James Cox is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Tool Testing Lab, Inc. and Wittenberg University. Outside of his advisory role, Cox serves as an assistant coach for offensive and defensive lines at Vandalia Butler Schools, supervising weight room activities and training. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jordan Peterson is a financial advisor with Edward Jones in Vandalia, Ohio, holding Series 63 and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Salisbury is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2017, with prior roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Morad Zayed is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Morgan Stanley Services Group, Morgan Stanley, Citizens Securities, Merrill, and Fifth Third Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm employs proprietary research and planning tools to develop tailored recommendations across various financial planning areas, integrating advisory services with multiple financial product offerings.

Alexis Hill is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Daugherty 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 2015. Prior to this, he worked in education at several local school districts. His other business activities include sales of loan products and home security services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nicholas Wurst is a financial advisor with LPL Financial, holding a Series 66 license and 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2005 to 2009. Outside of his advisory role, he is involved with NWURST 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, model portfolios, third-party asset management, and institutional platforms, supporting strategies that include both discretionary and non-discretionary account management.

Brandon Blackford is a CFP® professional with 15 years of industry experience, currently advising clients at Edward Jones since 2011. He serves as an advisory board member for Mount Vernon Nazarene University’s Jetter School of Business, contributing to the development of the school's Financial Services curriculum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kasey Massie Yeagle is a Series 66 licensed financial advisor with Wells Fargo Advisors in Troy, Ohio, with 18 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, Yeagle serves as COO of Haubert & Howe, LLC, where she is involved in investment-related activities and also acts as co-trustee for multiple 401(k) plans. 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 tailored recommendations using proprietary research and tools, offering a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.

Matthew Buehrer is a financial advisor at Thrivent Investment Management with 37 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Standing Up to POTS, Love Pursuit International, the Tipp City Area Arts Council, and Camp Honor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Stacy Staples is a financial advisor with Primerica Advisors in Dayton, OH, holding 15 years of industry experience. She has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of her advisory role, she works as a part-time Instacart shopper. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Eyrich is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and 19 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2006 and was previously employed at PE Systems Inc. from 2010 to 2022. Outside of advisory services, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Darrien Kynard is a CFP® and Series 66-licensed financial advisor with seven years at Edward Jones and a total of six years in the industry. His prior experience includes roles at Anderson Financial Strategies and Wright Patt Credit Union. He is based in Fairborn, Ohio. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Margaret Hanslik is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated entities since 2012. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet specified net-worth criteria.

Charles Mccarty is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has been associated with Primerica Financial Services since 2009. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals 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 limited separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and utilizes strategic, tactical, tax-aware, and income distribution models implemented via BNY Mellon Advisors.

Stephen Shope is a financial advisor with Edward Jones in Huber Heights, OH. He holds a Series 66 designation and joined Edward Jones in 2025 after 11 years at Selecttech Services Corporation. He has no prior industry experience outside of his current role. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jyl Schaer is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory role, she has a 50% ownership in a farm business with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services through a network of advisors. The firm provides a broad array of planning services and integrates advisory services with other financial products and referral channels.

Polina Nocera is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 63 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously spent nine years at Lincoln Investment. In addition to her advisory role, she has served as an investment service analyst and relationship specialist with Shore Morgan Young Wealth Strategies, focusing on investment operations and client services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

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 nine years of experience in the financial services industry. She currently works at Ameriprise in Troy, OH, and previously held positions at JP Morgan Securities, LLC and Ameriprise Financial Services. In addition to her role at Ameriprise, she is an associate financial advisor managing an advisory business at Beyond Wealth Advisors. 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 ongoing retirement-income planning advice using a written Recommendation Report and tax-aware withdrawal strategies.