Jonathan Coomer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also leads Coomer & Company Financial Services. Outside of his advisory work, Coomer serves as an independent insurance agent and volunteers as a committee member for Miami Valley Scouting. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as 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 multiple platforms, third-party advisers, and proprietary investment strategies.

Chad Strong is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliates.

Christine Magoteaux is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients under a wrap-fee structure. The firm selects and oversees third-party asset managers and uses BNY Mellon Advisors for model implementation, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Chet Saunders is a financial advisor with OSAIC who holds the Series 63 and Series 65 designations and has 32 years of industry experience. His prior roles include positions at SagePoint Financial, Grove Point Investments, LLC, OSAIC Services, Inc., and American General Securities Incorporated. Outside of advising, Saunders owns and operates a driving range. OSAIC is a large institution serving a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation and portfolio optimization.

Jeffrey Slattery is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Ally Invest Securities LLC and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and registered investment companies.

Brian Daulton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. Outside of his advisory role, he serves as an ordained minister at Riverview Baptist Church, where he prepares and delivers sermons and teaches Bible classes. He also works as a youth soccer referee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Brett Meiring is a CFP® credentialed financial advisor with four years of industry experience, currently working at Wells Fargo Advisors in Troy, OH. His prior experience includes roles at Fifth Third Bank and Oracle Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations.

Timothy Irwin is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He has worked at firms including Nationwide Investment Services Corporation and Meeder Investment Management. Outside of finance, he owns and manages Greenseide Consultants, LLC, a land management and landscape project business based in Columbus, 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 and integrates advisory offerings with other financial products and referral channels.

Zachary Saint James is a Series 66 licensed financial advisor with Wells Fargo Advisors, where he has worked since 2020. He has five years of industry experience, including prior roles at ITW Food Equipment, First Financial Bank, and J. Crew. Outside of finance, he has been involved with Zeal Coaching for Life and Career and has operated Loretta's Country Kitchen since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop personalized recommendations, integrating advisory services with various financial products and referral channels.

Randall Helt is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in general farming through ownership of Ranlin Farm. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service tailored to high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.

Arthur Coates is a Series 66-registered financial advisor with J.P. Morgan Securities, with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Finish Line, and Greater Dayton Job Training. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.

Jeffrey Reboulet is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and also has experience with Accounting A La Carte. Outside of his advisory role, he is involved in sports-related activities, including ownership and coordination of baseball and softball camps, clinics, and tournaments through several entities such as Midwest Sports Performance LLC and REB Baseball, LLC. He is also a co-author of a book and website related to baseball. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party money managers across various program structures.

Seth Goodall is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at GNC Health Stores and Kohl's Department Store. He also has experience working in educational settings at Wright State University and Clinton-Massie High School. 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 a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through optional brokerage or advisory programs.

Ronald Jones is a financial advisor with J.P. Morgan Securities in Dayton, OH, holding a Series 66 designation and having 20 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and JPMorgan Chase Bank, NA since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research methods.

Darrin Haubert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Haubert serves on the finance committee of the YMCA of Central Ohio. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Dustin Kohler is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at J.P. Morgan Securities and OneMain Financial Services. Outside of his advisory work, he is involved in managing a rental property business through KelKohl LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Wanda Long is a financial advisor at Primerica Advisors in Dayton, Ohio, with six years of industry experience. She has worked at Primerica Advisors since 2019 and previously spent over two decades at Premier Health. Outside of her advisory role, Long serves as president of T&W General Services, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nicholas Kavalauskas is a financial advisor with Primerica Advisors in Dayton, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked with Primerica Financial Services since 2022 and is involved with the Vandalia Butler Chamber of Commerce. Prior to his financial services career, he spent 16 years in professional sports catering. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Gretchen Matlock is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase and Capital One. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Adam Langdon is a financial advisor with LPL Financial in Troy, Ohio, holding a Series 63 designation and 32 years of industry experience. He previously worked at Securities America Advisors, Securities America Inc., StoneX Advisors Inc., Wrp Investments, Inc., and WS Griffith Securities, Inc. Langdon also owns an insurance agency, Langdon Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.