Donald Williams is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 14 years of industry experience. His prior roles include positions at PFS Investments, Inc. and Odyssey Retail. Outside of his advisory work, he is involved with Odyssey Retail, a merchandise reset business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Benjamin Langdon is a financial advisor with LPL Financial based in Troy, Ohio. He holds a Series 66 designation and has six years of industry experience. Langdon is also involved with Fessler & Langdon, an affiliated business related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Richmond is a financial advisor with OSAIC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. Richmond is also involved with Rodriguez Financial Strategies, LLC, providing fixed insurance products as part of comprehensive financial planning. OSAIC Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client needs.

Jorden Rhodes is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Prior to joining Edward Jones in 2026, Rhodes worked at Morgan Stanley, Merrill, Wells Fargo Clearing Services, and Fidelity Brokerage Services. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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, Ohio. She holds the Series 66 designation and has 13 years of industry experience, including 11 years with Cambridge Investment Research Advisors. Outside of her advisory role, she is involved in merchandise sales through a small business, Brookville Bargains. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 22 years of industry experience. He has been with JP Morgan Chase Bank NA and JPMorgan Securities LLC since 2017. Outside of his advisory role, he is involved with Progress Farms, where crops are planted and harvested on his residential property. J.P. Morgan Securities LLC 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 their recommendations.

Matthew Di Filippo is a ChFC® credentialed financial advisor with 12 years of experience at Edward Jones, where he has worked since 2014. Prior to his financial advisory career, he was associated with an eBay retail business based in Centerville, OH. 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 affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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.

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 and holds over 40 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., INVEST Financial Corp., and Southeast Investments, N.C. Inc., as well as operating his own firm, Fellers Financial Concepts, since 1978. He serves as a board member for Kairos Prison Ministry, a religious organization. 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 independent financial professionals, providing both discretionary and non-discretionary strategies across various platforms.

Ralph Gamberdella is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His prior work includes roles at Summit Funding Inc., Wholesale Capital Corp., and Lighthouse Electrical, LLC. In addition to his advisory work, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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 38 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2014. Outside of his advisory role, he serves as an advisor to a partner in a confectionery business in Mentor, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

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.

David Smith is a CFP® professional with 39 years of industry experience, currently with OSAIC since 2023. Prior to joining OSAIC, he spent 31 years at FSC Securities Corporation. He is the owner of an independent insurance agency and serves as trustee for a family trust, overseeing investment education and management for the beneficiary. OSAIC serves a wide range of clients, including individual and institutional investors, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to multiple investment platforms and third-party managers.