Steven Fischer is a financial advisor with Ameriprise in Springboro, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jared Jones is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He has been a part of Fidelity since 2021, progressing through roles including Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Jared focuses on providing sound and reliable financial planning, helping clients reach their personal retirement and investment goals through a thorough and client-centered process. His experience encompasses various aspects of financial consulting, with a commitment to business beliefs and values that guide his work. Jared holds an Arkansas insurance license, supporting his role in advising clients. Outside of his professional career, Jared has interests in baseball, comedy, concerts, football, and food culture.

William Thompson is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Private Advisor Group, LLC, StoneX Advisors Inc., and Wrp Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Lowe is a financial advisor with Ameriprise in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Lowe is a partner in Lowe & Pfaff Associates LLC, a business created to manage Ameriprise business expenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement-income planning through its Premier Retirement Income service. The firm provides a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

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.

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 with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at Ulteig Engineers, Inc. and Woolpert. He is also the owner and author of The Whitetail Detail, a non-investment-related publication. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Nicholas Gooch is a financial advisor with Edward Jones in Brookville, OH. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Edward Jones in 2025, he worked at Fifth Third Securities and Fifth Third Bank for a combined ten years. 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 programs and investment solutions, operates under a fiduciary standard, and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

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.

Richard Wallace is a financial advisor with J.P. Morgan Securities in Dayton, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He worked at Fidelity Investments for ten years before joining JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities in 2025. 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.

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 designations and bringing 39 years of industry experience. His career includes over three decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning and access to third-party asset managers.

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 an advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked for 36 years at Lawrence Livermore National Laboratory and spent six years retired. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform supported by research and technology tools.

Clare Thielen is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc. and James Capital Alliance, Inc. before joining Fidelity. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Robert Bolin is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and previously spent three years at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Bolin serves on the finance committee of St. Luke Catholic Church in Beavercreek, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

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.