Jessica Keys is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at Wright Patt Credit Union since 2005 and was affiliated with Cuso Financial Services, LP for 20 years. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Zachary Avery is a CFP® with seven years of industry experience, currently advising at Cambridge Investment Research Advisors. He has been with Cambridge Investment Research in various capacities since 2018 and also has experience coaching basketball at Clark Shawnee Local Schools. Outside of his advisory role, he is an independent insurance agent and a business owner. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals using multiple custody platforms and a blend of proprietary and third-party strategies.

Mark Stephenson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent 15 years at Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory role, he owns Stephenson Artography, a freelance photography and editing business, and is a partner in Stephenson & Little LLC, which conducts banking and leasing activities for Sterling Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Hanna is a financial advisor with Ameriprise in Springfield, OH, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Ameriprise and its related entities since 1988. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions typical of an institutional firm.

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 with 18 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Northwestern Mutual. Outside of his advisory work, he creates art and is involved in outside insurance sales. Osaic Wealth, Inc. serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by firm-provided asset-allocation tools and access to third-party money managers.

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 in Fairborn, OH, holding Series 63 and Series 65 licenses and offering 33 years of industry experience. His work history includes roles at Universal Technology Corporation from 2003 to 2019 and ongoing positions with PFS Investments Inc and Primerica Financial Services since 1992. He is involved in sales of investment-related products and receives compensation for the sale of loan products and referrals of home security and automation services through affiliates. Primerica Advisors is a large institutional firm with approximately 3,698 financial advisors and $15.5 billion in assets under management. The firm primarily serves individual investors and offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

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.

David Trimmer is a CFP®-designated financial advisor with Edward Jones in Fairborn, Ohio, bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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.

Abigail Davis is a financial advisor with LPL Financial in Beavercreek, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, and Discover Financial Services. 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 a range of advisory and brokerage services with various investment approaches, including model portfolios and third-party management, supported by operational tools that assist advisors.

Nathaniel Stevens is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials, bringing 22 years of industry experience. His previous roles include positions at Wright-Patt Credit Union, CUSO Financial Services, PNC Investments, PNC Wealth Management, Raymond James Financial, and Edward Jones. Stevens is also 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 offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.