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.

Susan Swinehart is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years prior to joining OSAIC in 2023. In addition to her advisory role, she is an attorney specializing in estate planning through her own practice, Susan Swinehart Attorney LLC. OSAIC serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing integrated brokerage, advisory, and wealth management services through a large network of affiliated advisers. The firm utilizes various asset allocation tools, risk assessments, and third-party platforms to offer customized investment solutions across multiple asset classes.

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.

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.

Brian Merrick is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. His prior roles include positions at Stratos Wealth Advisors, Fifth Third Securities, The Retirement Corporation of America, and Ameriprise Financial Services. Merrick also has an investment advisory role associated with The Retirement Corporation of America. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, serving clients who meet specific net-worth criteria with planning in areas such as retirement, education, and specialized financial needs.

Michael Davell is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. He has previously worked at Edward Jones, Raymond James & Associates, Invest Capital Partners, LLC, and L.M. Kohn & Company. 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 over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brett Bogan is a financial advisor at Cetera with 29 years of industry experience and holds Series 65 and Series 66 licenses. He has worked with Avantax Advisory Services and Avantax Insurance Agency, and he is also president of Bogan Bell & Associates, providing tax preparation and accounting services. Outside of his advisory roles, Bogan is involved with several nonprofit organizations, serving as president and board member of the Free To Run Foundation and as an associate director for Waste-Free Dayton. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services to a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm supports access to various investment strategies through affiliated and third-party managers and manages over $256 billion in assets with a large network of advisors.

Jeffrey Oda is a CFP® with 34 years of experience at Edward Jones, where he has worked since 1992. He is based in Troy, Ohio. Outside of his advisory work, he is the owner of an office rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a large national network of financial advisors and branch offices.

Keith Waleskowski is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he was employed at Stryker Corporation and Cintas Corporation. Outside of finance, he works as a sports color analyst for Dayton-area radio and television broadcasts of University of Dayton men's basketball games. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, cash-flow, education, and niche services like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Robert Curry is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2000. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence framework. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Bret Ford is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory work, he is also active as a life and long-term care insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software to deliver collaborative, goal-based recommendations.

Tonya Hammonds is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and has previous experience at Fifth Third Securities, U.S. Bancorp Investments, NK Telco Sports, and Russia Local School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lance Schlosser is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Peak Retirement Planning, PFS Investments, and Primerica Financial Services. Prior to his financial services career, he was employed at Honda of America and in juvenile detention and state park roles. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Mary Lumsden is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.