Donald Williams is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and 15 years of industry experience. He has worked with Primerica Financial Services since 2000 and has held roles at Primerica Advisors, Odyssey Retail, Acosta, Inc., and PFS Investments, Inc. Outside of financial advising, Williams is involved with Odyssey Retail, a merchandise reset business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors, delivering advisory services using model-based investment strategies and discretionary account options supported by third-party asset managers and custodians.

Benjamin Langdon is a financial advisor with LPL Financial in Troy, Ohio. He holds a Series 66 designation and has one year of industry experience. Langdon is also associated with Fessler & Langdon, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 various technological tools and a broad non-advisory financial services platform.

Mark Richmond is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Richmond is also involved with Rodriguez Financial Strategies, LLC, where he presents insurance products including life, health, and annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program platforms.

Bridget Metz is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management and BMW Financial. 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 institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically scoped to client needs and implemented through optional brokerage or advisory programs.

Christin Miller is a financial advisor with Cambridge Investment Research Advisors in Brookville, OH, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Cambridge in 2015, she worked at Westminster Financial Advisory Corp from 2013 to 2015. Outside of advising, she is involved with Brookville Bargains, a merchandise sales business. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies alongside access to third-party advisers.

Niasha Piper is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. Outside of finance, she owns and operates two small businesses focused on cosmetics instruction and e-commerce sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their non-discretionary program offers written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and utilizes a combination of quantitative and qualitative research.

Jacob Russell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at LCNB National Bank and had a five-year tenure at Donatos Pizza. 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 financial advisors and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Redick is a Series 66-credentialed financial advisor with 22 years of industry experience, currently serving at J.P. Morgan Securities in Troy, Ohio. He has been with JPMorgan-related entities since 2016 and is also a landowner involved with Progress Farms, where crops are planted and harvested on his 10.5-acre residential property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Di Filippo is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 66 license, with 12 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. in 2026, he worked at Edward Jones from 2014 to 2026. Outside of his advisory work, he is associated with a retail business on eBay, involving household items and apparel. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a combination of advisory programs and specialized consulting services.

Tiffany Kellner is a financial advisor with UBS Financial Services in Dayton, Ohio, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with UBS since 2000. In addition to her advisory role, she serves as an instructor at the University of Dayton and is a member of the Board of Trustees for the Gala of Hope, a nonprofit focused on raising funds for cancer patients in Dayton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Joyce Combs is a financial advisor with Primerica Advisors in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and offers its services primarily through a tiered wrap-fee structure.

Jordan Whittridge is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2016 and Primerica Financial Services since 2014. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers, delegates trading to BNY Mellon Advisors, and provides a tiered wrap-fee structure rather than fixed fees.

Karen Thompson is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its predecessor firms since 1998. Outside of her advisory role, she has been involved with Cooker Bar & Grill and Garden Botanika for over two decades. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Michael Leonard is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 1999 to 2007 before joining Wells Fargo Advisors Financial Network in 2009. Outside of his advisory role, he has a majority ownership interest in Horizon Peaks Holdings, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Jason Thompson is a financial advisor with Ameriprise in Troy, Ohio, holding 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized Recommendation Reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Daniel Fellers is a financial advisor with Cambridge Investment Research Advisors, holding over 40 years of industry experience. He has held roles at Cambridge Investment Research, Inc., INVEST Financial Corp., Southeast Investments, N.C. Inc., and has operated Fellers Financial Concepts since 1978. He serves as a board member of the Kairos Prison Ministry. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under its Founders Gate Capital brand.

Ralph Gamberdella is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and nearly 40 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His prior work includes positions at Summit Funding Inc., Wholesale Capital Corp., and Lighthouse Electrical, LLC. Outside of advisory activities, he is involved in sales of home security and automation products through part-time referrals to affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors. The firm uses model-driven investment strategies delivered by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing largely on individual investors rather than institutional clients.

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 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is a part owner and advisor in a bakery business in Mentor, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements and optional implementation through brokerage or advisory programs.

Carla Buxa is a financial advisor with Primerica Advisors in Fairborn, OH, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with Primerica Financial Services and PFS Investments, Inc. since the late 1990s. Outside of her advisory role, she is involved with St. Brigid Catholic Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.