Brad Farnsworth is a financial advisor with ValMark Advisers, Inc. in Newark, Ohio, holding 18 years of industry experience. He has been with ValMark Advisers since 2009 and also serves as Vice President and Office Manager of Farnsworth Financial Services, Inc. Outside of his advisory roles, he is a volunteer board member for the U.S. Selective Service in Licking County. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, separate-account managers, and third-party programs, with oversight from an investment committee.

Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.

Dirk Miller is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held positions at PNC Investments since 2009 and previously worked at Natcity Investments, Inc. from 2000 to 2009. Miller holds the Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

William Weimer is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and 38 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and LPL Financial. He operates W. B. Weimer Custom Investment Strategies, a DBA focused on investment advisory services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with 379 advisors and approximately $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Michael Kays is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Valic Financial Advisors. Outside of his advisory role, he serves as an assistant varsity girls soccer coach for Northern Local School District. Lincoln Investment Planning, LLC is an enterprise-level investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers a range of financial planning and portfolio management services.

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.

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.

Michael Houser is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Park National Bank and held positions with the City of Newark and Ross Granville Market. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ritia Brown is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. She holds a Series 63 designation and has worked at MML Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities from 2004 to 2017. Brown serves as a board member for Lifewise, a program focused on Bible education in public schools, and is a committee member overseeing financial reporting for True Core Supervisory Board, a federal credit union. Mass Mutual 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 structures planning engagements as ongoing collaborations, using firm-approved software for goal analysis and delivering written recommendations.

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.

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.

Jennifer Deck is a CFP® and holds a Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2018. Prior to that, she worked at Lansing Trade Group and Interstate Commodities Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

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.