Mark Wright is a CFP®-designated financial advisor with 32 years of industry experience. He has worked at OSAIC since 2018 and previously was with Signator Investors, Inc. and Financial Achievement Services, where he has held roles since 1999. Wright serves as a board member of the Arcanum Public Library and is active in his local church governance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Bridget Metz is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management and BMW Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically scoped to client needs and implemented through optional brokerage or advisory programs.

Jacob Russell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at LCNB National Bank and had a five-year tenure at Donatos Pizza. 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 through a nationwide network of financial advisors and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Redick is a Series 66-credentialed financial advisor with 22 years of industry experience, currently serving at J.P. Morgan Securities in Troy, Ohio. He has been with JPMorgan-related entities since 2016 and is also a landowner involved with Progress Farms, where crops are planted and harvested on his 10.5-acre residential property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Zachary Rice is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise in various capacities since 2006. Outside of his advisory role, he owns Stillwater Consulting, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Tara Carter is a financial advisor at Edward Jones in Sidney, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Piqua Family Eye Care and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory products, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of financial advisors and branch offices.

Brian Baker is a financial advisor with Ameriprise in Greenville, Ohio, holding a Series 66 designation and 13 years of industry experience. Prior to joining Ameriprise, he spent 14 years with The Huntington Investment Company. Outside of his advisory role, he is involved as a landlord managing rental properties. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning, incorporating tax-aware withdrawal strategies and Social Security options.

Michael Anderson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Park National Bank and Skylight Financial Group. Outside of finance, he is involved with Pekowi Softwash LLC, reflecting an entrepreneurial interest. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

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.

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.

Dominique Christman is a Series 66-registered financial advisor with Edward Jones in Sidney, Ohio, with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Phillip Pierri is a CFP® professional with eight years of experience currently affiliated with OSAIC in Greenville, Ohio. He has held roles at Financial Achievement Services, Inc., where he serves as President, Secretary, and Treasurer, and previously worked at Signator Investors, Inc. Outside of his advisory duties, Pierri is active in his community as a board member of the Darke County Chamber of Commerce and the Edison Community College Foundation, and he serves as President of YOLO of Darke County, a nonprofit organizing local events. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by technology and a range of discretionary and third-party managed strategies.

Andrew Stewart is a financial advisor at Edward Jones in Sidney, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Kristi Daniel is a financial advisor with J.P. Morgan Securities in Sidney, Ohio, holding a Series 66 designation and eight years of industry experience. She has worked at JPMorgan Chase and its related entities since 2003. Outside of her advisory role, Daniel is a partner in a marketing business, Never Satisfied Group LLC, though she currently has no active responsibilities there. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking market assumptions to develop model allocations, incorporating an ESG eligibility framework where applicable.