Neil Mayo is a financial advisor at Edward Jones in Cincinnati, OH, with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, his work background includes roles at Multisource Home Electronics, TW Metals, LLC., G&W Products Inc., and Riverfront Steel. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bethany Beebe is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022, with prior experience at Craig Capital Corporation. Outside of her advisory role, she is involved in insurance sales through KAFL Insurance Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it offers specialized municipal finance and SIMPLE IRA advisory services.

George Beddie Jr. is a financial advisor with Ameriprise in Southgate, KY, holding a Series 63 designation and over 56 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1988. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team in partnership with client advisors.

David Bailey is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Financial Engines Advisors, Cinfed Federal Credit Union, LPL Financial, Fifth Third, and Scottrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online offerings.

Gregory Stewart is a financial advisor with Primerica Advisors in Springdale, OH, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Advisors since 2003 and is also involved with Torchlight Financial Group. Outside of advisory work, he has experience with sales related to home loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Drake Hafer is a financial advisor at Ameriprise with nine years of industry experience and holds the Series 66 designation. His prior roles include positions at The Huntington Investment Company, Wells Fargo Clearing, Bank of America, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Patton Jr. is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent over three decades at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

Phillip Sorum is a CFP® and Series 66-licensed financial advisor with LPL Financial, where he has been practicing for five years. Prior to joining LPL, he worked at Joyride Tours LLC and Creative Glass. He is also involved in insurance and tax services through his DBA, Sorum Insurance and Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms.

Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Nicholas Pierett is a financial advisor at UBS Financial Services with industry credentials including Series 63 and Series 66. He has been with UBS since 2026 and has prior experience at Fidelity Investments. Outside of his advisory work, he has been involved with Lebanon Presbyterian Church and has held various roles in education and local businesses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

John Borchers is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in the financial services industry. He collaborates with individuals and families to develop personalized financial strategies that address their unique needs and values. John's expertise spans a range of focus areas including corporate executive services, education planning, executive compensation, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He emphasizes a team approach to wealth management, combining the insights of Merrill Lynch with access to the banking, credit, and lending services of Bank of America to provide comprehensive support. He holds a Bachelor's degree from Wright State University and the CERTIFIED FINANCIAL PLANNER (CFP) certification, along with the Personal Investment Advisor (PIA) designation. John resides in Kettering, Ohio with his wife and four daughters, and is involved in his community through children's various activities. He also enjoys football, golfing, music, and traveling.

Paul Schaney is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Schaney is involved in the sales and servicing of health and disability insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Mark Meyer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked at Veritas Logistics from 2021 to 2024. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Timothy Walsh is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Michael Aukerman is a Series 66-licensed financial advisor with UBS Financial Services, based in Miamisburg, OH. He has 19 years of industry experience and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services.

Nicholas Amos is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 22 years of experience in the financial services industry. He specializes in serving the unique and complex wealth management needs of entrepreneurs, business professionals, corporations, and retirees. Nicholas and his team employ a Goals-Based Wealth Management approach that centers on clients' individual goals and aspirations, rather than focusing solely on market performance. Nicholas holds a Bachelor's Degree from Ohio Northern University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses areas such as divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Based in Springboro, Ohio, Nicholas lives with his wife and two daughters. In his spare time, he enjoys golf, physical fitness, basketball, fishing, traveling, and spending time with his family.

Michael Borchers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for over 20 years and has been with Merrill for more than 10 years. Michael focuses on building highly personalized relationships with his clients, aiming to be included in important family conversations and consulted during life-changing events to provide a disciplined, customized financial strategy. Before joining Merrill in 2014, Michael was an Executive Director at another financial institution where he worked for 14 years in various roles. His areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Michael holds the Chartered Financial Analyst (CFA) designation and is a Personal Investment Advisor (PIA). Michael earned his Bachelor's degree in business administration from the University of Dayton and his Master of Business Administration (MBA) from Capital University. He volunteers with Shoes for the Shoeless, an organization that provides shoes and socks to children in the Dayton area. Michael resides in Kettering with his wife and daughter and enjoys activities such as running, golf, hiking, and fishing.

Jeffrey Richardson is a financial advisor at Stifel with 13 years of industry experience. He has held his current position since 2011 and holds the Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shaun Nicholson is a financial advisor with UBS Financial Services in Miamisburg, Ohio, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Nicholson serves on the boards of the Greene County Community Foundation and WDPR Public Radio, contributing to finance and education committees, and he teaches continuing education courses at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored through research and model-based asset allocations.

Pierce Blalock is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Touchstone Securities Inc. Outside of advisory work, he provides business-to-business marketing and solicitation related to Separately Managed Accounts and Model Portfolio Delivery options. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.