John Holland is a financial advisor with Ameriprise in Springfield, Ohio, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Ameriprise in 2026, he spent several years with The Huntington Investment Company and also worked at JPMorgan Chase. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Keys is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at Wright Patt Credit Union since 2005 and was affiliated with Cuso Financial Services, LP for 20 years. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Jennifer Siefring is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2011, with prior experience at Commonwealth Financial Network, UBS Financial Services, and other firms. Siefring is also involved with J.S. Wealth Advisors, a non-variable insurance and investment-related business, and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with proprietary and third-party investment options alongside various financial products and platforms.

David Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory services, Hall is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Zachary Avery is a CFP® with seven years of industry experience, currently advising at Cambridge Investment Research Advisors. He has been with Cambridge Investment Research in various capacities since 2018 and also has experience coaching basketball at Clark Shawnee Local Schools. Outside of his advisory role, he is an independent insurance agent and a business owner. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals using multiple custody platforms and a blend of proprietary and third-party strategies.

Neil Nehring is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Nehring serves as co-chair of the Tipp City Rotary Club Service and is a trustee of the Nehring Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Mark Stephenson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent 15 years at Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory role, he owns Stephenson Artography, a freelance photography and editing business, and is a partner in Stephenson & Little LLC, which conducts banking and leasing activities for Sterling Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Naomi Cline is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience in the food and hospitality sector, including roles at Mojos Bar & Grille and Wings & Rings. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations tailored to clients’ financial situations.

James Hanna is a financial advisor with Ameriprise in Springfield, OH, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Ameriprise and its related entities since 1988. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a large client base with advisory, brokerage, and insurance solutions typical of an institutional firm.

James Priest is a financial advisor with Cetera in Dayton, Ohio. He holds a Series 66 designation and has 22 years of industry experience. He has been with Cetera Investment Advisors LLC and Cetera Financial Specialists LLC since 2013. He serves as power of attorney for an immediate family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party model portfolios and investment strategies.

Nicole Proxmire is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 65 designation. She has one year of industry experience and prior work history that includes roles at Rob Eicher State Farm, CX Institutional, LLC, and freelance photography under Nicole Proxmire - Freelance Photography. 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 tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Ann Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Wright-Patt Credit Union, Fifth Third Securities, Chase Investment Services Corp., and UBS Financial Services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Hahn is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wright-Patt Credit Union, CUSO Financial Services, LLC, Freeman Heyne Toma, LLC, and Cetera Advisors LLC. He is involved with WPCU Retirement Solutions, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Scott Krizner is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He has worked at LPL Financial since 2022 and previously spent 23 years at Cadaret, Grant & Co., Inc. Based in Springfield, Ohio, he is also licensed as an insurance agent selling health, disability, and long-term care products. 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 broad range of financial planning and investment management services through its extensive network of advisors and employs various model portfolios and third-party strategies in its advisory platform.

Kaleb Baker is a CFP® with 10 years of experience in the financial services industry, currently with LPL Financial. His prior roles include positions at PNC Investments, CUSO Financial Services, and Wright-Patt Credit Union. He is also involved with Federal Retirement Readiness Associates LLC, a non-investment related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives across a broad range of strategies.

Kristine Lewis is a financial advisor with Ameriprise in Springfield, OH, holding 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Russel Surber III is a financial advisor with Edward Jones in Troy, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jason Hallmark is a CFP® professional with 18 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Northwestern Mutual. Outside of his advisory work, he creates art and is involved in outside insurance sales. Osaic Wealth, Inc. serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by firm-provided asset-allocation tools and access to third-party money managers.

Jeffery Boland is a financial advisor at Edward Jones in Englewood, Ohio, holding a Series 63 designation with 25 years of industry experience. He has been with Edward Jones since 2000. 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 under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust offerings and securities-based lending.

Mark Waltersheide is a financial advisor with Wells Fargo Clearing in Dayton, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.