David Trimmer is a CFP®-designated financial advisor with Edward Jones in Fairborn, Ohio, bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is a bandmember of Jukebox Apocalypse, playing keyboard and guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Mary Lumsden is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Kayla Buehrer is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has previously worked at Parfitt & Associates, LLC, as well as in various roles outside finance including positions at UPS and the Athens County Sheriff's Office. Buehrer serves on the Tipp City Design Committee, which focuses on improving and maintaining the appearance of the downtown area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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 with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Citizens Securities, Merrill, Fifth Third Bank, and Huntington Bank. He is based in Troy, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche areas such as business-owner transition and special-needs analysis.

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 designation and 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his role at LPL, he is involved with NWURST Financial LLC, a business entity for tax and investment purposes. 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 internal research and third-party subadvisors.

Brandon Blackford is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. He serves as an advisory board member for the Jetter School of Business at Mount Vernon Nazarene University, helping guide the curriculum for its Financial Services major. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a wide range of advisory programs and maintains a large nationwide network of advisors and branch offices.

Abigail Davis is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at institutions including Wright-Patt Credit Union and Discover Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, incorporating both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Nathaniel Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. His previous roles include positions at Wright-Patt Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology-driven solutions.

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.

Julienne Clark is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. She has previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A., and is currently associated with Wright-Patt Credit Union and CUSO Financial Services, LP. Outside of her advisory role, Clark is the sole member of a private business, Generations Fence & Deck, where she handles bookkeeping, and she also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Matthew Buehrer is a financial advisor with Thrivent Investment Management in Tipp City, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with 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, focusing on holistic, goal-based financial planning. The firm offers a consolidated planning and managed-account program called WealthPlan, though it does not provide portfolio management for institutional clients.

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.