Christopher Garrity is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones, JP Morgan Securities, and Bridgepoint Education. Outside of his advisory role, he serves as president of the board of trustees for Clothes That Work, a nonprofit organization focused on preparing individuals for employment success. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Kurtis Campbell is a financial advisor with Cetera in Springboro, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with several firms including Avantax and Pohlman, Talmage, Brown & Campbell CPAs, where he is a partner offering accounting, tax, and consulting services. Campbell also serves as treasurer on the board of One Family Church of Dayton. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party money managers.

Brett Thornock is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including NYlife Securities LLC and Ohio National Financial Services. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven methodologies in portfolio management.

Brian Snowden is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch and Scottrade. Snowden is also employed as a sales assistant at Yellow Cardinal Brokerage Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Eric Albright is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and bringing 26 years of industry experience. His previous roles include positions at UBS Financial Services, Quick & Reilly, Whitehall Financial Services, and Kms Financial Services. He is also a vice president at LifePoint Financial Solutions. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

James Collins is a financial advisor with Ameriprise in Germantown, OH, holding a Series 66 designation and having 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Jonathan Patton is a financial advisor at Ameriprise in West Chester, OH, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2018 and has prior experience at Makino and Brooks Brothers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes proprietary research and third-party data, with distinctive enrollment criteria and an investment framework influenced by affiliated product partnerships.

Seann Schaller is a financial advisor at LPL Financial in Cincinnati, OH, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Cetera Advisors LLC, Guardian Life, and ClaimLinx. Outside of his advisory role, he is owner and president of Freeman Heyne Schaller, where he provides health benefits and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Margaret Vagle is a financial advisor at Edward Jones in Cincinnati, OH, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Christopher Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial strategies to individuals and business owners, focusing on client-centered wealth management that combines personal attention with the resources of a leading global financial firm. His areas of expertise include college education planning, family wealth management strategies, portfolio management services, individual and corporate investment strategy, and retirement income. Christopher is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Miami University. Before joining Merrill, he worked as a Senior Account Manager in the logistics and third-party logistics industry at C.H. Robinson in Cleveland, Ohio. He resides in Beavercreek, Ohio, with his wife Sandra and their two daughters. Outside of work, he stays active through running, biking, and recreational sports, and is involved in community volunteer activities.

Linda Austin is a financial advisor at Edward Jones in West Chester, OH, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Fidelity Investments and Vandyk Mortgage Corp, where she spent nine years before joining Edward Jones. Outside of advising, she acts as a trustee for Move With Kenny LLC, authorized to sign on behalf of her husband when necessary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment strategies, and affiliated services. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary investment solutions under a fiduciary standard.

Kim Sherwood is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes long-term roles at Lang Financial Group and Cetera Wealth Services, as well as ownership of Center Stage Financial since 2020. Outside of finance, she is involved in stand-up comedy and related podcast and video production and serves on the board of directors for Westview Condominiums. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account management across multiple program structures.

Dianna Knudsen is a CFP® designated financial advisor with Raymond James Financial in Mason, OH, with 10 years of industry experience. She previously worked at Edward Jones for 11 years. Outside of her advisory role, she owns and operates a sole proprietorship managing an Edward Jones office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals, supporting implementation through its advisory programs or other providers.

Brett Derrow is a financial advisor with Edward Jones in Bellbrook, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 19 years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Brian Rogers is a financial advisor with LPL Financial in Mason, OH, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. His career includes roles at National Planning Corporation, Woodbury Financial Services, Mony Securities Corporation, and Troyan & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Donna Lynn is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, N.A. since 1993. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, and incorporates ESG eligibility criteria in its recommendations.

Brayden Rouse is a Series 66 licensed financial advisor with LPL Financial in Harrison, Ohio. He has professional experience beginning in 2025, with previous roles at Discount Den, Capital Concepts, and Pizza Uncommon. He is also affiliated with Purdue University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a large network of over 22,800 advisors.

Beth Mc Donald is a financial advisor with Ameriprise in Florence, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, and also spent time at Neat Method of Cincinnati. Outside of Ameriprise, she serves as an Associate Financial Advisor at BFM & Associates, LLC, focusing on financial planning. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm provides tailored, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Kelly Conger is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1993 after graduating from Miami University in 1992 with a bachelor's degree in marketing. Kelly earned her CERTIFIED FINANCIAL PLANNER™ certification in 2000 and holds the Personal Investment Advisor (PIA) designation. With extensive experience in retirement planning, education planning, charitable intentions, asset protection, disability planning, asset and cash management, and legacy planning, Kelly works closely with clients during significant life transitions such as inheriting money, selling a business, and retiring. She collaborates with other professional advisors, including CPAs and attorneys, to ensure the continuity of her clients' financial plans. Kelly has been active in community volunteer work, serving on the Dayton Children's Hospital Women's Board as chair of their annual CHA CHA fundraiser, volunteering with Habitat for Humanity, participating in the Centerville Noon Optimist Club, and being a charter member of the Dayton United Way's Young Leaders Circle. She has also mentored other advisors and documented the history of Merrill's service in the Dayton community. Kelly and her husband Bill have raised two sons and reside in Centerville, where they have been longtime community members.

Lisa Mullen is a financial advisor with Wells Fargo Advisors in Mason, OH, holding a Series 63 designation and 22 years of industry experience. She previously worked at Raymond James & Associates for 16 years before joining Wells Fargo Clearing in 2022. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors is an institutional firm with over 2,200 advisors providing investment services across a broad client base.