Donald House Jr. is a financial advisor with Spectrum Advisors Financial, LLC in Richmond, Indiana, holding a Series 65 credential and 16 years of industry experience. He has worked with Spectrum Advisors Financial since 2009 and SimpliFinancial LLC since 2018. Outside of his advisory work, Mr. House is involved in insurance services through his ownership of Secure Asset Financial Enterprises and SimpliFinancial LLC, and he also offers the sale of gold as a minor business activity. Spectrum Advisors Financial provides financial planning and advisory services to a range of clients including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm delivers written financial plans and periodic reviews while placing client assets with third-party money managers, without accepting discretionary trading authority or custody of client assets.

Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with two years of industry experience. He holds a Series 66 designation and has held prior roles at StoneX Securities Inc, STC Securities and Insurance Training, and several insurance-related positions. Outside of his advisory work, he is involved in aerial photography and videography through a separate contracting business. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and offers multiple proprietary investment models.

Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 40 years of industry experience and has been associated with StoneX Securities Inc since 2015. Moran is involved with the Kiwanis Club of Brookville, serving as a member and director in this local community service organization. Miami Valley Portfolio Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.

Scott Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 45 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc, and has operated Behnken & Associates since 1983. He serves on the development committee of the Dayton Foundation. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.

Kent Behnken is a financial advisor at Miami Valley Portfolio Management Inc with over 40 years of industry experience. He has worked at StoneX Advisors Inc and StoneX Securities Inc since 2014 and has been self-employed since 1984. Outside of his advisory role, Behnken is involved in several business ventures including serving as vice president of Behnken Financial Services and holding investments in a background check company, a children’s book, an art gallery, and water treatment enterprises. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and manages several proprietary investment models.

Gavin Dues is a financial advisor with Harbour Investments, Inc. in Eaton, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Harbour Investments since 2012 and also operates Dues Wealth Management LLC and Dues & Dues Partnership. Outside of his advisory roles, he is an independent insurance agent and is involved with Dues Law, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management options, including model-based solutions through a subscription platform.

Charles Neumaier is a financial advisor at AlphaStar Capital Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2014. In addition to his advisory role, he assists individuals with claims under the Energy Employees Occupational Illness Compensation Program Act, a non-investment related activity he has been involved in since 2004. AlphaStar Capital Management serves a diverse client base including individuals, trusts, small businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm utilizes strategic asset allocation, quantitative analysis, and third-party research, providing both model and custom investment strategies.

Robert Sells is a financial advisor with Edward Jones in New Lebanon, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in the automotive and information services sectors, including roles at Jeff Wyler Springfield Automall and LexisNexis. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Kohn is a financial advisor with LPL Financial in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include seven years at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also associated with First Bank of Richmond, operating a related business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and credit services.

Joshua Stultz is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at 3Rivers Federal Credit Union and CUSO Financial Services LP. In addition to his advisory work, he is a self-employed author. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform accommodating various investment strategies.

Tracy Saunders is a financial advisor with J.P. Morgan Securities in Richmond, Indiana, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Brian Longbons is a financial advisor with LPL Financial in Richmond, Indiana, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he serves as president of Longbons Auctioneering, LLC, which conducts charity auctions. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Robert Gilman is a financial advisor with Edward Jones in Richmond, Indiana, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Edward Jones since 1991. Gilman also owns his Edward Jones office in Richmond. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Christin Miller is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2015. She has 13 years of industry experience. Outside of her advisory role, she is involved with Brookville Bargains, a merchandise sales business in Brookville, Ohio. Cambridge Investment Research Advisors serves a diverse range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using various account platforms and strategies.

Nathan Shoup is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Shoup works part-time as a food truck chef. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

William Mullin is a financial advisor at Edward Jones in Richmond, Indiana, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Mullin coaches boys golf at Hagerstown High School and women's golf at Indiana University East. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors.

Joseph Wesley is a financial advisor with Ameriprise in Richmond, Indiana, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Thurston Springer Advisors, Thurston Springer Financial, Noyes Advisors LLC, and David A. Noyes & Company. Outside of advising, he is a co-owner of Wesley Bates WMS LLC, an entity related to financial expense management. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with research and modeling to produce tailored, non-discretionary advice primarily for assets managed within Ameriprise accounts.

Darrel Cottle is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including seven years at Valued Relationships Inc. Outside of advising, he manages several rental properties in Camden, Ohio. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a large network of financial advisors and branch offices across the United States.

Trent Reichley is a financial advisor with Edward Jones in Richmond, Indiana, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at Pago USA, Doden for Indiana, and various other organizations dating back to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Gary Kozee is a financial advisor with LPL Financial in Centerville, Ohio, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been associated with LPL Financial and LCNB National Bank since 2016. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of investment solutions supported by an in-house research team and a broad platform of advisory and non-advisory products.

Chad Harris is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2010. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Donald Bates Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Thurston Springer Financial, Noyes Advisors LLC, and David A. Noyes & Company. Outside of his advisory role, Bates serves as Senior Pastor and Music Director at Beech Grove Independent Nazarene Church and is Chairman of its Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Howard is a financial advisor with Edward Jones in Eaton, OH, holding a Series 63 designation and 32 years of industry experience. He has worked at Edward Jones since 2000 and is also associated with Westminster Financial Securities, Wright State University, and Day Air Credit Union, all since 1998. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charlie Vinyard is a Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 15 years of industry experience to his role, focusing on helping clients develop personalized financial strategies that align with their short-term, mid-term, and long-term goals. Charlie specializes in areas such as college education planning, personal retirement planning, and portfolio management services. He holds a Bachelor's Degree from Knox College and is licensed with NMLS#1619773. Charlie works closely with clients to understand their unique priorities and provides ongoing advice and guidance, including access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Charlie is involved in his community through participation with the Springboro Wee Panthers Football and Springboro Youth Basketball programs. His personal interests include baseball, basketball, fishing, football, golfing, music, spending time with his family, and watching movies.

Camden Rhoades is a Series 66-licensed financial advisor with LPL Financial, based in Richmond, Indiana, and has one year of industry experience. His prior work history includes roles at GuidePoint Financial, Amazing Angels, Heidelberg University, Arby's, and Hagerstown Jr.-Sr. High School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

Robert Wales III is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2005. Outside of his role at Ameriprise, he is involved with Beyond Wealth Advisors LLC, where he manages an advisory business and provides financial planning and investment advice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Nicholas Gooch is a financial advisor with Edward Jones in Brookville, OH. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Edward Jones in 2025, he worked at Fifth Third Securities and Fifth Third Bank for a combined ten 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 advisory programs and investment solutions, operates under a fiduciary standard, and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

Sydney Dulle is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones, Sydney worked at Investment Distributors, Inc., Protective Life Insurance Company, and Concourse Financial Group Securities Inc. Outside of finance, Sydney has experience working at Aston Oaks Golf Club and Sam’s Club. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment options supported by a nationwide network of advisors and branch offices.

Christopher Slattery is a financial advisor at Edward Jones in Germantown, Ohio, with 14 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 2012. Outside of his advisory role, he is a member of DeSlatt Ventures LLC, which manages residential rental properties. 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, operating under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Evan Trick is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Susan Mullin is a financial advisor at Edward Jones in Richmond, IN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Better Homes and Gardens First Realty Group from 2009 to 2017. 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 with a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Todd Darr is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Eaton, Ohio. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he manages rental properties in Eaton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains affiliated capabilities such as mutual funds and a trust company, supported by a nationwide network of more than 23,700 financial advisors.

Daniel Davis Jr. is a financial advisor with Edward Jones in Richmond, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.