Damiano Battaglia is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in soccer as an assistant coach at Bishop Fenwick High School and as a soccer referee in Dayton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Nathaniel Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. His previous roles include positions at Wright-Patt Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology-driven solutions.

Timothy Reese is a financial advisor with LPL Financial in Centerville, OH, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and operating Reese Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio management options.

Timothy Birt is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Primerica Advisors since 2006 and has prior experience at Riverside Research Institute and Modern Technologies Solutions Inc. Birt also has business activities involving sales of loan products and home security services through affiliates of Primerica. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-based investment strategies managed by unaffiliated asset managers, supported by third-party trade execution and custody.

Hannah Flynn is a financial advisor with Morgan Stanley in Beavercreek, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Marshall University’s Lewis College of Business Graduate College and the West Virginia Alcohol Beverage Control Administration. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates a structured planning process supported by firm-approved tools and analysis.

Ethan Zielazny is a financial advisor with Osaic, holding four years of industry experience. His prior roles include positions at FSC Securities Corporation and Prudential Insurance Company of America. He has worked in various capacities outside finance, including roles at Wright State University and in the food service industry. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations, through a broad network of financial advisers. The firm offers integrated brokerage and advisory services and employs quantitative tools and multiple platforms to construct and manage portfolios across a range of asset classes.

Jill Bracci is a Certified Financial Planner (CFP®) with 45 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and previously held roles at Bank of America and Merrill Lynch. Outside of her advisory work, she owns Bracci Renovate and Sell LLC, a real estate property management business in Ohio. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

John Anderson is a Wealth Management Advisor with extensive experience in the financial services and risk management industry since 1991. He holds a Bachelor of Science in Business Administration from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ certificant. He has also earned and maintained his designation as a Portfolio Manager within Merrill IAP. John and his team oversee and coordinate the financial affairs for a select group of clients including families, retirees, business owners, physicians, attorneys, professional athletes and entertainers, corporate executives, and non-profit organizations locally and nationally. They focus on understanding clients' life priorities, investment personalities, and financial situations to deliver personalized wealth management strategies. Their approach emphasizes integrity, trust, and putting clients' best interests first. Active in the community, John has served on the Board of the Johnston YMCA, Charlotte Latin School’s Alumni Governing Board, and as a Parish Council Member of St. Nektarios Greek Orthodox Church. His personal interests include skiing, travel, yoga, and attending live music events.

Julienne Clark is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. She has previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A., and is currently associated with Wright-Patt Credit Union and CUSO Financial Services, LP. Outside of her advisory role, Clark is the sole member of a private business, Generations Fence & Deck, where she handles bookkeeping, and she also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Michael Druffner is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is president and owner of BBMK Trinity LLC, a company involved in owning and maintaining real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research to support advisor recommendations.

Alan Elovitz is a financial advisor with Raymond James & Associates in Centerville, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

William Elliott is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Prior to joining Edward Jones in 2019, he worked for Universal 1 Credit Union and Cuna Brokerage Services, Inc. from 2006 to 2019. He serves as a director for Maria Joseph Home Corporation, providing oversight and audit for the charitable organization. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Bissonett is a Series 66-credentialed financial advisor with Morgan Stanley, based in Beavercreek, Ohio, and has 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in rental property ownership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Andrew Napier is a financial advisor with Primerica Advisors in Springboro, Ohio, holding a Series 63 designation and eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2017 and previously was employed by Student Painters from 2014 to 2016. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Matthew Palmer is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for nearly two decades. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Holstine is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2023, following seven years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning analyses without guaranteeing outcomes.

John Schmidt is a financial advisor with Osaic Wealth, Inc. in Centerville, OH. He holds a Series 66 designation and has 14 years of industry experience, including six years at Wells Fargo Advisors prior to joining Osaic in 2017. Schmidt also acts as an agent of record for fixed insurance and long-term care policies through Clearview Wealth Management. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage, advisory, and retirement consulting services. The firm utilizes a range of investment tools and platforms, providing portfolios managed on discretionary or non-discretionary bases and access to third-party money managers.

Tyler Dayhoff is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Outside of his advisory role, he is a co-owner of a marketing business for Best in Sight Eye Care. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Darrien Kynard is a CFP® and Series 66-licensed financial advisor with seven years at Edward Jones and a total of six years in the industry. His prior experience includes roles at Anderson Financial Strategies and Wright Patt Credit Union. He is based in Fairborn, Ohio. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Reis is a CFP® certificant with 42 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, OH since 2020. Prior to joining Ameriprise, he worked for seven years at Raymond James & Associates. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.