Jacqueline Stacey is a CFP®-certified financial advisor with 21 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with several firms, including Private Client Services and Sunset Financial Services. Outside of her advisory role, she serves as Treasurer for a local homeowners association and has independent insurance agent activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing various customizable investment platforms and proprietary model strategies.

Gary Hurst is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise in Miamisburg, Ohio. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he serves on the board of directors for Living Hope Church. Ameriprise is an institutional firm providing retirement-income planning services tailored to individuals with significant investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling to support clients approaching or in retirement.

Richard Severt is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. He has worked at firms including Voya Financial Advisors and has owned Severt Financial Group, Inc. since 1999. Outside of advisory services, he is an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party model portfolios and customized strategies.

Logan Dawes is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing five years of industry experience. His prior roles include positions at JPMorgan Chase, KeyBank, and Key Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

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 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2025. Prior to this, he gained nine years of experience at CUSO Financial Service, LP and has been associated with Wright-Patt Credit Union since 2016. 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 offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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 seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, following four years at Wright Patt Credit Union. Prior to her financial services career, she was associated with The Pub from 2011 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory approach.

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.

Jason Gulbrandson is a CFP®-designated financial advisor with 12 years of experience, currently practicing at Edward Jones since 2014. He holds the Series 66 license and is based in West Chester, Ohio. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Angelina Vita is a financial advisor with Equitable Advisors in West Chester, OH, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Equitable Advisors, she worked at Lander University and Greenville Technical College. She is also the owner and online blogger of The Potentially Possessed Horse, a non-investment related business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers and participates in LPL-sponsored wrap programs and other endorsed investment platforms.

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.

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.