Eric Murray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously spent 26 years with Concourse Financial Group Securities Inc. Murray is also the owner of Moneywise Inc, a financial planning business established in 1999, and serves on the board of the Greene Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Kailee Hiss is a CFP® and holds a Series 66 license, with five years of industry experience. She is currently an advisor at OSAIC and has previous experience at FSC Securities and Smith, Moses & Cozad, LLC. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by technology and risk-tolerance analysis.

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including Wright-Patt Credit Union and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kaitlyn Stuckert is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for five years. Early in her career, she was involved with several community organizations including the Wilmington-Clinton County Chamber of Commerce and Energize Clinton County. 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 network of financial advisors and branch offices nationwide.

Edward Wood is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. His career includes roles at Metlife Securities, MSI Financial Services, MetLife Investment Fund Services, and Valic Financial Advisors. He also maintains an individual life insurance agent role with Metlife/Brighthouse. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved analytical tools to deliver tailored recommendations.

Daniel Griffith is a CFP® professional with eight years of experience in the financial services industry. He is currently affiliated with OSAIC and has prior experience at FSC Securities and Smith, Moses & Co LLC. Outside of his advisory work, he coaches powerlifting, creating training programs and overseeing athlete progress. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and various management strategies supported by risk-tolerance assessments and rebalancing tools.

Jose Rodriguez is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., and Citigroup Global Markets. In addition to his advisory role, Rodriguez is president of Rodriguez Financial Strategies, LLC, where he offers fixed insurance products, and he serves on the advisory board of Creek Technologies. He also engages as a paid speaker on financial planning and Hispanic cultural topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple management strategies supported by a complex affiliate network and private-equity ownership.

William Wolke is a financial advisor with Edward Jones in Troy, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Vice Chairman of the Miami County Republican Party and is a Director focused on Strategic Planning and Implementation at the Darke County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices across the United States.

Ryan Lavielle is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and 21 years of industry experience. His prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, WesBanco Securities, and PNC Wealth Management. Outside of advising, he is the owner of Bella Visione LLC, a business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Tuvell is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 16 years of industry experience. He has been associated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory activities, he receives compensation for referrals related to home security and automation products, as well as loan product sales through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Sara Smith is a financial advisor at Edward Jones in Dayton, OH, holding a Series 66 designation with 27 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. and Universal 1 Financial Advisory Group for 12 years each before joining Edward Jones in 2019. Outside of her advisory role, she has worked in retail as a cashier and floor associate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Kevin Larger is a financial advisor with Thrivent Investment Management in Vandalia, Ohio, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory work, he serves as a non-voting member of the local advisory board for LifeWise Academy, providing input on Bible-based character education programs for public school students, and co-chairs the Rotary Foundation of the Vandalia Rotary Club, where he educates members on charitable giving. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Robert Brown is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has prior work history with Forrester Research and Pacers Sports and Entertainment. Brown serves as Vice President for two nonprofit organizations, Beat the Streets Miami Valley and Break Away Sports Ohio, both focused on supporting underprivileged youth through sports, academics, and faith. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Donald Williams is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and 15 years of industry experience. He has worked with Primerica Financial Services since 2000 and has held roles at Primerica Advisors, Odyssey Retail, Acosta, Inc., and PFS Investments, Inc. Outside of financial advising, Williams is involved with Odyssey Retail, a merchandise reset business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors, delivering advisory services using model-based investment strategies and discretionary account options supported by third-party asset managers and custodians.

Benjamin Langdon is a financial advisor with LPL Financial in Troy, Ohio. He holds a Series 66 designation and has one year of industry experience. Langdon is also associated with Fessler & Langdon, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various technological tools and a broad non-advisory financial services platform.

Mark Richmond is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Richmond is also involved with Rodriguez Financial Strategies, LLC, where he presents insurance products including life, health, and annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program platforms.

Michael Beard is a financial advisor at Edward Jones in Beavercreek, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies supported by a large network of financial advisors and branch offices.

Jorden Rhodes is a financial advisor with Edward Jones in Dayton, OH, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. Prior to joining Edward Jones in 2026, Rhodes worked at Morgan Stanley, Merrill, Wells Fargo Clearing Services, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Bridget Metz is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management and BMW Financial. 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 institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically scoped to client needs and implemented through optional brokerage or advisory programs.

Christin Miller is a financial advisor with Cambridge Investment Research Advisors in Brookville, OH, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Cambridge in 2015, she worked at Westminster Financial Advisory Corp from 2013 to 2015. Outside of advising, she is involved with Brookville Bargains, a merchandise sales business. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies alongside access to third-party advisers.