Nicholas Wurst is a financial advisor with LPL Financial, holding a Series 66 license and 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2005 to 2009. Outside of his advisory role, he is involved with NWURST Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies that include both discretionary and non-discretionary account management.

Abigail Davis is a financial advisor with LPL Financial in Beavercreek, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, and Discover Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment approaches, including model portfolios and third-party management, supported by operational tools that assist advisors.

Nathaniel Stevens is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials, bringing 22 years of industry experience. His previous roles include positions at Wright-Patt Credit Union, CUSO Financial Services, PNC Investments, PNC Wealth Management, Raymond James Financial, and Edward Jones. Stevens is also involved with WPCU Retirement Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Julienne Clark is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Wright-Patt Credit Union. Outside of advising, she is the sole member of a private business, Generations Fence & Deck, where she handles bookkeeping, and also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management carried out primarily by investment adviser representatives using various strategies and tools.

Steven Stroud is a financial advisor with LPL Financial in Springfield, OH, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has been with LPL Financial and its predecessor, LINSCO/PRIVATE LEDGER CORP., since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Andrew Barlow is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 13 years at Cadaret, Grant & Co., Inc. and nine years at Baker Krizner Financial Planning. Outside of advising, he owns and manages a financial planning and consulting business focusing on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Stephen Shope is a financial advisor with Edward Jones in Huber Heights, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after 11 years at Selecttech Services Corporation. He has no prior industry experience outside of his current role. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Foreman is a financial advisor with Ameriprise in Springfield, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Huntington Investment Company for 17 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies based on comprehensive investment research and third-party data.

Robert Scarfo is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at Wright-Patt Credit Union and Cuso Financial Services for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Foreman is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked in education at Northeastern Local School District and had positions in communications and retail. He is involved in business ownership outside the industry as a member of WTJA Properties LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides detailed planning and recommendations focused on sustainable income and tax-aware withdrawal strategies for clients nearing or in retirement.

John Sagraves is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with LPL Financial since 2025 and concurrently works at Wright-Patt Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Mitchell Stonestreet is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates his own business, Stonestreet Financial. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of advisors, offering a range of portfolio management and retirement services across multiple program structures and custodial relationships.

James Wasinger is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for Wyler Automotive for five years. Outside of his advisory role, he owns a coaching business focused on image coaching. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Kevin Banks is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has one year of industry experience and has worked at firms including Wright-Patt Credit Union and W & S Brokerage Services. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice through a large network of advisors.

Pamela Campbell is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 license. She has 25 years of experience in the industry, including 15 years with Cambridge Investment Research Advisors. Outside of her advisory role, she operates a children’s boutique and has worked as a substitute teacher. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to multiple platforms, third-party advisers, and proprietary model strategies.