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.

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.

Jennifer Siefring is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has worked at JS Wealth Advisors and LPL Financial since 2015. In addition to her advisory role, she is a notary public. 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 representatives. The firm offers a wide range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by both proprietary and third-party research.

David Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory services, Hall is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Neil Nehring is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Nehring serves as co-chair of the Tipp City Rotary Club Service and is a trustee of the Nehring Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Naomi Cline is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience in the food and hospitality sector, including roles at Mojos Bar & Grille and Wings & Rings. 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 non-discretionary, written recommendations tailored to clients’ financial situations.

Nicole Proxmire is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 65 designation. She has one year of industry experience and prior work history that includes roles at Rob Eicher State Farm, CX Institutional, LLC, and freelance photography under Nicole Proxmire - Freelance Photography. 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 tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

John Haller is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at CUSO Financial Services and Wright-Patt Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Russel Surber III is a financial advisor with Edward Jones in Troy, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffery Boland is a financial advisor at Edward Jones in Englewood, Ohio, holding a Series 63 designation with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust offerings and securities-based lending.

Susan Swinehart is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years prior to joining OSAIC in 2023. In addition to her advisory role, she is an attorney specializing in estate planning through her own practice, Susan Swinehart Attorney LLC. OSAIC serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing integrated brokerage, advisory, and wealth management services through a large network of affiliated advisers. The firm utilizes various asset allocation tools, risk assessments, and third-party platforms to offer customized investment solutions across multiple asset classes.

Cole Graeser is a Series 66-licensed financial advisor with Ameriprise in Piqua, Ohio, bringing four years of industry experience. Prior to joining Ameriprise in 2021, he worked for six years at Elliott Land and Hardscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Sommer is a financial advisor with Edward Jones in Piqua, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Collins Aerospace, Honeywell Intelligrated, and Hartzell Propeller Inc, and was self-employed at ProPlastics. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Mathieu Fairband is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including US Bancorp Investments, Waddell & Reed, and The Warrior Connection prior to joining LPL Financial in 2021. Fairband acts as a successor trustee on his parents' trust. 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Shufflebarger is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He has worked with OSAIC since 2018 and previously spent three years at Signator Investors, Inc. Additionally, he operates Signature Financial Group, LLC, where he conducts investment and insurance business. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct tailored portfolios across various investment types.