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.

Michael Leonard is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 1999 to 2007 before joining Wells Fargo Advisors Financial Network in 2009. Outside of his advisory role, he has a majority ownership interest in Horizon Peaks Holdings, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

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 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is a part owner and advisor in a bakery business in Mentor, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements and optional implementation through brokerage or advisory programs.

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 bringing 23 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Commonwealth Financial Network, UBS Financial Services, and other firms. Siefring is also involved with J.S. Wealth Advisors, a non-variable insurance and investment-related business, and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with proprietary and third-party investment options alongside various financial products and platforms.

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 with LPL Financial, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Cuso Financial Services, Wright Patt Credit Union, FIFTH THIRD SECURITIES, and Chase Investment 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

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 Wealth with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Osaic since 2023, previously serving 14 years with Sagepoint Financial, Inc. In addition to her advisory work, she is an attorney specializing in estate planning. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach is model-based and emphasizes asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

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 with LPL Financial in Troy, Ohio, holding a Series 66 license and 27 years of industry experience. His prior roles include positions at US Bancorp Investments, Wells Fargo Investments, and Waddell & Reed. Fairband has also served as a successor trustee on his parents' trust. 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 other institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies and technology tools to support its advisors.

William Shufflebarger is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Signator Investors, Inc., UBS Financial Services, and SpieLes Insurance Agency. He also operates Signature Financial Group, LLC, conducting investment and insurance business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced risk and rebalancing tools.

Julia Paslawski is a financial advisor with Wells Fargo Advisors based in Troy, OH. She holds a Series 66 designation and joined Wells Fargo Advisors in 2025. Outside of her advisory role, she serves as the head instructor at Lineage Dance Company and works as a server at Arch City Tavern, both located in Columbus, OH. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services and tailored recommendations supported by firm research and tools.

Nathan Cedarleaf is a CFP® professional with 23 years of industry experience. He is currently affiliated with Cetera and Minster Bank, having worked at several firms including Fidelity Investments and The Huntington Investment Company. Cedarleaf holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.