Dirk Miller is a financial advisor with PNC Wealth Management in Heath, Ohio, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and emphasizes mutual funds and ETFs with annual rebalancing.

Brett Warrick is a financial advisor with Fifth Third Securities, Inc. based in Newark, Ohio. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at Huntington National Bank, Bankers Life Securities, and experience with Ohio state organizations. Outside of his advisory work, he participates as a co-angler in professional bass fishing. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages assets for a broad client base using third-party portfolio managers and a range of investment strategies.

Aryanna Miray is a financial advisor at Empower Advisory Group in Newark, Ohio. She holds the Series 66 designation and began her career in the financial services industry in 2026. Prior to joining Empower Advisory Group, she gained experience at Discover Financial Services and various other companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Franklin Collins is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Aspen Energy, JPMorgan Chase Bank, and Reliant Capital Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers integrated services that include point-in-time financial plans and optional managed account solutions, operating within plan lineups selected by plan sponsors.

Joshua Jaffe is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise Financial Services LLC and J.P. Morgan Securities, among others. Outside of his advisory work, he is the managing member of 3J&E, LLC, a business involved in property management and general oversight. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Shad Tyson is a Series 66-licensed financial advisor with The Huntington Investment Company in Newark, OH, with 23 years of industry experience. He has been with The Huntington Investment Company since 2002 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, using an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies.

Stacy Lynn Schindler is a financial advisor at Fifth Third Securities, Inc. in Newark, Ohio, holding a Series 66 credential with eight years of industry experience. Her prior roles include positions at Edward Jones, Piphany, Plexus Worldwide, and Thirty-One Gifts. She is currently affiliated with both Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

John Elgin is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ameriprise and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in managing business entities including JENZ, LLC. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.

Kevin Cox is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as secretary and board member of Local Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Ritia Brown is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. She previously worked at MetLife Securities for 13 years prior to joining her current firm. Brown serves on the board of Lifewise, an organization focused on Bible education in public schools, and is a committee member on the True Core Supervisory Board, a federal credit union. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

Joseph Johnson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he has ownership interests in a nutrition company and serves as president of a real estate LLC. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Edward Lowry Jr. is a financial advisor at Edward Jones with one year of industry experience and a Series 66 designation. Prior to joining Edward Jones, he was involved in various entrepreneurial ventures, including owning Magic Mobile LLC, a mobile phone repair and resale business, and Scratch Terminator LLC, which provides mobile car detailing services. He has also worked as a repair technician at Screenshot Repair. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Aaron Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks, AmSpirit Business Connection, and Questar Capital Corporation. Reed is also involved with the Reed Family Irrevocable Trust and operates Retirement Blueprints, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Shawn Whitt is a financial advisor with Edward Jones in Pataskala, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Whitt is involved as an independent sales contractor for Off the Sidelines, LLC, an advertising sales business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and services supported by a large network of financial advisors and branch offices nationwide.

Edward Lowry is a financial advisor with Edward Jones, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as vice president or director of several companies, including BSI Industries Inc, Energrand Inc, and RentalTown.com Inc. 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, supported by a large nationwide network of advisors and branch offices.

Erica Dunn is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, U.S. Bank, and FSC Securities Corporation. Outside of her advisory work, Dunn owns Closing Time Notary Services LLC, providing notary services to the public. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs tailored, non-discretionary strategies using risk profiling and analytical modeling, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Gibbs is a financial advisor at Edward Jones in Granville, OH, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a co-owner of a rental property in Newark, OH. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Hull is a Series 66 licensed financial advisor with Ameriprise in Granville, OH, holding five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Jeld-Wen and was employed at The College of Wooster and Mount Vernon YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Bart Weiler is a CFP®-credentialed financial advisor with 26 years of industry experience. He has been with LPL Financial since 2004. Based in Pataskala, OH, Weiler operates businesses related to his LPL practice under the names Weiler Financial Inc. and Weiler Financial Services. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary investment strategies.

Mitchell Cox is a financial advisor at Edward Jones in Newark, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Outside of his advisory role, he is a co-founder of two startups, Bucket Brothers LLC and Shower90 LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages a diverse range of investment strategies through a nationwide network of advisors and offers affiliated mutual funds, a proprietary money market fund, and fiduciary advisory services.