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.

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 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.

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 seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at ITW Hobart Service from 2012 to 2018. Jesse holds a Series 66 designation. 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 programs and investment solutions through a nationwide network of financial advisors.

Zachary Steinbrunner is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Royal Alliance Associates and Prenger Financial Services. Outside of his advisory work, he serves as secretary of the local Lions Club and is a board member responsible for bulk orders at the annual Poultry Days festival in Versailles, Ohio. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, and financial planning services. The firm uses a variety of tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Margaret Hanslik is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated entities since 2012. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet specified net-worth criteria.

Dianne Pitts is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, having previously worked at JPMorgan Chase Bank, N.A. since 1988. Outside of her advisory role, she is a part-owner of a family farm operated through Platfoot Brothers 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 applying an ESG eligibility framework in its recommendations.

Jyl Schaer is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory role, she has a 50% ownership in a farm business with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services through a network of advisors. The firm provides a broad array of planning services and integrates advisory services with other financial products and referral channels.

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 eight years of experience in the financial services industry. She is currently with Ameriprise in Troy, OH, and has previously worked at JP Morgan Securities and JP Morgan Chase Bank. Salazar is also an associate financial advisor at Beyond Wealth Advisors, where she manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on retirement income 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.

Sarah Roman is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has prior work experience in the United States Air Force and construction. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for clients.

Zachary Rapp is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and is also affiliated with Jon Coomer. Outside of his advisory roles, he serves as Treasurer for the Tecumseh Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Clasena Sielschott is a financial advisor with Edward Jones in Sidney, Ohio, holding a Series 63 designation and having 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, with approximately $1.01 trillion in assets under management. The firm maintains a large network of financial advisors and branch offices and operates under a fiduciary standard.

Terrence Geary is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Sanctuary Advisors LLC, Monere Investments, Inc., and Alt Fund Distributors LLC. Outside of his advisory role, he is the founder and executive director of Just One Dash, a volunteer-run nonprofit supporting families in East Garfield Park, Chicago. 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 financial planning services and personalized investment recommendations supported by proprietary research and planning tools.