Shelley Perone is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence, systematic quantitative screens, and qualitative research to develop model asset allocations.

Hugh Patton Jr. is a financial advisor with Ameriprise in Mason, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Patton serves as Treasurer on the Board of Directors for Aikido of Cincinnati and manages his own business entity, H. S. Patton & Associates. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a range of brokerage and insurance solutions.

Brandon Harrison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 32 years of industry experience. He worked at LPL Financial from 1994 to 2017 before joining Raymond James, where he has been since 2017. In addition to his advisory work, he serves as a successor trustee for his parents' trust and is owner and branch manager of Harrison Wealth Management Group, Ltd. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and recent introduction of specialized SIMPLE IRA employer advisory services.

Veronica Jaeger is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at CUSO Financial Services, Robert Half, and General Electric Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Todd Lucius is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 credential and has worked at Ameriprise since 2017, including prior roles at Thrivent Financial for Lutherans. Outside of his advisory work, Lucius serves on the Board of Directors and as Vice Chair of the Finance Committee at Sycamore Creek Country Club, teaches economics at Sinclair Community College, and coaches varsity basketball and golf at Dayton Christian School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patrick Mc Namara is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Fidelity and Bank of America, before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized custody and operational infrastructure.

David Beiswanger is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2016. Outside of advisory work, he is also involved as an insurance agent selling life, health, disability, annuities, and long-term care products, and operates Center Stage Financial, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors to individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and a multi-manager platform.

Mary McIntosh is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. She works with individuals and companies undergoing changes and transitions, focusing on evaluating and reviewing client plans to align with their unique financial goals. In her role as Portfolio Manager, she manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment options. Mary has been in the financial services industry since 1987. She holds a Bachelor of Science in Business from The Ohio State University and a Master of Business Administration from the University of Dayton. Her professional designations include Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), and Personal Investment Advisor (PIA). Residing in Washington Township with her husband and three children, Mary supports her children's various pursuits and enjoys spending time with her family. Her personal interests include physical fitness activities such as running, golfing, and cooking, as well as watching movies. She has also served as a past board member of the Miami Valley Hospital Foundation, Eastway, and the Children’s Hospital Women’s Board.

Thomas Nead is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked at Primerica Financial Services since 2002 and is also affiliated with PFS Investments Inc. and Comprehensive Sub Solutions. Outside of advisory services, he is involved in the sale of home security, automation products, and loan products through related affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and delivers advisory services through a model-based investment approach supported by unaffiliated asset managers and custodial services.

Keith Reed is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes roles at ON Investment Management Co., Legend Advisory, LLC, and 1717 Capital Management Company. Outside of advisory work, he owns a farm in Maineville, Ohio, where he raises rice and crawfish. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Michael Kern is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 1990 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a wide range of products and research to tailor plans based on clients’ goals and risk tolerances.

Mark Hoffman is a financial advisor with Edward Jones in Montgomery, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked briefly at Labster. Hoffman is also involved with Freeland Ventures, a multi-unit passive investing business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of approximately 23,700 financial advisors and 15,100 branch offices.

Drew Tuchfarber is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Northwestern Mutual, and Fifth Third Securities. Outside of his advisory role, he has worked as an UberEats delivery driver over the past decade. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach that incorporates investment research, third-party data, and algorithmic tools.

Gregory Kaiser is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Samuel Rinehart is a financial advisor with Ameriprise in Miamisburg, Ohio, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a voting member of Ampex LLC, an entity that leases office space for his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Donald Richards is a financial advisor with Primerica Advisors, holding 14 years of industry experience. He has been associated with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011. Outside of his advisory role, Richards has a long-standing involvement with the Ohio High School Athletic Association since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Sarah Ross is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Middletown, Ohio, and has 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and previously worked at Younique, LLC from 2015 to 2017. She also has ongoing employment with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through related affiliates.

Bruce Myers is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he also works as a Lyft driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, utilizing a tiered wrap fee structure and various investment models.

Sydney Taske is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Taske worked for Shull Media Partners and attended Coker University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.

Gregory Bonner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients achieve their financial and retirement goals through prudent planning strategies. Greg employs a rigorous and disciplined goals-based wealth management process, advising clients on tax minimization, estate planning, retirement planning, asset allocation, and asset preservation strategies. Since joining Merrill in 2004, Greg has developed expertise in college education planning, corporate executive services, family wealth management strategies, institutional investment consulting, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Greg earned his bachelor's degree in Economics from Allegheny College. Greg lives in Mason with his wife Lauren, their son Luke, daughter Parker, and their dog Bear. He is involved in the community through organizations such as Big Brothers, Big Sisters, CHCA 3/4 Football Coach, Flag Fanatics, Mason Youth Basketball, and the Mason Youth Organization. He enjoys baseball, basketball, football, reading, running, skiing, and spending time with his family.