry experience. Prior to joining LPL Financial, he operated Adams Wealth Management Group and has a background that includes roles at Wright State University, Sinclair Community College, and Centerville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by research and multiple portfolio management options.