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 38 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2014. Outside of his advisory role, he serves as an advisor to a partner in a confectionery business in Mentor, Ohio. 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 using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

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 industry experience, currently serving at OSAIC. He has held roles at Financial Achievement Services Inc. and Signator Investors, Inc., and previously worked at Zechar Bailey Funeral Home for sixteen years. Pierri is active in his community as a board member of the Darke County Chamber of Commerce and president of YOLO of Darke County, a nonprofit organizing local events. OSAIC Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs a range of investment tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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 at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase and its affiliates since 2003. Outside of her advisory role, she is a partner in a marketing business, Never Satisfied Group LLC. J.P. Morgan Securities 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 in its recommendations.

Jennifer Siefring is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Commonwealth Financial Network, UBS Financial Services, and other firms. Siefring is also involved with J.S. Wealth Advisors, a non-variable insurance and investment-related business, and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with proprietary and third-party investment options alongside various financial products and platforms.

Neil Nehring is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Nehring serves as co-chair of the Tipp City Rotary Club Service and is a trustee of the Nehring Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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.

Scott Garrison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is the president and founder of TASKS, Inc., a nonprofit organization involved in fundraising and board coordination. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platform solutions to manage portfolios across various asset classes.

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, currently serving with Cetera in Troy, OH. His career includes roles at Fidelity Investments and Minster Bank. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement services through a network of over 10,000 advisors.