Parker Brady is a financial advisor with Edward Jones in Logan, OH, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served in the United States Army from 2022 to 2025 and has experience in various roles including positions at The Savings Bank and Fairfield County Utilities. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

Lauren Mc Donald is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she was affiliated with Ohio Christian University and the Ohio Poultry Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Denise Mathias is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Nathaniel Wollenberg is a Series 66 credentialed financial advisor with 17 years of industry experience, currently with Ameriprise Financial Services LLC since 2021. His prior experience includes roles at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, LLC, and Jones Cochenour & Co. He is a co-owner of a CPA firm and manages an independent insurance brokering business, in addition to owning a separate business entity related to his advisory practice. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored recommendations and ongoing planning focused on retirement income sources and tax-aware withdrawal strategies.

Adam Custer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves on the Permanent Endowment Committee of the First United Methodist Church. 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 solutions supported by a large network of financial advisors and branch offices.

Russell Jurecki is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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, supported by a nationwide network of more than 23,700 financial advisors.

Aaron Black is a CFP® and ChFC® with 12 years of industry experience. He is currently an advisor at Edward Jones, where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers various discretionary and non-discretionary investment strategies, affiliated mutual funds, and additional services including trust and securities-based lending, operating under a fiduciary standard.

Chad Disbennett is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He has prior experience at Royal Alliance and has operated Disbennett Wealth Management Group since 2008. Outside of advisory work, he is also an independent insurance agent and serves as a high school track coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party model strategies with discretionary and non-discretionary implementation options.

Cynthia Moyer is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2007. 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, distribution, and investment management capabilities.

Shannon Young Frey is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Cass Information Systems from 2015 to 2019 and at Signode Industrial Group from 2009 to 2024. She holds a Series 66 designation. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Zang is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Ameriprise, he worked at Edward Jones for six years. Outside of his advisory role, he works as a substitute bus driver for Upper Arlington Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm's approach includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cody Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Buildings and Builders Company and 5th Ave Lumber Company/Strait and Lamp Group. He was formerly involved in several entrepreneurial ventures, including ownership of a digital entertainment business and a branded apparel company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as its affiliated investment capabilities.

Timothy Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. 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 network of financial advisors and branch offices.

Angela Hill is a financial advisor at Edward Jones in Lancaster, Ohio, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she spent seven years at Fairfield Medical Center. 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 large network of financial advisors and branch offices nationwide.

Kristina Blevins is a financial advisor with Edward Jones in Lancaster, OH, holding a Series 66 designation and has two years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory work, she teaches a weekly yoga class. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Joshua White is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at Signature Real Estate and Huntington National Bank. Outside of his advisory role, he owns a small real estate business managing a rental property portfolio. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jeremiah Vires is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Willscot, ActionCOACH Central Ohio, LexisNexis, RevLocal, ITW Food Equipment Group, and Arlt & Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Keith Lewis is a financial advisor at Ameriprise Financial Services LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory work, Lewis serves as treasurer of the Hilliard Chamber of Commerce and is involved with the Hollyfest Scholarship Foundation as a CPA and trustee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service. This service provides detailed retirement planning reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Brian Long is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including VOYA Financial Advisors and Cetera Advisor Networks. Outside of his advisory role, Long serves as vice president of Fairhope Hospice and is a member of the Fairfield County Revolving Loan Fund Committee. He also manages an accounting firm and is involved in insurance brokering. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured process supported by a centralized consulting team.

James Lewis is a financial advisor with Stifel in Lancaster, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with a focus on episodic, fee-based financial planning.