Matthew Parks is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities, JPMorgan Chase Bank, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, 529 account management, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Oda is a CFP® with 34 years of experience at Edward Jones, where he has worked since 1992. He is based in Troy, Ohio. Outside of his advisory work, he is the owner of an office rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a large national network of financial advisors and branch offices.

Keith Waleskowski is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he was employed at Stryker Corporation and Cintas Corporation. Outside of finance, he works as a sports color analyst for Dayton-area radio and television broadcasts of University of Dayton men's basketball games. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, cash-flow, education, and niche services like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

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.

Corey Callahan is a CFP® professional with 18 years of experience, currently serving at Wells Fargo Advisors since 2009. He is based in Troy, Ohio, and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves on the board of 2940 At The Square, LLC, participating in community improvement decisions for a local homeowners association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Kyle Buehrer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at CGI. Outside of his advisory role, he is involved in managing a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Melissa Bowman is a financial advisor with Primerica Advisors in Bradford, OH, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, Bowman owns Rainbow Accounting Services, a tax preparation and bookkeeping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lance Schlosser is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 credentials and three years of industry experience. His work history includes roles at Cambridge Investment Research, Peak Retirement Planning, PFS Investments, and Primerica Financial Services, among others. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

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 worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Kayla Buehrer is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has previously worked at Parfitt & Associates, LLC, as well as in various roles outside finance including positions at UPS and the Athens County Sheriff's Office. Buehrer serves on the Tipp City Design Committee, which focuses on improving and maintaining the appearance of the downtown area. 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 across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

James Cox is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Tool Testing Lab, Inc. and Wittenberg University. Outside of his advisory role, Cox serves as an assistant coach for offensive and defensive lines at Vandalia Butler Schools, supervising weight room activities and training. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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.

Jordan Peterson is a financial advisor with Edward Jones in Vandalia, Ohio, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2016. 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 strategies, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Salisbury is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2017, with prior roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Morad Zayed is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Citizens Securities, Merrill, Fifth Third Bank, and Huntington Bank. He is based in Troy, Ohio. 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 cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche areas such as business-owner transition and special-needs analysis.

Alexis Hill is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Brandon Blackford is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. He serves as an advisory board member for the Jetter School of Business at Mount Vernon Nazarene University, helping guide the curriculum for its Financial Services major. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a wide range of advisory programs and maintains a large nationwide network of advisors and 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.