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John E

Series 66

Newark, OH

Steward Partners Investment Advisory, LLC

John Elgin is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ameriprise and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in managing business entities including JENZ, LLC. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Kevin C

CFP®, Series 66

Newark, OH

Edward Jones

Kevin Cox is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as secretary and board member of Local Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ritia B

Series 63

Heath, OH

Mass Mutual Investors Services

Ritia Brown is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. She previously worked at MetLife Securities for 13 years prior to joining her current firm. Brown serves on the board of Lifewise, an organization focused on Bible education in public schools, and is a committee member on the True Core Supervisory Board, a federal credit union. MassMutual 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 offers a range of programs including wrap and money-manager solutions and conducts educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Aaron R

Series 66

Newark, OH

LPL Financial

Aaron Reed is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Advisor Networks and AmSpirit Business Connection. He has owned and managed Reed Family Irrevocable Rust since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and a variety of investment management options.

College savings (529s, UTMA, etc.)
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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.

Business ownership considerations Business succession planning Multi-generational wealth transfer Family Business Founder/Business Owner Intergenerational Families
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Franklin G

Series 63

New Albany, OH

Edward Jones

Franklin Giovannelli is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 designation. Based in New Albany, OH, he operates within one of the largest networks of financial advisors in the country. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Retirement income strategy ESG / Sustainable investing Wealth management Business ownership considerations Founder/Business Owner
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bart W

CFP®, Series 63

Pataskala, OH

LPL Financial

Bart Weiler is a CFP® certified financial advisor with 26 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Mark M

Series 63

Johnstown, OH

LPL Financial

Mark Mc Kimmins is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has previously worked with Grove Point Advisors, LLC and Grove Point Investments, LLC, and has been affiliated with Legend Financial Services for over two decades. Outside of his advisory roles, he is involved with McKimmins' Farm, an ongoing agricultural venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory L

Series 66

Newark, OH

LPL Financial

Gregory Large is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has previously worked with Vantage Financial Group, CETERA Advisor Networks, and NBC Securities. Outside of his advisory role, he is involved with Retirement Blueprints LLC, a firm focused on selling non-variable insurance products. LPL Financial serves individual clients, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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