Paul Nenni is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cambridge Investment Research Advisors since 2005. Additionally, Nenni is the owner of Nenni & Company CPAs and has been involved in independent insurance services and nonprofit organizations as a treasurer. He is also a part-owner of a wine bar in Middletown, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and proprietary model strategies while operating through thousands of financial professionals.

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® with 23 years of experience and has been with Edward Jones since 2003. He is based in Fairborn, OH. Outside of his advisory role, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

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 at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has served in the U.S. Navy since 2014. Outside of his advisory work, he 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 a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

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 licenses and one year of industry experience. Prior to joining UBS in 2026, he held roles at W&S Brokerage, Western and Southern Life, and Bankers Life and Casualty. His background also includes diverse work experience in the hospitality and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a futures commission merchant, offering a broad set of capital markets and lending programs.

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 at Osaic Wealth Inc with a Series 66 designation and three years of industry experience. Prior to joining Osaic, he worked at Stifel Independent Advisors for three years and spent 28 years at Archbishop Carroll High School. He is also the owner of a landscaping business. Osaic Wealth serves a diverse clientele including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Lisa Drahman Wicks is a financial advisor with LPL Financial in Kettering, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior work includes roles at Day Air Credit Union, Cuso Financial Services LP, Ameriprise Financial Services, Wells Fargo Advisors, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She serves on the board of the American Legion in Dayton. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, supported by a large network of advisors and comprehensive operational tools.

Mark Schnizer is a financial advisor with LPL Financial, holding 38 years of industry experience. Before joining LPL Financial in 2020, he spent nine years with David Bodnar Advisors, LLC and Triad Advisors Inc, and one year with Signator Investors, Inc. Schnizer is also involved with Sentinel Advisory Group, LLC, a business related to non-variable insurance and his LPL activities. 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, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives utilizing diverse investment strategies.

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.