Jordan Knight is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015, following a three-year tenure at ZEIDERS Enterprises. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Andrew Wasserstrom is a financial advisor at Edward Jones in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent over two decades with Advance Sign Group, where he remains a minority owner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Matthew Besier is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at e-Cycle LLC 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 and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Lawrence Ansehl is a Private Wealth Manager with Merrill Private Wealth Management. In his role, he develops personalized financial strategies tailored to individual goals, focusing on family wealth management, liquidity management, managing new wealth, and portfolio management services. He leverages Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Lawrence holds a Bachelor's degree from Washington University in Saint Louis and an MBA from the University of Notre Dame. He carries the Professional Investment Advisor (PIA) designation. Committed to community engagement, he participates in local volunteer organizations. Outside of work, Lawrence enjoys chess, football, pickleball, traveling, and spending time with his family.

Kimberly Troutner is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves as president of her condominium association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans.

Jesse Etter Jr. is a financial advisor with LPL Financial in Reynoldsburg, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is a notary public and has engaged in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brett Coffing is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Edward Jones since 2004. 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 strategies, supported by a large national network of financial advisors and branch offices.

Devin Erickson is a CFP® with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Columbus, OH. His prior work includes roles at Bellhop, LPL Financial, and involvement with GO Kickball. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Leon Leither is a CFP® professional with 26 years of industry experience. He has been the sole advisor at Leither's Financial Planning, Inc. since 1991. Leither's Financial Planning, Inc. is an independent, single-advisor firm serving a small group of high-net-worth clients with individualized financial planning and portfolio management services. The firm maintains a very concentrated client roster and does not manage custodial assets, distinguishing its business model from many independent advisors.

Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he manages a property management business under RFG Properties, LLC. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management with a focus on a concentrated advisor-to-client relationship within a small client base.

Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory work, Haddaway is involved in insurance sales, focusing on traditional life, disability, and long-term care insurance through his sole proprietorship and affiliations. World Choice Securities, Inc. serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and access to third-party and sub-advisory solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and employs a range of strategies, including discretionary and non-discretionary account management.