Douglas Stutz is a financial advisor with Edward Jones in Newark, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and maintains several rental properties and office spaces. 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 strategies supported by a large network of financial advisors and branch offices across the United States.

Tyler Dunlap is a Series 66 credentialed financial advisor with six years of industry experience. He has been with Edward Jones since 2019, following a four-year tenure at Genesis Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a network of more than 23,700 advisors nationwide.

James Barton is a financial advisor at OSAIC with 37 years of industry experience. He has previously worked at FSC Securities Corp and has operated his own firm, Jim Barton & Associates, since 1986. Barton serves as president of the Sugar Loaf Foundation, which manages the beautification and safety of a local park in Granville, Ohio. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios across multiple asset classes, with options for discretionary or non-discretionary management.

David March is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. His prior work includes roles at Nationwide Securities LLC and J.P. Morgan Chase & Co. He holds Series 63 and Series 66 designations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Mariah Gibbs is a financial advisor at Edward Jones in Granville, Ohio, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Edward Jones, she worked for Granville Exempted Schools for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tabitha Hahn is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2016, she worked at McDonald's Corporation for 22 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 investment strategies and affiliated products, operates under a fiduciary standard, and reported approximately $1.01 trillion in assets under management.

Adam Conway is a financial advisor with Cambridge Investment Research Advisors in Newark, Ohio, holding a Series 63 designation and 22 years of industry experience. He has been with Cambridge Investment Research and its affiliate since 2005. Outside of his advisory work, he owns and hosts The Pharmacist Podcast and is an author. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides a range of portfolio management options and proprietary and third-party strategies tailored to client objectives.

Keri Holton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining LPL Financial in 2022, she worked for Lincoln Financial Advisors for 15 years and has been involved with United Planners Financial Services and TCP Asset Management since 2018. She also operates Holton Financial Advisors as a DBA related to her work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Lori Howe is a financial advisor with Mass Mutual Investors Services and holds over 21 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities and MetLife Financial Services since 2005. Outside of her advisory role, she is involved in retail sales through independent ventures, including selling beauty products and handmade crafts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and asset management services using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Kevin Mc Crorie is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple financial institutions including JPMorgan Chase Bank, Huntington National Bank, Lower.com, and PNC Bank. J.P. Morgan Securities 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.

Amanda Johnson is a Series 66 licensed financial advisor with Edward Jones in Granville, OH, where she has worked since 2019. She has six years of industry experience, including prior roles at Insulet and Orthofix. Amanda and her husband Joe co-own their Edward Jones office. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Amanda Moerch is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise from 2020 to 2023 and in the automotive industry prior to that. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called "WealthPlan."

Ashley Hamann is a financial advisor at Edward Jones with six years of industry experience. She has held prior roles outside finance, including positions at Mount Carmel East and Dyer Mantonya Chiropractor. Hamann holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

John Morris is a financial advisor with Ameriprise Financial Services in Newark, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Matthew Hatfield is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jeff Bonhomme is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, Amazon.com Inc, and PNC Investments LLC. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Allison Dawson is a financial advisor with Edward Jones in Newark, Ohio, holding a Series 66 designation and 11 years at the firm. She has seven years of industry experience and previously worked at the University of Phoenix for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate 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.

Heather Henkaline is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. She has previously worked at Raymond James Financial Services Inc., MBO Professional Services, Inc., and L Brands, Bath & Body Works. Outside of her advisory role, she is an associate at The Granville Investment Group, LLC, where she is involved in financial advising and wealth planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and investment consulting supported by analytical tools to guide client decisions and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Franklin Giovannelli is a Series 66 credentialed financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Securities LLC from 2016 to 2022. Outside of his financial advisory role, Giovannelli serves as a council member for the village of Hebron, OH, and is involved in repairing and restoring video games through two retail operations consolidated under an LLC he is establishing. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities beyond advisory services, including a trust company and securities-based lending.

William Lamar is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2000. 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 brokerage and investment management capabilities.