Zachary Steinbrunner is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Royal Alliance Associates and Prenger Financial Services. He serves as secretary for the Lions Club and is a board member for the Poultry Days festival in Versailles, Ohio. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers, and is notable for its scale, affiliate network, and private-equity ownership.

Margaret Hanslik is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Edward Jones, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, leveraging proprietary research and planning tools. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and sports & entertainment planning.

Dianne Pitts is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has extensive work history with JPMorgan Chase Bank dating back to 1988. Outside of her advisory role, she is a co-owner of a family farm operated with her siblings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Jyl Schaer is a financial advisor at Wells Fargo Advisors in Troy, Ohio, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of her advisory role, she co-owns a farming business with her spouse. 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 investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

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.

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.

Randall Evans is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, he is involved in preferred equity investments through GHGC PREF LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

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.

Zachary Rapp is a financial advisor with Cambridge Investment Research Advisors in Troy, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has worked with Jon Coomer since 2014. Outside of his advisory work, he serves as Treasurer for the Tecumseh Education Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi‑billion dollar asset base across multiple platforms and custodians.

Gregory Beier is a financial advisor with Edward Jones in Grafton, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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 nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

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.