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.

La Trisha Reed is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western & Southern Life, and Crown Equipment. She is a minority stockholder in Kingseed Inc., a retail business based in Sidney. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

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.

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 over 31 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Securities America Advisors and Securities America Inc. from 2016 to 2020. He is also the owner of Langdon Financial LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, and supports both discretionary and non-discretionary management with model portfolios and research from multiple sources.

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.

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 and holds a Series 63 designation. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and H. Beck, Inc. He is involved with the Sidney-Shelby County YMCA and the Boy Scouts of America, Troup 95. Vanderhorst also operates Vanderhorst Financial Services, providing group and individual health, dental, vision, life, and disability insurance. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Robert Brown is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has prior work history with Forrester Research and Pacers Sports and Entertainment. Brown serves as Vice President for two nonprofit organizations, Beat the Streets Miami Valley and Break Away Sports Ohio, both focused on supporting underprivileged youth through sports, academics, and faith. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2003. Outside of his advisory role, he is the sole owner of a farm where he cash rents land and engages in recreational hunting. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management functions, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Benjamin Langdon is a financial advisor with LPL Financial based in Troy, Ohio. He holds a Series 66 designation and has six years of industry experience. Langdon is also involved with Fessler & Langdon, an affiliated business related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Watren is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018, following two years at Signator Investors, Inc. He is a member of the board of directors for Greenville National Bancorp and serves on the boards of two local nonprofit organizations focused on community development and youth safety education. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across asset classes for individual and institutional investors.

Brad Hare is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Greenville Federal Bank. Outside of his advisory role, he is involved in several real estate ventures with his wife, including ownership interests in RBH Kampground, LLC and Seabirds Properties, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Claire Neiswander is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has worked at OSAIC and Financial Achievement Services, Inc. since 2023, following five years at Performance Academies and one year at Greenville Federal Bank. Outside of advising, she has served as a registered client support specialist, handling administrative tasks and client meeting preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms, including those focused on managed accounts and alternative investments.

Mark Wright is a CFP® professional with 32 years of industry experience, currently affiliated with Osaic since 2018. He previously worked at Signator Investors, Inc. and has been involved with Financial Achievement Services since 1999. Wright serves as a board member of the Arcanum Public Library and the Ansonia First Church of God. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on both discretionary and non-discretionary bases.