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 licenses and 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm offers advisory and brokerage services, including financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through affiliated entities.

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 a financial advisor with LPL Financial, holding no prior advisory experience and joining the firm in 2026. Before entering the financial industry, he worked for 36 years at Lawrence Livermore National Laboratory and was retired from 2020 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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 with Morgan Stanley in Beavercreek, Ohio, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Bolin serves on the Finance Committee of St. Luke Catholic Church. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and does not offer individual security recommendations as part of standalone financial plans.

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.

Joshua Wilson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Tornes is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. He has prior work experience including various roles at The Ohio State University and service with Prosperity Advisors. Outside of his advisory work, Tornes has also been involved with DoorDash. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and emphasizes a multi-manager platform with assets under management exceeding $256 billion.

Daniel Adams is a Series 66-licensed financial advisor with LPL Financial, based in Centerville, Ohio, and has three years of industry experience. Prior to joining LPL Financial, he operated Adams Wealth Management Group and has a background that includes roles at Wright State University, Sinclair Community College, and Centerville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by research and multiple portfolio management options.

Timothy Cornell is a financial advisor at UBS Financial Services with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2000. Outside of his advisory role, he teaches a financial strategies class on a part-time basis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

James Wellmeier is a Series 66 licensed advisor at LPL Financial with five years of industry experience. His prior roles include positions at Ameriprise Financial Services and CYMI Holdings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Jason Pearson is a CFP® with 19 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2007 and is the owner of Oakvest Financial, LLC, a financial services firm. Additionally, he serves as an account clerk for the City of Dayton's Water Department and owns Oakvest Tax Services, a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program structures and custodial relationships.

Gary Hurst is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise in Miamisburg, Ohio. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he serves on the board of directors for Living Hope Church. Ameriprise is an institutional firm providing retirement-income planning services tailored to individuals with significant investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling to support clients approaching or in retirement.

Sydney Dixon is a financial advisor with Ameriprise in Beavercreek, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, Dixon worked at Germain Honda of Beavercreek and the Beavercreek School District. Outside of Ameriprise, Dixon is also an associate financial advisor with Beyond Wealth Advisors LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering comprehensive, research-driven recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Aaron Jobson is a financial advisor with Edward Jones in Beavercreek, OH, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including five years with Ohio Conference prior to joining Edward Jones in 2018. 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.

Jason Fisher is a financial advisor with Ameriprise in Waynesville, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team, emphasizing asset management within Ameriprise accounts.