Jerome Armstrong is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Ann Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Wright-Patt Credit Union, Fifth Third Securities, Chase Investment Services Corp., and UBS Financial Services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Hahn is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wright-Patt Credit Union, CUSO Financial Services, LLC, Freeman Heyne Toma, LLC, and Cetera Advisors LLC. He is involved with WPCU Retirement Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Scott Krizner is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 23 years at Cadaret, Grant & Co., Inc. Based in Springfield, Ohio, he is also licensed as an insurance agent selling health, disability, and long-term care products. 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 broad range of financial planning and investment management services through its extensive network of advisors and employs various model portfolios and third-party strategies in its advisory platform.

Kaleb Baker is a CFP® with 10 years of experience in the financial services industry, currently with LPL Financial. His prior roles include positions at PNC Investments, CUSO Financial Services, and Wright-Patt Credit Union. He is also involved with Federal Retirement Readiness Associates LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives across a broad range of strategies.

Kristine Lewis is a financial advisor with Ameriprise in Springfield, OH, holding 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Hallmark is a CFP® professional at OSAIC with 18 years of industry experience. He has previously worked at Northwestern Mutual and Securities America Advisors. Outside of his advisory role, Hallmark is also involved in creating art and photography. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services centered on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Benjamin Headlee is a financial advisor at Edward Jones in Urbana, Ohio, with 22 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2011, he worked at LPL Financial, Fifth Third Securities, and Chase Investment Services Corp. He also operates a separate financial business under the name Headlee Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jonathan Hoskins is a CFP®-designated financial advisor with LPL Financial, based in Urbana, Ohio, and has 23 years of industry experience. He has been with LPL Financial since 2011 and concurrently serves at The Citizens Banking Company, where he holds duties in wealth management and trust services. 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 other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad range of financial services.

Phillip Kozen is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012, with a broader tenure at JPMorgan Chase Bank dating back to 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research with a range of investment options, including an ESG eligibility framework.

Matthew Parks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Fifth Third Securities, JPMorgan Chase, and PNC Investments. He is based in Huber Heights, Ohio. 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 and access to third-party asset management, utilizing both model portfolios and customized strategies.

Bo Lieghley is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity Investments in 2021 and has held positions as a Financial Representative and a Relationship Manager, demonstrating a progressive career within the company. His work centers on understanding client needs deeply by listening to their stories, responsibilities, and aspirations to provide personalized and purposeful financial guidance. Bo has developed expertise in client relationship management and financial planning through his roles at Fidelity. His approach emphasizes aligning financial advice with clients' values and life experiences to support their future goals. Outside of his professional duties, Bo has interests in football, golf, music as an instrumentalist, outdoor adventures, and reading.

Roger Rucker is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992 and was previously employed at Universal Technology Corporation from 2003 to 2019. Rucker also receives compensation for referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates nationally with thousands of financial advisors and substantial assets under management.

Sarah Clemans is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2011. Clemans serves as a committee member for WASSO Springfield. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Todd Boone is a financial advisor with Edward Jones in Springfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He joined Edward Jones in 2017 after a year at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is involved in maintaining rental properties. Edward Jones is a wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets with a large nationwide advisor network and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds.

Aaron Jobson is a financial advisor with Edward Jones in Beavercreek, OH, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including five years with Ohio Conference prior to joining Edward Jones in 2018. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Brent Harder is a financial advisor with Edward Jones in Urbana, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of finance, he served as president of Harder-Terrill Group Inc., a commercial cleaning business that is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Eric Powell is a CFP® professional with 16 years of experience in financial advising. He is currently with LPL Financial and has previously worked at KB&P Financial Partners, Cadaret, Grant & Co., Inc., and Baker Krizner Financial Planning. Outside of advisory work, he is a business owner involved in operating Ole Brick Tavern LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies and technology tools, and supports a network of over 22,800 advisors.

Bart Little is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Raymond James, he spent 15 years at Sterling Wealth Management and Commonwealth Financial Network. He is also involved with Ohio Entertainment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.