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.

Lisa Drahman Wicks is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Day Air Credit Union, Cuso Financial Services LP, Ameriprise Financial Services, and Wells Fargo Advisors. Wicks serves on the board of the American Legion Kettering Post 598 and the American Legion. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from internal and third-party providers.

Mark Schnizer is a financial advisor with LPL Financial, holding 38 years of industry experience. He has previously worked at David Bodnar Advisors, LLC, and Triad Advisors Inc. Schnizer maintains a non-variable insurance practice through Sentinel Advisory Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Lisa Johnson is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and previously worked at NorthStar. Outside of her advisory role, she serves as a brand ambassador for Plexus Worldwide, selling probiotics and vitamins. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisory oversight to deliver personalized retirement income strategies.

David Scharff is a financial advisor with UBS Financial Services in Miamisburg, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he manages personal affairs and medical decisions for his mother under a power of attorney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and asset allocation models tailored to clients’ goals and risk tolerances.

Christopher Slattery is a financial advisor at Edward Jones in Germantown, Ohio, with 14 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 2012. Outside of his advisory role, he is a member of DeSlatt Ventures LLC, which manages residential rental properties. 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 strategies, operating under a fiduciary standard, and maintains a large national network of advisors and branch offices.

David Prevo is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2006. Outside of his advisory role, he serves as treasurer for Birdies for Beckett, a charitable foundation focused on raising awareness for Congenital Diaphragmatic Hernia (CDH). UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering a wide range of capital markets and financial planning services.

John Reagan Jr. is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2009. In addition to his advisory role, he lectures and teaches special programs and continuing education at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Mark Henestofel is a financial advisor with UBS Financial Services in Miamisburg, OH, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved with Aileron, a small business consulting and education provider that supports an investment committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

John Stuckey is a financial advisor with Ameriprise in West Chester, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages administrative operations for an LLC that supports a group of Ameriprise Financial Advisors. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Melinda Koehler is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining UBS in 2018, she worked at Merrill for 14 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Joseph Murdock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dayton, OH. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior roles include positions with Authentic Counsel, LLC and Sovereign's Capital, as well as involvement with the Knights of Columbus. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports a broad network of advisors with specialized offerings including municipal advisory and SIMPLE IRA employer consulting services.

Erik Fielder is a financial advisor with UBS Financial Services in Miamisburg, OH, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2019, he worked for Frito Lay from 2013 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

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.