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 six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Ally Invest Securities LLC and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Brian Daulton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. Outside of his advisory role, he serves as an ordained minister at Riverview Baptist Church, where he prepares and delivers sermons and teaches Bible classes. He also works as a youth soccer referee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

John Woeste is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 23 years. Outside of his advisory role, he is involved in writing books, screenplays, theatrical shows, and board games. Osaic Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

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 in Dayton, OH, holding a Series 66 designation and having 20 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and JPMorgan Chase Bank, NA since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research methods.

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 at Mass Mutual Investors Services with 38 years of industry experience. His career includes roles at Metlife Securities, MSI Financial Services, MetLife Investment Fund Services, and Valic Financial Advisors. He also maintains an individual life insurance agent role with Metlife/Brighthouse. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved analytical tools to deliver tailored recommendations.

Jay Culbertson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003. 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. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with offerings that incorporate ESG considerations and broader derivatives capabilities.

Jeffrey Hochwalt is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at VOYA Financial Advisors and Cetera Advisors. Outside of his advisory work, he owns a photography business and is involved in college planning services. Cambridge Investment Research Advisors serves both individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base, providing access to multiple platforms, custodians, and proprietary model strategies.

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, Ohio, holding a Series 63 designation and 15 years of industry experience. He has worked with Primerica Financial Services since 2000 and has held roles at Primerica Advisors, Odyssey Retail, Acosta, Inc., and PFS Investments, Inc. Outside of financial advising, Williams is involved with Odyssey Retail, a merchandise reset business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors, delivering advisory services using model-based investment strategies and discretionary account options supported by third-party asset managers and custodians.

Yuh Chen Yu is a financial advisor at Edward Jones in Kettering, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Yu worked at Door Dash and PNC Bank, and has been involved with CBY LLC since 2017. Outside of advisory services, Yu participates in rental property management through involvement with CBY Investments LLC and Cotton Bailey Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a significant national presence, maintaining approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Luke Neff is a financial advisor with LPL Financial in Kettering, Ohio, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at PNC Wealth Management and Cuso Financial Services, LP. He is also involved with Day Air Credit Union, where he has been active since 2015. 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.

Christin Miller is a financial advisor with Cambridge Investment Research Advisors in Brookville, OH, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Cambridge in 2015, she worked at Westminster Financial Advisory Corp from 2013 to 2015. Outside of advising, she is involved with Brookville Bargains, a merchandise sales business. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies alongside access to third-party advisers.