Robert Curry is a Series 66-licensed advisor at J.P. Morgan Securities with 26 years of industry experience. He has worked with JPMorgan Chase Bank, NA since 2000 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating systematic quantitative and qualitative research.

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 at J.P. Morgan Securities with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with firms including FIFTH THIRD SECURITIES, Inc., U.S. Bancorp Investments, Inc., and JPMorgan Chase Bank, N.A. Outside of finance, she has experience in education and local sports organizations. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in its investment recommendations.

Melissa Bowman is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds the Series 63 designation and has worked at PFS Investments Inc. and Primerica Financial Services since 2009 and 2011, respectively. Outside of advising, she owns Rainbow Accounting Services, where she provides tax preparation and bookkeeping services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports accounts with custody and trade execution services through Pershing.

Lance Schlosser is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Peak Retirement Planning, PFS Investments Inc., and Primerica Financial Services. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and access to third-party advisers and proprietary model strategies.

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 previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and KeyBanc Capital Markets Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning.

Andria Haworth is a financial advisor with Thrivent Investment Management in Piqua, Ohio, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones from 2011 to 2018 before joining Thrivent, where she has been since 2018. Outside of her advisory role, Haworth serves as a financial secretary at St. John's Lutheran Church and is involved with community organizations including the Darke County 4-H Committee and the Darke County Fish Pantry board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a broad array of topics and combines planning with managed-account options under a consolidated billing service called WealthPlan, while maintaining separation between planning and portfolio management.

Morad Zayed is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Morgan Stanley Services Group, Morgan Stanley, Citizens Securities, Merrill, and Fifth Third Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm employs proprietary research and planning tools to develop tailored recommendations across various financial planning areas, integrating advisory services with multiple financial product offerings.

Michael Mc Corkle is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory career, he spent six years at Hartzell Propeller Inc. Outside of finance, Mc Corkle provides flight training and pilot services, assisting local pilots in maintaining their licenses. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies, including managed accounts and mutual funds, and operates under a fiduciary standard with a nationwide network of over 23,000 advisors and 15,000 branch offices.

Ryan Ratermann is a financial advisor with Edward Jones in Piqua, Ohio, holding a Series 63 designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved as a member of SR Capital LLC, a rental property business in Piqua. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Kasey Massie Yeagle is a Series 66 licensed financial advisor with Wells Fargo Advisors in Troy, Ohio, with 18 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, Yeagle serves as COO of Haubert & Howe, LLC, where she is involved in investment-related activities and also acts as co-trustee for multiple 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, offering a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.

Jesse O'Rourke is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and previously worked for ITW Hobart Service for six years before joining Edward Jones in 2018. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Olivia Anthony is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, she worked at Palstar Inc and Flyer Enterprises and held roles at the University of Dayton. 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. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Zachary Steinbrunner is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Royal Alliance Associates and Prenger Financial Services. He serves as secretary for the Lions Club and is a board member for the Poultry Days festival in Versailles, Ohio. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers, and is notable for its scale, affiliate network, and private-equity ownership.

Margaret Hanslik is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Edward Jones, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and sports & entertainment planning.

Dianne Pitts is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has extensive work history with JPMorgan Chase Bank dating back to 1988. Outside of her advisory role, she is a co-owner of a family farm operated with her siblings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Jyl Schaer is a financial advisor at Wells Fargo Advisors in Troy, Ohio, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of her advisory role, she co-owns a farming business with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Polina Nocera is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 63 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously spent nine years at Lincoln Investment. In addition to her advisory role, she has served as an investment service analyst and relationship specialist with Shore Morgan Young Wealth Strategies, focusing on investment operations and client services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Cassondra Salazar is a CFP® professional with nine years of experience in the financial services industry. She currently works at Ameriprise in Troy, OH, and previously held positions at JP Morgan Securities, LLC and Ameriprise Financial Services. In addition to her role at Ameriprise, she is an associate financial advisor managing an advisory business at Beyond Wealth Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice using a written Recommendation Report and tax-aware withdrawal strategies.

Randall Evans is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, he is involved in preferred equity investments through GHGC PREF LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.