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Randy H
CFP®, Series 66
Pickerington, OH
Edward Jones
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.
Ritia B
Series 63
Heath, OH
Mass Mutual Investors Services
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 J
Series 66
Granville, OH
Edward Jones
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 L
Series 66
Heath, OH
Edward Jones
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.
Aaron R
Series 66
Newark, OH
LPL Financial
Aaron Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks, AmSpirit Business Connection, and Questar Capital Corporation. Reed is also involved with the Reed Family Irrevocable Trust and operates Retirement Blueprints, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Shawn W
Series 66
Pataskala, OH
Edward Jones
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 L
Series 63
Heath, OH
Edward Jones
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 D
Series 63, Series 66
Gransville, OH
Raymond James Financial
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.
Adam G
Series 66
Granville, OH
Edward Jones
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 H
Series 66
Granville, OH
Ameriprise
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.
Bart W
CFP®, Series 63
Pataskala, OH
LPL Financial
Bart Weiler is a CFP®-credentialed financial advisor with 26 years of industry experience. He has been with LPL Financial since 2004. Based in Pataskala, OH, Weiler operates businesses related to his LPL practice under the names Weiler Financial Inc. and Weiler Financial Services. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary investment strategies.
Mitchell C
Series 66
Newark, OH
Edward Jones
Mitchell Cox is a financial advisor at Edward Jones in Newark, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Outside of his advisory role, he is a co-founder of two startups, Bucket Brothers LLC and Shower90 LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages a diverse range of investment strategies through a nationwide network of advisors and offers affiliated mutual funds, a proprietary money market fund, and fiduciary advisory services.
Adam P
Series 63, Series 65
Granville, OH
Raymond James Financial
Adam Ponton is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Raymond James since 2016. Ponton also serves as president of Ponton Professional Services, LLC, a support entity related to his insurance business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting a broad advisor network and specialized municipal and public finance services.
Ryan M
Series 63, Series 65
Granville, OH
Raymond James Financial
Ryan Mills is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. His prior work includes roles at The Granville Investment Group, Inc. Mills serves on the Finance and Investment Committee of the Licking County Foundation, where he reviews the investment portfolio and policy statements. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary planning tailored to client goals through analytical tools and supports municipal and public-finance work, alongside specialized advisory programs.
Michael C
Series 66
Newark, OH
Edward Jones
Michael Chiacchira is a financial advisor at Edward Jones with 20 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over 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.
Austin G
Series 63, Series 65
Carroll, OH
Ameriprise
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.
Cierra H
Series 66
Granville, OH
Ameriprise
Cierra Hershey is a financial advisor with Ameriprise in Granville, Ohio, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Farmers National Bank, Northwestern Mutual, TJ Maxx, and Northwestern Local Schools. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Gregory L
Series 66
Newark, OH
LPL Financial
Gregory Large is a financial advisor with LPL Financial based in Newark, Ohio, holding a Series 66 license and 26 years of industry experience. He has previously worked at Vantage Financial Group, CETERA Advisor Networks, and NBC Securities. Outside of his advisory role, he is involved with Retirement Blueprints LLC, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, employing various portfolio management strategies and technology tools to support client solutions.
Tek D
Series 66
Pickerington, OH
J.P. Morgan Securities
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.
Douglas S
Series 63
Newark, OH
Edward Jones
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.
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