Dennis Eck is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 43 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1981 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Gregory Flick is a Series 66-licensed financial advisor with LPL Financial, based in Dayton, OH, and has 12 years of industry experience. Prior to joining LPL Financial in 2025, he spent over a decade with Wright-Patt Credit Union and Cuso Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tanyike Freeman Smith is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and with 11 years of industry experience. She has been with Primerica Advisors since 2015 and was previously associated with Primerica Financial Services starting in 2014. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program for individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

William Shufflebarger is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Signator Investors, Inc., UBS Financial Services, and SpieLes Insurance Agency. He also operates Signature Financial Group, LLC, conducting investment and insurance business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced risk and rebalancing tools.

Scott Young is a financial advisor at Edward Jones in Dayton, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and trust services.

Jason Moore is a financial advisor with Raymond James Financial in Dayton, OH, holding Series 63 and Series 65 licenses and with 16 years of industry experience. His prior roles include positions at National Wealth Management Group, LLC and PNC Wealth Management. Outside of his advisory work, he has been involved with Centerville Crossfit since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytic tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Steven Wise is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with J.P. Morgan Securities and has held various roles within the firm since 2012. Outside of his advisory role, he holds ownership interests in a flooring business and a real estate investment company, as well as an online sports card trading venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Kinsey Kinder is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, Kinsey worked for five years at LCNB National Bank. Kinsey also serves as an Associate Financial Advisor with Beyond Wealth Advisors LLC, a private wealth advisory practice of Ameriprise Financial Services. 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 written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

William Thompson is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Private Advisor Group, LLC, StoneX Advisors Inc., and Wrp Investments, Inc. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Whitcomb is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Financial Resource Partners, LLC. Whitcomb also operates as an independent insurance agent through Matthew Whitcomb LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary and third-party investment strategies through various platforms.

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.

Nicholas Gooch is a financial advisor with Edward Jones in Brookville, OH. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Edward Jones in 2025, he worked at Fifth Third Securities and Fifth Third Bank for a combined ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

Patrick Cauley is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. His career includes over three decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that also include financial planning and access to third-party asset managers.

Clare Thielen is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at ALPS Distributors, Inc. and James Capital Alliance, Inc. before joining Fidelity. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Joshua Wilson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sydney Dulle is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Protective Life Insurance Company and Concourse Financial Group Securities Inc. Outside of finance, she has experience working at Aston Oaks Golf Club and the University of Cincinnati. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Michael Thein is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held positions at OneAmerica Securities and American United Life, and previously operated Thein Financial Group for 20 years. Outside of financial advising, he owns a farm and bakery, serves on the Vandalia-Butler Chamber board, and leads several financial and insurance-related businesses. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management services through various platforms and proprietary model strategies.

Jason Pearson is a CFP® with 19 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2007 and is the owner of Oakvest Financial, LLC, a financial services firm. Additionally, he serves as an account clerk for the City of Dayton's Water Department and owns Oakvest Tax Services, a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program structures and custodial relationships.

Gerald Wolf Jr. is a financial advisor with OSAIC in Dayton, OH, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with OSAIC since 2024 and has prior experience at Fortis Investors, Inc. dating back to 1995. In addition to his advisory work, he owns a sole proprietorship focused on insurance products and another business preparing and filing tax returns. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization.

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.”