Cassandra Nelson is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions through its global platform.

Teresa Papadatos is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Braden Miller is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JP Morgan Securities LLC, OneAmerica Securities, and Northwestern Mutual Investment Management. Outside of his advisory work, Miller has part-time experience as a food delivery contractor for DoorDash. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Christopher Garrity is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, JP Morgan Securities, and Bridgepoint Education. Outside of his advisory role, he serves as president of the board of trustees for Clothes That Work, a nonprofit organization focused on preparing individuals for employment success. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Kurtis Campbell is a financial advisor with Cetera in Springboro, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms including Avantax and Pohlman, Talmage, Brown & Campbell CPAs, where he is a partner offering accounting, tax, and consulting services. Campbell also serves as treasurer on the board of One Family Church of Dayton. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party money managers.

Brett Thornock is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including NYlife Securities LLC and Ohio National Financial Services. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven methodologies in portfolio management.

Brian Snowden is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch and Scottrade. Snowden is also employed as a sales assistant at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Eric Albright is a Series 66-credentialed financial advisor with 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Albright also serves as Vice President at LifePoint Financial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals utilizing various platform arrangements and both proprietary and third-party model strategies.

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.

Jonathan Patton is a financial advisor at Ameriprise in West Chester, OH, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Makino and Brooks Brothers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research and third-party data, with distinctive enrollment criteria and an investment framework influenced by affiliated product partnerships.

Kevin Dunn is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Kevin brings extensive experience in portfolio management and client services within the investment industry. Prior to his current role, he served as a Senior Portfolio Specialist and Portfolio Specialist at Fidelity's Portfolio Advisory Services (PAS) from 2014 to 2020, and as a Client Management Representative at PAS from 2013 to 2014. His earlier experience includes serving as Vice President of Investments at Richfield Orion International in 2013 and at vFinance Investments, Inc. from 1997 to 2012.

Margaret Vagle is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with 12 years of industry experience. She 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Richard Shively is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior roles include positions at CUSO Financial Services, Equitable Advisors, First Financial Wealth Management, Raymond James Financial Services, and First Financial Bank. 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 asset management solutions, supported by a large network of advisors and extensive operational tools.

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.

Linda Austin is a financial advisor at Edward Jones in West Chester, OH, with two years of industry experience. She previously worked at Fidelity Investments and Vandyk Mortgage Corp, where she held a marketing assistant role. Outside of her advisory work, she serves as a trustee for Move With Kenny LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branches.

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 25 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following a long tenure at JPMorgan Chase Bank, N.A. beginning in 1993. 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 brokerage, distribution, and investment management capabilities.