Timothy Ippisch is a CFP® and ChFC® credentialed advisor with Raymond James Financial, based in Dayton, OH, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of advising, he is a partner and silent investor in a local restaurant group and holds ownership interests in several business and real estate ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor strategies to client goals, supporting implementation through its advisory programs and other providers.

James Collins is a financial advisor with Ameriprise in Germantown, OH, holding a Series 66 designation and having 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Gregory Flick is a Series 66-licensed financial advisor with LPL Financial, based in Dayton, OH, and has 12 years of industry experience. Prior to joining LPL Financial in 2025, he spent over a decade with Wright-Patt Credit Union and Cuso Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Khosla is a financial advisor at Morgan Stanley in Beavercreek, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Centerville City Schools and attended DePauw University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process utilizing firm-approved tools and offers various investment and planning solutions through its extensive platform.

Nicholette Thiesing is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and its application of AI and large language models in research.

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 at Edward Jones in Beavercreek, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at The Sage Life Coach, Tailored Management, Leidos, and the University of Dayton Research Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of 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.

Brett Derrow is a financial advisor with Edward Jones in Bellbrook, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 19 years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

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 seven years of industry experience and is currently with LPL Financial in Centerville, OH. His prior roles include positions at Westminster Financial Securities, Inc. and Wright State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm provides a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, and access to third-party asset managers.

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 with LPL Enterprise based in Centerville, OH. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, JPMorgan Chase Bank NA, and Northwestern Mutual. Bernth is also involved with Pine & Iron Lodge, LLC, a real estate rental business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 in Dayton, OH, holding Series 63 and Series 65 licenses and with 16 years of industry experience. His prior roles include positions at National Wealth Management Group, LLC and PNC Wealth Management. Outside of his advisory work, he has been involved with Centerville Crossfit since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytic tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

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.