Robert Sells is a financial advisor with Edward Jones in New Lebanon, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in the automotive and information services sectors, including roles at Jeff Wyler Springfield Automall and LexisNexis. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Cox is a financial advisor with Edward Jones in Vandalia, Ohio, holding a Series 63 designation and with 37 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he serves as a football coach for the Vandalia Butler School District. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

James Stefanoff is a financial advisor with Ameriprise in Dayton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and its affiliates since 2011. Outside of his advisory role, he works part-time as a rural carrier for the U.S. Postal Service. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to offer tailored, tax-efficient withdrawal strategies. The firm delivers these recommendations through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its approach.

David Garel is a financial advisor with Edward Jones in Oakwood, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he owns the Dayton Squash Center, a fitness facility in Miamisburg, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Christine Magoteaux is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients under a wrap-fee structure. The firm selects and oversees third-party asset managers and uses BNY Mellon Advisors for model implementation, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Jeffrey Slattery is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Ally Invest Securities LLC and Edward Jones. He is currently based in Tipp City, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advisory mandates.

Brian Daulton is a Series 66 registered advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 1996. Outside of his financial career, he serves as an ordained minister at Riverview Baptist Church, where he prepares and preaches sermons and teaches Bible classes. He also works as a youth soccer referee. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Woeste is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 23 years at Stifel Independent Advisors, LLC. Outside of his advisory role, he is involved in writing books, screenplays, theatrical shows, and board games. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing a variety of asset-allocation tools and access to third-party money managers and wrap programs.

Jeffrey Reboulet is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also has experience with Accounting A La Carte. Outside of his advisory role, he is involved in sports-related activities, including ownership and coordination of baseball and softball camps, clinics, and tournaments through several entities such as Midwest Sports Performance LLC and REB Baseball, LLC. He is also a co-author of a book and website related to baseball. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party money managers across various program structures.

Ronald Jones is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, NA beginning in 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services through a select group of Wealth Advisors on a non-discretionary basis.

Dustin Kohler is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at J.P. Morgan Securities and OneMain Financial Services. Outside of his advisory work, he is involved in managing a rental property business through KelKohl LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Wanda Long is a financial advisor at Primerica Advisors in Dayton, Ohio, with six years of industry experience. She has worked at Primerica Advisors since 2019 and previously spent over two decades at Premier Health. Outside of her advisory role, Long serves as president of T&W General Services, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nicholas Kavalauskas is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked with Primerica Financial Services since 2022 and is involved with the Vandalia Butler Chamber of Commerce. Prior to his financial services career, he spent 16 years in professional sports catering. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Edward Wood is a financial advisor with Mass Mutual Investors Services in Dayton, OH, holding 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 11 years at MetLife Securities. Wood is also licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using advanced analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Jay Culbertson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jeffrey Hochwalt is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been affiliated with Cambridge Investment Research since 2008. Outside of advising, he owns a photography business and operates Financial Resource Partners LLC, which encompasses college planning and other financial services. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a network of independent professionals and provides both proprietary and third-party investment strategies tailored to client objectives across multiple platform arrangements.

Richard Tuvell is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 16 years of industry experience. He has been associated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory activities, he receives compensation for referrals related to home security and automation products, as well as loan product sales through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kevin Larger is a financial advisor with Thrivent Investment Management in Vandalia, Ohio, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory work, he serves as a non-voting member of the local advisory board for LifeWise Academy, providing input on Bible-based character education programs for public school students, and co-chairs the Rotary Foundation of the Vandalia Rotary Club, where he educates members on charitable giving. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Robert Brown is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has prior work history with Forrester Research and Pacers Sports and Entertainment. Brown serves as Vice President for two nonprofit organizations, Beat the Streets Miami Valley and Break Away Sports Ohio, both focused on supporting underprivileged youth through sports, academics, and faith. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Donald Williams is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 14 years of industry experience. His prior roles include positions at PFS Investments, Inc. and Odyssey Retail. Outside of his advisory work, he is involved with Odyssey Retail, a merchandise reset business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.