Evan Trick is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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.

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.

William Furay is a financial advisor with Primerica Advisors in Dayton, OH, holding seven years of industry experience. He has worked with PFS Investments Inc. since 2018 and has prior experience at Primerica Financial Services and several healthcare organizations. Outside of investment advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Vicki Long is a financial advisor with Edward Jones in West Milton, OH, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, operating through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Klaes is a financial advisor with Charles Schwab in Vandalia, Ohio, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked within several Charles Schwab entities since 2014, including Schwab Private Client Investment Advisors and multiple Schwab bank affiliates. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

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.

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.