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.

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 at LPL Financial since 2021 and is also co-owner of Independent Tax Services, LLC, a tax preparation business. Additionally, he has taught mathematics at Upper Valley Career Center since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by proprietary and third-party research and technology solutions.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 22 years of industry experience. He has been with JP Morgan Chase Bank NA and JPMorgan Securities LLC since 2017. Outside of his advisory role, he is involved with Progress Farms, where crops are planted and harvested on his residential property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Michael Anderson is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 designations and three years of industry experience. He has held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2022, and has entrepreneurial experience with Pekowi Softwash LLC. Additionally, he worked in education at Piqua City Schools and Ohio Christian University earlier in his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Jordan Whittridge is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2016 and Primerica Financial Services since 2014. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers, delegates trading to BNY Mellon Advisors, and provides a tiered wrap-fee structure rather than fixed fees.

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. and AIG American General Life Insurance Company. Outside of his advisory work, he is managing partner and pilot at White Dove Aviation LLC and volunteers with the Veterans Airlift Command and the American Legion Post 217, where he serves as Scholarship Committee Chair. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of custody platforms and investment strategies tailored to client objectives.

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.

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 38 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2014. Outside of his advisory role, he serves as an advisor to a partner in a confectionery business in Mentor, 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 using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

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.

Dominique Christman is a Series 66-registered financial advisor with Edward Jones in Sidney, Ohio, with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Stewart is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Kristi Daniel is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase and its affiliates since 2003. Outside of her advisory role, she is a partner in a marketing business, Never Satisfied Group LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.