Tricia Marteney is a CFP® and Series 66 licensed advisor with Edward Jones, based in Centerville, OH. She has five years of industry experience, including six years at Edward Jones and 24 years at Equipment Depot/Portman Equipment. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Russell Clark is a financial advisor at Morgan Stanley with six years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2019 and also works at Morgan Stanley Private Bank, N.A. outside of regular business hours, Clark is active as an entertainer on the Twitch platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Charles Woodhull is a financial advisor with LPL Financial in Centerville, OH, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at Northwestern Mutual in various capacities from 2020 to 2022. Outside of his advisory role, he is involved in a home-based business called Coordi.me. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michael Fink is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting services, utilizing various portfolio management styles supported by affiliated research and model manager options.

Daniel Christie is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory role, he teaches a section on Financial Strategies for Successful Retirement at the University of Dayton and serves as president of the Wabasso Home Owners Association. He is also involved in youth basketball training through the Athletic Workshop in Dayton, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through a broad platform.

Caleb Stauch is a financial advisor with UBS Financial Services in Miamisburg, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, his work history includes roles in various service and healthcare companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Blair Cornell is a financial advisor with UBS Financial Services in Centerville, OH, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves on the board of a nonprofit car club for children with differing abilities and teaches an educational retirement course at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment solutions. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets activities.

John Knapke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1984 and works with institutions, foundations, and corporate retirement plans, focusing on total portfolio planning including investment policy review, asset allocation, and institutional money manager selection. John earned a Bachelor's degree from Wright State University and an MBA from the University of Dayton. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include Divorce Transition Planning, Institutional Consulting, Institutional Investment Consulting, Services for Defined Benefit Plans, Investment Consulting for Defined Contribution Plans, Managing New Wealth, Personal Retirement Planning, Socially Responsible, Values Based, and ESG Investing, Tax Minimization, and Retirement Income. Outside of work, John has an interest in baseball, basketball, and football.

Melissa Pennington is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at Reese Wealth Management and Waddell & Reed, Inc. from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

William Varwig IV is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has worked at several firms including TD Ameritrade and Anthem Inc. Prior to his current role, he was briefly employed at DoorDash in 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, supported by a centralized operational structure.

Matthew Watson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 credential and previously worked at Alps Distributors, Inc. for seven years. Watson serves as an advisor on the investment committee for the Wright State University Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Dwayne Adams is a CFP® professional with over 32 years of industry experience, currently affiliated with LPL Financial since 2000. He has operated under the names Adams Financial Group, Inc. and Adams Wealth Management Group. Outside of his advisory role, Adams is involved in managing investment-related real estate ventures in Centerville and Xenia, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, and provides access to model portfolios and research from multiple sources.

Tyler Clark is a financial advisor with Ameriprise in Springboro, Ohio, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering customized advice through a centralized consulting team.

Tyler Schmidt is a financial advisor with Edward Jones in Lebanon, Ohio, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at BMW of Cincinnati North for three years and has served in the Army National Guard since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers diverse advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Amy Emrick is a financial advisor with Ameriprise in Middletown, Ohio, holding 21 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Emrick is involved in an outside business activity as a paraplanner for Centurion Holdings LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Kerry Beeber is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked with Fidelity Brokerage Services since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies, use of systematic methodologies, and application of AI in research.

Timothy Reese is a financial advisor with LPL Financial in Centerville, OH, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and operating Reese Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio management options.

Timothy Birt is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Primerica Advisors since 2006 and has prior experience at Riverside Research Institute and Modern Technologies Solutions Inc. Birt also has business activities involving sales of loan products and home security services through affiliates of Primerica. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-based investment strategies managed by unaffiliated asset managers, supported by third-party trade execution and custody.

Kayla Wolf is a financial advisor at Edward Jones in Morrow, OH, holding a CFP® designation with nine years of industry experience. Her career includes roles at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Brian Smith is a financial advisor with Charles Schwab in Cincinnati, OH, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Charles Schwab since 2004 and affiliated with Charles Schwab Bank, SSB since 2018. Charles Schwab & Co., Inc. provides wealth advisory services primarily to 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 and discretionary investment options with centralized custody and operational support, serving a large client base across multiple programs.