Joshua Meyers is a financial advisor at Edward Jones in Franklin, OH, with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. His prior roles include positions at Logik, Bank of America, Merrill, and LA Fitness. Edward Jones is a full-service wealth management firm serving more than 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, supported by a nationwide network of over 23,700 financial advisors.

Amanda Perkins is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Cincinnati, OH. She has been with Charles Schwab & Co., Inc. since 2009 and Charles Schwab Bank since 2014. Outside of financial advising, she is involved in retail sales of beauty and wellness products and participates in in-home nail fashion sales. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering managed-account and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides integrated brokerage, custody, and alternative investment services.

Christopher Bush is a financial advisor with Primerica Advisors in Cincinnati, OH, holding seven years of industry experience. He has been affiliated with PFS Investments Inc. since 2017 and Primerica Financial Services since 2014. Outside of his advisory role, he works part-time as a Lyft driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Brittanie Washington is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Merrill, Bank of America, Wells Fargo Clearing, and US Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Amanda Salcedo is a financial advisor with LPL Financial in West Chester, Ohio. She holds a Series 66 designation and has been active in the industry since 2024. Prior to joining LPL Financial, she worked at Stevens Investment Group Inc and Stevens & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a nationwide network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Melinda Hannah is a CFP® and holds a Series 66 license with 13 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard nationwide.

Kyle Sweeney is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fidelity Investments, Citi, Bank of America, and Charles Schwab Bank. He has also worked in athletic training and sports facility roles before entering the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach.

Keith Carpenter is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity and TIAA-CREF before joining Charles Schwab in 2025. Prior to his financial career, he was employed at Ourback Steak House for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related 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.

Karen Glover is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and concurrently works with Volta Tax Center. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a wrap-fee structure with an operational model that includes independent due diligence and delegated trading responsibilities.

Matthew Miller is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and several other firms during his career. Miller has no reported outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Griffin Meyer is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at Bank of America, Park Avenue Securities, Guardian Life Insurance Company, DLAK Wealth Advisors, JPMorgan Chase, and Miami University Oxford. Outside of finance, he was involved with Topshelf Shots Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm’s integration within Bank of America’s platform allows access to a wide range of financial products and services.

Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jodi Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and over four years of industry experience. She has been involved with Stevens Insurance Agency, LLC and Stevens & Associates, LLC for more than a decade, where she serves as owner and CPA, respectively. Stevens also operates Enterprises 21 LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management approaches supported by in-house and third-party research.

Shannon Friend is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and was involved with Monroe Presbyterian Church for eight years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Montgomery Milburn Jr. is a financial advisor with J.P. Morgan Securities in West Chester, OH, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has worked at various JPMorgan entities since 2016 and was briefly involved with Crescent Cov Properties, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary Ann Rothan is a financial advisor at Primerica Advisors with eight years of industry experience. She has been with Primerica Advisors since 2017 and has also been associated with Primerica Financial Services since 2016. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation from affiliated companies for mortgage loan sales and referrals of home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and implements strategies through BNY Mellon Advisors, offering a tiered wrap-fee structure and a range of investment models.

Nathaniel Grant is a Series 63-licensed advisor with Primerica Advisors in Cincinnati, OH, bringing 37 years of industry experience. He has worked with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of his advisory role, he has been involved with the Miami Baptist Association since 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a third-party asset manager selection process and uses a tiered wrap-fee structure.

Joshua Miller is a financial advisor at Edward Jones in Fairfield, OH, holding a Series 66 designation with two years of industry experience. He has worked intermittently at Edward Jones since 2021 and has a background including roles at Amazon and TruTurf. Outside of finance, Miller serves as a part-time wrestling coach for Edgewood City Schools and has participated in acting and modeling, including a non-speaking role on a television show. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive advisor and branch network, as well as affiliated capabilities such as a trust company and securities-based lending.

Kenward Stone is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. He has also operated Stone Financial Retirement Planning since 1991, advising clients on portfolios of ETFs and life insurance needs. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Kassia Cristello is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. Her career includes prior roles at INVEST Financial Corp. and Acordia Personal Insurance Company. She is involved in managing operations at Tri-County Assurance Agency Inc. and works with SCOAPE Financial Group in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diverse portfolio management strategies.