Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Shawn Mccombs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining Private Advisor Group in 2015, he worked at The Huntington Investment Company from 2002 to 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms to deliver a range of managed account solutions.

Robert Ames is a CFP® with two years of industry experience, currently affiliated with Private Advisor Group, LLC in Springfield, OH. His prior roles include positions at Bank of America, Barings LLC, and The Vanguard Group, Inc. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary and third-party platforms.

Kimberly Cooley is a Series 66-licensed financial advisor at PNC Wealth Management with three years of industry experience. She previously worked at Edward Jones for four years and held roles at Instacart and Kroger Company before entering the financial services field. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account managed via approved model strategies using mutual funds and ETFs.

Carrie Miller is a financial advisor with Fifth Third Securities, Inc. in Springfield, OH, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Fifth Third Securities since 2012 and with Fifth Third Bank since 2011. Fifth Third Securities, Inc. serves individual and institutional clients through advisory and brokerage channels, offering investment programs via the Passageway Managed Account Platform. The firm provides a range of program types including mutual fund and ETF models, separately managed accounts, and tax-overlay services.

Trent Schuler is a CFP® with 31 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Prior to this, he worked at National Planning Corporation for six years. Outside of finance, he is the CEO and owner of Schuler's Bakery, a family business he has managed for over two decades. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports its network of approximately 423 advisors through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Chad Bentz is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, LLC, and Fedex Freight. Outside of finance, he spent 15 years associated with the Imperial School of Martial Arts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers multiple wrap-fee programs with custodial and trade execution services supported by KeyCorp affiliates.

Kenneth Spicer II is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2004. Outside of his advisory role, he is a musician in a Dayton-based band called The Weekend Effect. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines broker-dealer, investment adviser, and municipal advisor registrations within a large bank affiliate structure.

Stephen Valley is a financial advisor with GWN Securities Inc. in Springfield, OH, holding Series 63 and Series 65 credentials and possessing three years of industry experience. Prior to joining GWN Securities, he worked at Paychex Inc. and Optavise, where he sold supplemental health and life insurance products and currently receives residual income from that role. He is also associated with Schuler Financial Group in a financial services capacity. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm utilizes a combination of affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, while also employing market-timing and momentum-based trading approaches in certain legacy programs.

David Stroud is a financial advisor with LPL Financial in Springfield, Ohio, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Wright State University from 2016 to 2019. In addition to his advisory work, he is a commissioned notary public. 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 broad range of advisory and brokerage services supported by various investment platforms and tools.

Julie Trudo is a financial advisor with Cambridge Investment Research Advisors, holding 12 years of industry experience. She has been affiliated with Cambridge Investment Research, Inc. since 2014 and is also associated with Campbell Financial LLC. Outside of her advisory work, she has served as a Tupperware consultant. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Rebecca Gorby is a financial advisor at Edward Jones in Springfield, OH, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices.

David Foley is a financial advisor with Mass Mutual Investors Services in Springfield, Ohio. He holds a Series 63 license and has 55 years of industry experience. Foley has been with Mass Mutual Investors Services since 1988 and with MassMutual Life Insurance Company since 1978. He is also the owner of Foley Benefits Group, LLC, which provides insurance sales and qualified plan administration services. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Rachel Day is a financial advisor with Edward Jones in Springfield, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kroger for 26 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Tyler Tucker is a financial advisor with Mass Mutual Investors Services based in Springfield, OH. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, Tyler worked at Skylight Financial Group and has a background that includes time at Topgolf and Ohio University. 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 seminars, emphasizing collaborative annual planning relationships.

Zachary Fiely is a financial advisor with Edward Jones in Urbana, Ohio. He holds a Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

James George is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is an independent contractor in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

Zachary Avery is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research and IH Credit Union since 2018 and previously coached basketball at Clark Shawnee Local Schools. In addition to his advisory role, Avery is an independent insurance agent and has ownership involvement in a business entity. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base while offering a range of investment platforms and proprietary model strategies.

Jerome Armstrong is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Benjamin Headlee is a financial advisor at Edward Jones in Urbana, Ohio, with 22 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2011, he worked at LPL Financial, Fifth Third Securities, and Chase Investment Services Corp. He also operates a separate financial business under the name Headlee Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jonathan Hoskins is a CFP®-designated financial advisor with LPL Financial, based in Urbana, Ohio, and has 23 years of industry experience. He has been with LPL Financial since 2011 and concurrently serves at The Citizens Banking Company, where he holds duties in wealth management and trust services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad range of financial services.

Jennifer Capell is a financial advisor with LPL Financial based in Marysville, Ohio. She holds the CFP® designation along with Series 63 and 65 licenses and has nine years of industry experience. Prior to joining LPL, she worked at Avantax Insurance Agency and Avantax Investment Services, as well as Honda Federal Credit Union and Rush Creek Financial. 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 advanced research and operational tools.

Sarah Clemans is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2011. Clemans serves as a committee member for WASSO Springfield. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Todd Boone is a financial advisor with Edward Jones in Springfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He joined Edward Jones in 2017 after a year at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is involved in maintaining rental properties. Edward Jones is a wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets with a large nationwide advisor network and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds.

Brent Harder is a financial advisor with Edward Jones in Urbana, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of finance, he served as president of Harder-Terrill Group Inc., a commercial cleaning business that is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate 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, operating under a fiduciary standard.

Steven Stroud is a financial advisor with LPL Financial in Springfield, OH, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has been with LPL Financial and its predecessor, LINSCO/PRIVATE LEDGER CORP., since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mitchell Stonestreet is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates his own business, Stonestreet Financial. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of advisors, offering a range of portfolio management and retirement services across multiple program structures and custodial relationships.

Kevin Banks is a financial advisor with LPL Financial and holds Series 65 and Series 63 licenses. He has one year of industry experience and has worked at firms including Wright-Patt Credit Union and W & S Brokerage Services. Outside of his advisory role, he is a commissioned notary. 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 participant-level retirement advice through a large network of advisors.

Pamela Campbell is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 license. She has 25 years of experience in the industry, including 15 years with Cambridge Investment Research Advisors. Outside of her advisory role, she operates a children’s boutique and has worked as a substitute teacher. Cambridge Investment Research Advisors serves individual and institutional clients, including 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 access to multiple platforms, third-party advisers, and proprietary model strategies.