Joshua White is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds a Series 66 designation and has previously worked at Signature Real Estate for five years. Outside of his advisory role, he owns Cornerstone Rental Properties LLC, a real estate business managing a portfolio of rental properties. The Huntington Investment Company, doing business as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model that combines third-party sub-managers and proprietary Private Bank offerings.

John Arbuckle is a financial advisor with Empower Advisory Group in Carroll, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at GWFS Equities, Inc. since 2020 and 14 years at Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. from 2006 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Michael Sohrenssen is a financial advisor with Principal Financial Services in Lancaster, Ohio, holding 33 years of industry experience. He has worked at MLS Financial since 2015 and has been affiliated with Principal Life Insurance Company and Princor Financial Services Corporation since 2000. His outside business activities include offering individual and group health, life, disability, dental, and long-term care insurance products, as well as Medicare Supplements and Advantage plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jean Wing is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has worked at The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models.

Charles Pockras is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of his advisory role, he serves as an adjunct professor at Circleville Bible College. Edward Jones is a full-service wealth management firm that serves 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 23,000 financial advisors.

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.

Joseph Kieffer is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in managing Patty's Dance Center, LLC, a dance instruction business for children. Additionally, he owns FLEX AA, LTD., a retail business offering dancewear and dance shoes. 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 investment recommendations.

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.

Thomas Rose is a financial advisor with Raymond James Financial in Lancaster, Ohio, holding a Series 63 designation and 26 years of industry experience. His background includes roles at People's Bank and LPL Financial. Rose is also associated with People's Investment Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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.

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.

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.

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.

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.

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.

Anthony Spring is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes significant tenures at Questar Asset Management and Securities America Advisors. Outside of advisory roles, he also serves as a notary public. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of financial planning, investment advisory, and brokerage services. The firm employs asset-allocation tools and third-party platforms to create tailored portfolios that incorporate various investment products and management styles.

Nathaniel Wollenberg is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, VOYA Financial Advisors, JCC Insurance Services, and Jones Cochenour & Co. In addition to his advisory role, he is co-owner of a CPA firm and involved in independent insurance brokering. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.