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| | | Name | Title | Organization | Location | Info | Verified |  Accuracy |
| | | | Financial Planner | | Troy, OH | | 01/15/10 | 100% |
| | | | Financial Planner | | Centerville, OH | | 10/12/09 | 96% |
| | | | Chief Executive Officer | | Vandalia, OH | | 08/24/09 | 93% |
| | | | President, Chief Executive Officer | | Xenia, OH | | 03/30/09 | 75% |
| | | | Chief Investment Officer | | Dayton, OH | | 04/01/09 | 75% |
| | | | Managing Partner | | Dayton, OH | | 03/18/09 | 75% |
| | | | Vice President, Portfolio Management | | Dayton, OH | | 04/01/09 | 75% |
| | | | Client Services Manager | | Dayton, OH | | 04/01/09 | 75% |
| | | | Mutual Funds Manager | | Dayton, OH | | 03/30/09 | 75% |
| | | | Director of Research | | Dayton, OH | | 03/28/09 | 75% |
| | | | Senior Vice President and Portfolio Manager | | Xenia, OH | | 03/26/09 | 75% |
| | | | Senior Vice President | | Xenia, OH | | 03/30/09 | 75% |
| | | | Portfolio Manager | | Xenia, OH | | 03/30/09 | 75% |
| | | | Portfolio Manager | | Xenia, OH | | 03/15/09 | 75% |
| | | | Marketing Assistant | | Xenia, OH | | 03/15/09 | 75% |
| | | | Vice President, Wealth Management | | Dayton, OH | | 04/01/09 | 75% |
| | | | Accounting and Operations Assistant | | Dayton, OH | | 03/30/09 | 75% |
| | | | Client Service Administrative Assistant | | Dayton, OH | | 04/01/09 | 75% |
| | | | President and Principal | | Miamisburg, OH | | 03/28/09 | 75% |
| | | | Administrative Assistant | | Miamisburg, OH | | 03/28/09 | 75% |
| | | | Client Operations Manager | | Dayton, OH | | 02/11/09 | 74% |
| | | | Director of Sales | | Dayton, OH | | 03/03/09 | 74% |
| | | | Chief Executive Officer | | Xenia, OH | | 02/27/09 | 74% |
| | | | President | | Xenia, OH | | 02/27/09 | 74% |
| | | | Chief Executive Officer | | Miamisburg, OH | | 02/24/09 | 74% |
| | | | Operations Manager | | Dayton, OH | | 02/27/09 | 74% |
| | | | Client Services Associate | | Dayton, OH | | 02/27/09 | 74% |
| | | | LPL Wealth Advisor | | Dayton, OH | | 02/27/09 | 74% |
| | | | Manager of the Operations Department | | Dayton, OH | | 01/19/09 | 72% |
| | | | Administrative Assistant and E. Katz | | Dayton, OH | | 02/02/09 | 72% |
| | | | Chief Investment Officer, Portfolio Manager | | Dayton, OH | | 01/09/09 | 71% |
| | | | Chief Executive Officer | | Lake Worth, FL | | 12/23/08 | 71% |
| | | | Mortgage Consultant | | Dayton, OH | | 11/16/08 | 69% |
| | | | Operations Associate | | Dayton, OH | | 11/16/08 | 69% |
| | | | Vice President | | Dayton, OH | | 12/25/09 | 69% |
| | | | Customer Service Representative, Operations | | Dayton, OH | | 10/11/08 | 68% |
| | | | Customer Service Representative, Operations | | Dayton, OH | | 10/11/08 | 68% |
| | | | Director, Operations | | Dayton, OH | | 10/11/08 | 68% |
| | | | Chief Compliance Officer | | Dayton, OH | | 10/11/08 | 68% |
| | | | Administrative Assistant and S. Katz | | Dayton, OH | | 10/11/08 | 68% |
| | | | Executive Director | | Springfield, OH | | 11/02/08 | 68% |
| | | | Administrative Assistant | | Springfield, OH | | 11/02/08 | 68% |
| | | | Accountant | | Springfield, OH | | 11/02/08 | 68% |
| | | | President and Director | | Dayton, OH | | 10/11/08 | 68% |
| | | | Chief Financial Officer | | Springfield, OH | | 11/02/08 | 68% |
| | | | Chief Executive Officer | | West Palm Beach, FL | | 10/06/08 | 66% |
| | | | Vice President, Corporate Affairs | | West Palm Beach, FL | | 10/06/08 | 66% |
| | | | President | | West Palm Beach, FL | | 10/06/08 | 66% |
| | | | Operations Manager | | West Palm Beach, FL | | 10/06/08 | 66% |
| | | | President, Dean Financial, Services | | Dayton, OH | | 09/12/08 | 66% |
