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.

Michael Thompson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at several firms, including Wright-Patt Credit Union and CUSO Financial Service, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by research and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Denver Cottle is a financial advisor with Edward Jones in Centerville, OH, holding a Series 66 designation and 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he volunteers as a musician playing guitar at his church and occasionally performs at paid venues. 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, supported by a large nationwide network of advisors and branch offices.

Jessica Reynolds is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Wright Patt Credit Union and operated a business called The Pub. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

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 financial advisor at Merrill with five years of industry experience. She previously worked at Morgan Stanley for six years and spent four years at Arhaus Furniture before entering the financial services field. Hall serves as Vice President of Cheer for Centerville Wee Elks, a nonprofit youth sports organization, where she manages budgeting and expenses for the cheerleading program. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection and tax-efficient investment strategies in its approach.

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.