Linda Austin is a financial advisor at Edward Jones in West Chester, OH, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Fidelity Investments and Vandyk Mortgage Corp, where she spent nine years before joining Edward Jones. Outside of advising, she acts as a trustee for Move With Kenny LLC, authorized to sign on behalf of her husband when necessary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated services. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary investment solutions under a fiduciary standard.

Kim Sherwood is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes long-term roles at Lang Financial Group and Cetera Wealth Services, as well as ownership of Center Stage Financial since 2020. Outside of finance, she is involved in stand-up comedy and related podcast and video production and serves on the board of directors for Westview Condominiums. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account management across multiple program structures.

Dianna Knudsen is a CFP® designated financial advisor with Raymond James Financial in Mason, OH, with 10 years of industry experience. She previously worked at Edward Jones for 11 years. Outside of her advisory role, she owns and operates a sole proprietorship managing an Edward Jones office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals, supporting implementation through its advisory programs or other providers.

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.

Brian Rogers is a financial advisor with LPL Financial in Mason, OH, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. His career includes roles at National Planning Corporation, Woodbury Financial Services, Mony Securities Corporation, and Troyan & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Donna Lynn is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, N.A. since 1993. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, and incorporates ESG eligibility criteria in its recommendations.

Beth Mc Donald is a financial advisor with Ameriprise in Florence, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, and also spent time at Neat Method of Cincinnati. Outside of Ameriprise, she serves as an Associate Financial Advisor at BFM & Associates, LLC, focusing on financial planning. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm provides tailored, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

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.

Lisa Mullen is a financial advisor with Wells Fargo Advisors in Mason, OH, holding a Series 63 designation and 22 years of industry experience. She previously worked at Raymond James & Associates for 16 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors is an institutional firm with over 2,200 advisors providing investment services across a broad client base.

Edward Zdolshek is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Cetera Advisor Networks and Foresters Financial Services. Outside of his advisory role, he serves as a high school hockey assistant coach at St. Ignatius High School in Cleveland, OH. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Kimberly Thompson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 23 years of industry experience. She has worked with several firms including Wells Fargo Clearing and UBS Financial Services before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Peter is a financial advisor with Charles Schwab in Cincinnati, OH. He holds the CFP® designation along with Series 66 and Series 63 licenses, and has 12 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and order-routing operations.

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.

Patrick Lause is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been affiliated with PFS Investments Inc. since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, Lause is involved in non-investment activities including independent contracting for 3M Cogent, Inc. and ownership of DBASolutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trading and custody support through BNY Mellon Advisors and Pershing.

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.

Mark Gorsuch is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operations.

Maxwell Blalock is a financial advisor at UBS Financial Services with six years of industry experience. He has held positions at Nationwide Investment Services Corp and previously at UBS Financial Services, as well as experience at the Hilary Boone Center and the University of Kentucky. He holds Series 63 and Series 66 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services using proprietary research and model-based asset allocations.

Shahid Malik is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, and Ameriprise. He serves as Treasurer on the board of the American Muslim Chamber of Commerce and teaches Arabic language outside of his advisory work. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Michael Vennemeyer is a financial advisor at Ameriprise in Cincinnati, OH, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Ameriprise since 2017, including its affiliated entity Ameriprise Financial Services, Inc. Outside of his advisory role, he works as a paraplanner with Solomon Professional Services LLC, assisting with client meeting preparations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate tailored advice primarily for clients who hold assets in Ameriprise-managed accounts.

Timothy Payne is a CFP® and Series 66-registered financial advisor with Edward Jones in Loveland, Ohio. He has 15 years of industry experience and has been with Edward Jones since 2010. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.