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.

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.

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.

Steven Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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 financial advisor with LPL Financial in Springfield, OH, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 13 years and Baker Krizner Financial Planning for nine years. Outside of his advisory role, Barlow operates a financial planning and consulting business focused on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors to provide both discretionary and non-discretionary management options.

Michael Cozad is a CFP® with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked for Fsc Securities for 13 years and has been involved with Smith, Moses & Cozad, LLC since 2007. Outside of his advisory role, he holds leadership positions including Vice President and Treasurer at Smith Cozad, LLC, where he oversees daily operations and financial management. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services with an emphasis on asset allocation, risk assessment, and diversified portfolio construction across multiple investment vehicles.

Robert Scarfo is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wright-Patt Credit Union and Cuso Financial Services since 2004. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

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 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2025 and concurrently serves Wright-Patt Credit Union, where he has worked since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked in various financial services roles, including at Wright-Patt Credit Union and Fidelity Investments. In addition to his advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Pamela Campbell is a Series 65-licensed financial advisor with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2011. In addition to her financial advisory role, she has owned and operated a hair design business for over 35 years and has worked as a substitute teacher for the Clark County Educational Service Center. She is also involved in retail through ownership of AveryCampbell Children's Boutique. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies tailored to client objectives.