Randy Holloway is a CFP®-designated financial advisor with Edward Jones in Pickerington, OH, where he has worked for 17 years. He holds a Series 66 license and has spent his entire advisory career at Edward Jones. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Gideon Hall is a financial advisor with LPL Financial in Circleville, OH, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Edward Jones and Pruco Securities, LLC. Outside of finance, he owns Pickaway Area Shooting and Self Defense Services, providing self-defense training. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Collins is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Danielle Holmes is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corp and H.Beck, Inc. In addition to her advisory role, she serves as Vice President of Holmes Management LLC, an insurance and economic research agency that supports financial services activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a variety of asset classes.

Amy Hammer Huber is a financial advisor with Ameriprise in Independence, Ohio, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Malone III is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he served 16 years in the United States Army. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Dave Christensen is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 66 licenses. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Dane Robinson is a financial advisor with Ameriprise in Grove City, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at The Huntington Investment Company, PNC Investments, and J.P. Morgan Securities. 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 annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Austin Griffith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked for The Huntington Investment Company and The Huntington National Bank. Outside of finance, he has experience managing equine-related businesses. 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 recommendations and ongoing planning focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Tek Dangal is a Series 66-licensed financial advisor with J.P. Morgan Securities and has four years of industry experience. He previously worked at UBS Financial Services and has held roles in home care and refugee community organizations. 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 an ESG eligibility framework to support customized investment solutions.

Christopher Gourley is a financial advisor with Edward Jones in Grove City, OH. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, all with Edward Jones since 2013. Outside his advisory role, he is a member of CGBM LLC, a property management business focused on commercial rental properties in Tifton, GA. 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 advisors, offering a range of investment strategies and affiliated financial services.

James Klausman Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles within J.P. Morgan Chase and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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.

Michael Purdon is a financial advisor with Osaic who holds a Series 66 designation and has less than one year of industry experience. Prior to joining Osaic, he worked at PMI Advisors and FedEx. Outside of financial services, he has been involved with New Life Baptist Church and operated Purdon Power Washing LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios that may include various investment types on a discretionary or non-discretionary basis.

Tessa Mack is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. 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 strategies supported by a large network of financial advisors and branch offices.

Derek Farnlacher is a Series 66-licensed financial advisor with eight years of industry experience, currently with UBS Financial Services. His prior roles include positions at JPMorgan Securities, Morgan Stanley, and Fairway Independent Mortgage Corporation. Outside of finance, he has experience with Vista Community Church and Muirfield Village Golf Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Brian Wolfe is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Merrill, J.P. Morgan Securities, Bank of America, and Nationwide Securities. Outside of his advisory work, Wolfe is the owner and operator of Wolfeman's Plantz & Jamz, a local farmers market in Circleville, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across various asset classes.

David Neff is a financial advisor at Raymond James Financial in Grove City, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its related entities since 2005. 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, corporations, and institutional customers. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Glen Holmes is a financial advisor at OSAIC with 40 years of industry experience and holds a Series 63 designation. His prior roles include positions at FSC Securities Corp and H.Beck, Inc., and he has managed Holmes & Welsheimer LLC and Holmes Management LLC for nearly two decades. Outside of advising, Holmes manages an insurance agency and owns a 50% interest in a houseboat listed on Airbnb and VRBO. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple investment types.

Diane Hill is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.