Jason Bradford is a financial advisor with Cetera, holding 26 years of industry experience. He has operated his own CPA practice since 1998, providing tax preparation and financial statement services for individuals and businesses. In addition to his advisory role, Bradford is involved in insurance and financial services through Bradford Financial Group and serves as a registered representative in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various investment solutions including model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets across more than 10,000 advisors.

Paul Kendall is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ameriprise Financial Services LLC and was previously with Edward Jones and The Middlefield Banking Company. Outside of his advisory role, Kendall is a co-owner of Kendall Capital Group LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning through a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Samuel Gebhardt is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he spent five years at Troyer & Associates, Inc, following five years in full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Drew Gooding is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Dover, OH. His prior work includes roles at Marsh Industries Inc and Ohio University Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 advisors.

Daniel Duren is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has a long tenure with Prudential Insurance Company of America, dating back to 1985. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and access to model portfolios and third-party asset management programs.