Carter Stueve is a financial advisor at Edward Jones in Troy, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Superior Aluminum Products and Milcon Commercial Concrete. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and fiduciary services through a large network of financial advisors and branch offices nationwide.

Jonathan Coomer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years in the industry. He has been with Cambridge since 2016 and also operates Coomer & Company Financial Services, which he founded in 2003. Outside of advisory work, he serves as an independent insurance agent and volunteers as a committee member for Miami Valley Scouting. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement services through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms with flexible discretionary options.

Jeffrey Slattery is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Ally Invest Securities LLC and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Brett Meiring is a CFP® credentialed financial advisor with four years of industry experience, currently working at Wells Fargo Advisors in Troy, OH. His prior experience includes roles at Fifth Third Bank and Oracle Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations.

Timothy Irwin is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He has worked at firms including Nationwide Investment Services Corporation and Meeder Investment Management. Outside of finance, he owns and manages Greenseide Consultants, LLC, a land management and landscape project business based in Columbus, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Zachary Saint James is a Series 66 licensed financial advisor with Wells Fargo Advisors, where he has worked since 2020. He has five years of industry experience, including prior roles at ITW Food Equipment, First Financial Bank, and J. Crew. Outside of finance, he has been involved with Zeal Coaching for Life and Career and has operated Loretta's Country Kitchen since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop personalized recommendations, integrating advisory services with various financial products and referral channels.

Spencer Peltier is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2013, accumulating 11 years of industry experience. He is based in Piqua, Ohio, and serves as president of the Upper Valley Networking Group, coordinating activities and fostering professional connections. Peltier is also a board member of the Piqua Community Foundation, which supports local charitable grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning with a focus on a broad range of topics including retirement, tax, estate, and special needs planning. The firm’s approach separates planning services from portfolio management and does not accept discretionary trading authority for its planning engagements.

Seth Goodall is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at GNC Health Stores and Kohl's Department Store. He also has experience working in educational settings at Wright State University and Clinton-Massie High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through optional brokerage or advisory programs.

Darrin Haubert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Haubert serves on the finance committee of the YMCA of Central Ohio. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Dustin Kohler is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at J.P. Morgan Securities and OneMain Financial Services. Outside of his advisory work, he is involved in managing a rental property business through KelKohl LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

John Barga is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include three years at Edward Jones and extensive experience in insurance and financial services roles. Outside of his advisory work, he holds several community positions including board member of the Darke County Foundation and leadership roles with local nonprofit organizations such as the Versailles Knights of Columbus and Versailles Lions Club. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options and employs firm-provided asset-allocation tools and third-party services to manage portfolios on both discretionary and non-discretionary bases.

Crysta Bloomingdale is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. Her work history includes roles at Royal Alliance Associates, Inc., Financial Achievement Services, Main Street Greenville, and Academic Research Resources. She serves on the boards of the Garst Museum and the National Annie Oakley Center, Family Health Services, and the Greenville Public Library. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing for portfolio construction.

Daniel Bensman is a financial advisor with LPL Financial in Sidney, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining LPL Financial in 2008, he worked at MM Ascend Life Investor Services, LLC from 2002 to 2008 and served at First National Bank from 2008 to 2021. Outside of advisory work, he is a co-owner and tax preparer at Independent Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, leveraging both proprietary and third-party strategies, and supports its network of over 22,800 advisors with advanced operational and research tools.

Bryson Long is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 license and is based in Sidney, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors.

Adam Langdon is a financial advisor with LPL Financial in Troy, Ohio, holding a Series 63 designation and 32 years of industry experience. He previously worked at Securities America Advisors, Securities America Inc., StoneX Advisors Inc., Wrp Investments, Inc., and WS Griffith Securities, Inc. Langdon also owns an insurance agency, Langdon Financial LLC. 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 and access to model portfolios and institutional platforms.

Lexi Damewood is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

William Wolke is a financial advisor with Edward Jones in Troy, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice Chairman of the Miami County Republican Party and is a Director focused on Strategic Planning and Implementation at the Darke County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices across the United States.

Todd Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., in addition to operating Thompson Financial Services, LLC since 1984. Outside of advisory work, he sells Medicare Advantage and Medicare Supplement insurance plans. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Craig Morris Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2013, as well as experience in the catering and entertainment industry from 2017 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Gerald Vanderhorst Jr. is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds a Series 63 designation and has worked with firms including Prudential Insurance Company of America and Pruco Securities, LLC. Vanderhorst is also involved with the Sidney-Shelby County YMCA and Boy Scouts of America, Troup 95. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.