Christina Lawson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, previously working at JPMorgan Chase Bank, N.A. since 2013. 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 an ESG eligibility framework in its investment process.

Ryan Hoover is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Truist Bank, and PNC Investments. Hoover is based in Loveland, OH. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized investment strategies.

Lee Stroop is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he partners with executives to assist them in navigating their executive benefit packages, equity compensation, and wealth planning. Lee provides holistic guidance to clients and their families to help them work toward their retirement and financial goals. He has been with Fidelity Investments since 2018, serving as a Retirement Brokerage Services professional until 2020, then as a Workplace Planning Consultant until 2023, before assuming his current position. Over the course of his career, Lee has developed specialized expertise in executive benefits and retirement planning. Outside of his professional work, Lee enjoys family activities, fishing, hiking, and kayaking.

Teela Myers is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Schwab in 2022, she worked at Citibank, Ultimus Fund Distributors, Merrill, Bank of America, Freeman Heyne, and Cetera Advisors. Outside of her advisory role, she works as a delivery driver for DoorDash on a limited basis. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining strategic asset allocation with centralized custody and operational support.

Kayla Grimslid is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is involved with Schuring Farms Inc., an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Patrick Cahill is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes seven years at Securities America Advisors and six years at LPL Financial. Outside of advising, he is engaged in insurance sales through a separate business entity. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by proprietary asset-allocation tools and a variety of third-party managed account solutions.

Tina Hendricks is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years. Additionally, she is an associate at Kuethe Wealth Planning LLC, where she serves as an operational and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through various advisory programs.

Tyler Hewlett is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC in 2025, he was with Faith Financial Advisors and has an academic affiliation with Asbury University. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes.

Matthew Hoekzema is a Series 66-registered financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience. Outside of advising, he serves as president of Zema Properties LLC, a property management business in Loveland, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Robert Jordan is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1991. Outside of his advisory role, he is an owner involved in managing a family rental property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies.

David Spindle is a financial advisor with J.P. Morgan Securities in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at JP Morgan Chase Bank, JP Morgan Securities, AXA Advisors, and MD2U. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Augustus St Clair is a financial advisor with Edward Jones in Milford, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Western & Southern Financial Group and Blue & Co., LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Satterwhite is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 21 years. He also operates a tax preparation business, NTAX LLC, in Terrace Park, Ohio. 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 portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Marc DeMain is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative from 2007 to 2012, Investment Solutions Representative from 2012 to 2014, and currently serving as a Benefits & Planning Consultant since 2014. Prior to joining Fidelity, he worked as a Production Coordinator at Cox Financial Corporation from 2005 to 2007. Marc focuses on helping clients understand their options in personal investing and aims to maximize their workplace benefits. He is driven to assist clients in constructing financial plans that enable them to concentrate on the activities most important to their families.

Andrew Williams is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at J.P. Morgan Securities from 2012 to 2023 and Miami Valley Christian Academy in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Syrrel Wilks is a financial advisor with Raymond James Financial in Milford, Ohio, holding a Series 63 designation and bringing 33 years of industry experience. His prior experience includes 28 years at Edward D. Jones & Co., L.P. Wilks is also the owner and president of Wilks Wealth Planning LLC, a support company based in Milford. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through various advisory and consulting programs.

Jacob Santel is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2025 and previously held roles at Fidelity Personal & Workplace Advisors and Fidelity Brokerage Services LLC. Prior to his financial services career, he was employed at Cintas Corporation for five years. 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.