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.

Savannah Grunkemeyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan, she worked at UBS Financial Services for five years and has experience outside finance, including roles at Coldstone Creamery and Hulme and Company CPA's. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screening and qualitative research, incorporating ESG factors within a broader derivatives and commodities capability.

Justin Wurster is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Troy, Ohio. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Wurster is a board member and Investment Committee Chair for the Miami County Foundation. Ameriprise provides comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies with algorithmic tools to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jason Anthony is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is the sole owner of a farm in Fletcher, Ohio, where he engages in land cash renting and recreational hunting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Benjamin Langdon is a financial advisor with LPL Financial in Troy, Ohio. He holds a Series 66 designation and has one year of industry experience. Langdon is also associated with Fessler & Langdon, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various technological tools and a broad non-advisory financial services platform.

Daniel Watren is a Series 66-licensed financial advisor with 26 years of experience. He has worked at OSAIC since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, Watren serves on the boards of Greenville National Bancorp and several local non-profit organizations focused on community development and youth safety education. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is noted for its scale, affiliate network, and recent consolidation activities.

Bridget Metz is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management and BMW Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 planning engagements typically scoped to client needs and implemented through optional brokerage or advisory programs.

David Heintz Jr. is a financial advisor with LPL Financial in Sidney, Ohio, holding a Series 66 designation and four years of industry experience. He has worked with LPL Financial since 2021 and is also involved with Independent Wealth Planning Group Inc. Prior to his advisory career, Heintz served as a mathematics teacher at Upper Valley Career Center. He is a co-owner of Independent Tax Services, LLC, a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to managed portfolios, supported by a large network of advisors and various technology tools.

Jacob Russell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at LCNB National Bank and had a five-year tenure at Donatos Pizza. 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 through a nationwide network of financial advisors and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Redick is a Series 66-credentialed financial advisor with 22 years of industry experience, currently serving at J.P. Morgan Securities in Troy, Ohio. He has been with JPMorgan-related entities since 2016 and is also a landowner involved with Progress Farms, where crops are planted and harvested on his 10.5-acre residential property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Tara Carter is a financial advisor at Edward Jones in Sidney, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Piqua Family Eye Care and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory products, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of financial advisors and branch offices.

Michael Anderson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Park National Bank and Skylight Financial Group. Outside of finance, he is involved with Pekowi Softwash LLC, reflecting an entrepreneurial interest. 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.

Dale Peterson is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds a Series 63 designation and has previously worked at H. Beck, Inc., AIG American General Life Insurance Company, and operates his own firm, Dale Peterson & Associates Inc. Outside of his advisory work, he is the managing partner and pilot of White Dove Aviation LLC, volunteers with the Veterans Airlift Command, and serves as Scholarship Committee Chair for American Legion Post 217. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies through multiple platforms.

Karen Thompson is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its predecessor firms since 1998. Outside of her advisory role, she has been involved with Cooker Bar & Grill and Garden Botanika for over two decades. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Christopher George is a CFP® certificant with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at PNC Bank from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Leonard is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 1999 to 2007 before joining Wells Fargo Advisors Financial Network in 2009. Outside of his advisory role, he has a majority ownership interest in Horizon Peaks Holdings, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Jason Thompson is a financial advisor with Ameriprise in Troy, Ohio, holding 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized Recommendation Reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Stueve is a financial advisor with Edward Jones in Troy, Ohio, holding the ChFC® and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he is involved in managing a commercial office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Haggerty is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is a part owner and advisor in a bakery business in Mentor, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements and optional implementation through brokerage or advisory programs.

James Barhorst is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Avantax and Bowman & Associates, where he also provides accounting and tax preparation services. He is additionally involved as an insurance sales agent for employee benefit plans. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary program options.