Carl Davey is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Financial Representative, and Investment Solutions Representative. Carl focuses on building long-term relationships with clients and their families by gaining a deeper understanding of their priorities. He partners with clients to develop and implement customized financial plans tailored to their individual needs. His experience encompasses a range of roles within Fidelity Investments, reflecting a commitment to client-focused financial consulting.

Gregg Clark is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

John Jervis is a financial advisor with Merrill in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Merrill since 1994 and has been associated with Bank of America, N.A. since 2009. Outside of his advisory role, he is a limited partner in Maysfield, LLC, a for-profit limited liability corporation. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Gerald Wolf Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Fortis Investors, Inc. for over three decades. In addition to his advisory roles, he owns sole proprietorships that provide life and disability insurance services and offer tax preparation and filing. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Paul Nenni is a financial advisor with Cambridge Investment Research Advisors in Middletown, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also owns Nenni & Company CPAs, providing accounting and tax services. Outside of his advisory and accounting roles, he serves as treasurer for two local nonprofit organizations and is a part-owner of a wine bar. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, providing customizable strategies across multiple platforms with both proprietary and third-party investment options.

Diane Morgan is a financial advisor with Raymond James & Associates in Centerville, OH, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she is a partner in a family farm business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting services through a range of portfolio management styles and affiliated research.

David Trimmer is a CFP®-designated financial advisor with Edward Jones in Fairborn, Ohio, bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Keith Meyer is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017, and previously worked at Bank of America and Merrill. Outside of his advisory work, Meyer is an adjunct professor at the University of Dayton and operates a vending business in Dayton, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Adina Angel is a financial advisor with Edward Jones in Waynesville, OH, holding a Series 66 designation and with six years of industry experience. She has been with Edward Jones since 2017, following a year at Eckert's, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory solutions, including discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jennifer Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on helping clients reach their financial goals through Merrill's Goals-Based Wealth Management process, emphasizing open communication to guide important financial decisions and adjust goals as needed. Jennifer works closely with multi-generational families, educating each generation on stewardship of wealth and creating family mission statements around priorities such as education, retirement, and philanthropy. She also assists women experiencing various life transitions, including retirement, education, job changes, or family changes, empowering them to achieve their financial objectives. She holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Plans Specialist (CRPS) designation from the College of Financial Planning Institutes Corp. Jennifer earned a High School Diploma from Dublin High School, attended The Ohio State University without completing a degree, and obtained a Bachelor's Degree from Liberty University. She is involved with professional organizations such as Hope Restored India and participates in community activities including Boys Scouts of America, Matthew 25 Ministries, and National Veterans Wheelchair Games. Her personal interests include antiquing, camping, cooking, gardening, genealogy, hiking, skiing, spending time with family, swimming, and yoga.

Anthony Sisson is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones and Unisys. Outside of his advisory role, he serves as president of the Rotary Club of Springboro and vice president of the Waynesville Chamber of Commerce, and he is preparing to publish a series of books under Flipside Books. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Lisa Grogg is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1992. Merrill, along 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 plans, corporations, and charitable organizations.

Randale Honaker III is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has worked at UBS since 2014 and concurrently serves in the U.S. Navy. Honaker is a member of the board of directors for the Wright Memorial Public Library, providing oversight of the library director. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Devon Walton is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity Investments since 2021, including Investment Consultant and Workplace Planning Consultant. Prior to that, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Devon has focused on building trust and long-term partnerships with clients. He emphasizes understanding client goals, simplifying complex financial decisions, and creating clear strategies to achieve financial security. No additional education, credentials, personal interests, or community involvement have been provided.

Aaron S Campbell is a Series 66 registered financial advisor with UBS Financial Services in Miamisburg, Ohio, and has 17 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research to tailor investment strategies aligned with client goals.

Tristan Boyd is a financial advisor at UBS Financial Services with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at W&S Brokerage, Western and Southern Life, and Bankers Life and Casualty, as well as positions outside financial services in the restaurant and distillery sectors. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor client plans and portfolio management solutions.

Michael Wardley is a financial advisor with Ameriprise in Dayton, OH, holding a Series 66 license and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Wardley is a partner at Kentner Sellers, LLP, where he is involved in tax preparation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David Space serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2012 and has been in an advisor role since 2015. David works with clients to develop individualized wealth management strategies, focusing on areas such as education planning, legacy planning, managing new wealth, personal retirement planning, investment strategy for individuals and corporations, and retirement income. David completed the requirements to become a CERTIFIED FINANCIAL PLANNER (CFP) professional in 2021. In addition to the CFP designation, he holds certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from St. Joseph's College. Originally from Long Island, New York, David relocated to Cincinnati in 2015. Outside of his professional work, he volunteers with All Saints and spends time engaged in activities such as boating, bowling, cooking, football, golfing, racquetball, skiing, woodworking, traveling, and time with his family.

Lauren Morgan is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Raymond James Financial Services and UBS Financial Services. Outside of her advisory role, she is involved in managing two investment-related LLCs. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on tax-aware withdrawal strategies and dependable income sources. The firm’s approach integrates proprietary research and third-party data within a defined investment framework tied to its affiliated product ecosystem.

Dennis Brun is a financial advisor with Osaic Wealth Inc. in Dayton, OH, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Stifel Independent Advisors, LLC and spent 28 years at Archbishop Carroll High School. Outside of advising, he owns and operates a landscaping business. Osaic Wealth serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of investment types and supports both discretionary and non-discretionary account management.