Mark Huber is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 63 credential and 34 years of industry experience. He has been with Edward Jones since 1991. Outside of financial services, he is a part owner of a Standardbred trotter horse involved in selecting stakes races. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Cynthia Davis is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2023, she worked at Merrill for 21 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Ryan Monge is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Morgan Stanley and JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Brian Titus is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds Series 63 and Series 66 designations. Outside his advisory role, he is involved in business ownership through GNG at Valpo LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Zachary Stevens is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Charles Schwab. He is currently based in Columbus, OH. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of investment products and maintaining regulatory registrations uncommon among large institutional peers.

Justin Gibbs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role since 2017, he partners with clients to develop efficient financial plans aimed at providing peace of mind. As a Certified Financial Planner, Justin employs a holistic approach to evaluating opportunities and risks. Justin's experience at Fidelity Investments spans several years, beginning as a Financial Consultant before advancing to his current leadership position. His professional focus includes financial planning and client partnership. Outside of his professional work, Justin has interests in music, outdoor adventures, parenthood, pets, running, and snowboarding.

Adam Ferne is a financial advisor with Thrivent Investment Management in Worthington, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Robert Turner II is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at PNC Investments for six years before joining Wells Fargo Advisors in 2019. He is also involved in life, long-term care, and disability insurance sales and marketing through an affiliation with Crump Life Insurance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations, with planning services available through discrete engagements and optional implementation.

Patrick Mc Hale is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Ameriprise Financial Services, Uber, and Diamond Hill Capital Management. 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 under management, offering a broad range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Joseph Panfil is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Noah St John is a financial advisor with Thrivent Investment Management in Worthington, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Texas Roadhouse, Lifetime, Walmart, and Southern New Hampshire University. Outside of his advisory work, he operates a sole proprietorship reselling collectibles such as Legos, bobbleheads, and cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to integrate planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management services.

Ryan Johnson is a Series 66-registered financial advisor with Equitable Advisors in Columbus, OH, bringing 18 years of industry experience. He previously worked with 4 Real Estate for eight years and was affiliated with AXA Advisors, LLC for twelve years. Outside of his advisory role, he serves as a board member of the Scioto Run Neighborhood Association in Hilliard, OH. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Brian Stevenson is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, employing research and analytics grounded in diversification and modern portfolio theory.

Karen Cookston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise and its predecessor entities since 1987. Outside of her advisory role, Cookston serves on multiple nonprofit boards in the Columbus and Buckeye Lake, Ohio areas, including Life Care Alliance and the Buckeye Lake Regional Foundation. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

Douglas Riffle Jr. is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Gregory Miller is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wachovia Securities Financial Network, LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Sharon Wei is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing comprehensive wealth management strategies tailored to entrepreneurs, real estate investors, executives, and families with assets exceeding $5 million. Her approach, Simplify to Multiply™, focuses on integrating investment strategies with tax efficiency, business transitions, liquidity planning, and estate planning to address the complexities of significant wealth. Sharon's expertise encompasses family wealth management, legacy planning, liquidity management, tax minimization, and retirement income planning. Before joining Merrill Lynch, Sharon built and scaled her own business and served as a consultant at Accenture, advising Fortune 500 companies. Her academic background includes a Master of Business Administration from Bowling Green State University, as well as certifications from Northwestern and Yale universities. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Sharon actively participates in professional organizations such as the Asian American Commerce Group, National Association of Women Business Owners, Ohio Business Broker Association, and Powell Chamber of Commerce. She also contributes to community initiatives including Better Money Habits and the National Association of Women Business Owners. Fluent in Chinese, Mandarin, and English, Sharon integrates her experience as a businessbuilder and strategist to assist clients in making critical financial decisions.

Vincent Eckel is a Series 66-credentialed financial advisor with 18 years of industry experience, currently serving at Equitable Advisors since 2008. He previously worked with AXA Advisors, LLC for 12 years. Outside of his advisory role, he services existing clients through an insurance relationship with Allstate Health. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models and third-party asset management programs, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Eric Shearer is a CFP® with 23 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Vorisek Financial Corporation for 19 years and held roles at FSC Securities Corporation, Chase Investment Services Corp., and PRUCO Securities, LLC. He is also VP and Director of Financial Planning at Vorisek Financial Corporation. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary and advisor-managed strategies.

Nicholas Loprire is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Insight2Profit, Sarnova, and Cardinal Health Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.