Daniel Winkler is a Series 66-licensed financial advisor with Morgan Stanley in Beavercreek, Ohio, with six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he participates in the University of Dayton’s Flyer Investment Committee and Flyer Angels, where he is involved in equity decisions for the university’s investment fund and performs due diligence on startup companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and a structured planning process.

Steven Ryan is a CFP® with 27 years of experience in the financial services industry. He is currently a financial advisor at Morgan Stanley, having joined the firm in 2026 after 15 years at PNC Investments. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Teri Engle is a Wealth Management Advisor at Merrill Lynch Wealth Management with 29 years of experience in the finance industry. She has worked since 1993, beginning her career with Merrill, and focuses on building long-term relationships with clients. Teri offers a comprehensive approach to wealth management, providing advice on retirement preparation, wealth transfer strategies, tax minimization, insurance, education planning, and divorce transition planning. Teri holds a bachelor's degree from Miami University and an MBA from the University of Dayton. She is a CERTIFIED FINANCIAL PLANNER™ certificant, holds the Chartered Retirement Planning Counselor™ designation, and is a Certified Divorce Financial Analyst®. She is also a graduate of the Leadership Dayton Program and has been an active member of the Junior League of Dayton. Teri is involved in community service, including serving on the board of the Widows Home of Dayton. Beyond her professional work, Teri enjoys spending time with her family, including her husband Joe and children Brendon and Lauren. She also appreciates activities such as camping, reading, traveling, watching movies, and outdoor time with her dog Gio by any body of water.

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 in Dayton, OH, holding Series 63 and Series 65 licenses with 47 years of industry experience. He previously worked at Private Advisor Group, LLC from 2015 to 2021 and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from internal and third-party sources.

David Lowe is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a partner in Lowe & Pfaff Associates LLC, a business managing Ameriprise-related expenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at Ulteig Engineers, Inc and Woolpert. Outside of his advisory role, he is the owner and author of The Whitetail Detail. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Leslie Cool is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Investments and FIDELITY Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and execution of algorithmic portfolio construction using proprietary research and quantitative analysis.

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.