Terry Roberts is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes positions at Bank of America, J.P. Morgan Securities, Fidelity Investments, and the U.S. Army. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

David Baker is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at DHL and Pilot Flying J. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michele Glusich is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She previously worked for Reynoldsburg City Schools for twelve years before joining Edward Jones, where she has been employed since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jinhee Cho is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at The Huntington Investment Company and JPMorgan Securities LLC. Based in Columbus, OH, Cho has been with Thrivent since 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers these services through a network of advisors and allows clients to combine planning with managed-account programs under an integrated billing option called “WealthPlan.”

Joseph Adjei Mensah is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held roles at JPMorgan Chase & Co. from 2015 to 2018 before joining J.P. Morgan Securities in 2018. He holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Brian Caudill is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 credential and 18 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2008 and 2012, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and emphasizes multi-asset strategic asset allocation supported by research and a formal alternative investment program.

Beverly Taite is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked for firms including Huntington Investment Company and PNC Investments. Beverly’s background also includes a two-year period as a family caregiver. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of investment implementation options through multiple platforms and employs both proprietary and third-party model strategies.

Elizabeth Barger is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and having one year of industry experience. She previously worked at Morgan Stanley for a total of 11 years, including a role at Morgan Stanley Services Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools.

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.

Jason Gilbert is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he is a co-owner of a business entity that manages office expenses for a shared workspace. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing non-discretionary, research-based recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with professional oversight and emphasizes investments in affiliated funds as part of its comprehensive advisory, brokerage, and insurance solutions.

Paige Henry is a CFP® with over 31 years of industry experience, currently advising at Raymond James Financial in Columbus, OH. She has been with Raymond James Financial Services since 1999 and the broader Raymond James Financial firm since 2009. Outside of her advisory role, Henry is the president and owner of Riegel Financial CPAs, Inc., an accounting firm specializing in tax preparation and planning. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored advisory services through risk-based reviews and supports small business retirement plans with its SIMPLE IRA Employer Advisory & Consulting Services program.

Bhim Bastola is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and six years of industry experience. He has been with Primerica Advisors since 2019 and has prior experience with KEY REALTORS, LTD and Himal Tax Service LLC. Outside of financial advising, he owns businesses in trucking, interpretation services, and tax preparation. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Olga Strasser is a financial advisor with LPL Financial in Columbus, Ohio, holding the ChFC® designation along with Series 66 and Series 63 licenses. She has 20 years of industry experience, including over a decade at MassMutual Investors Services and MassMutual Life Insurance Company prior to joining LPL Financial. Outside of her advisory role, she is a notary and is involved with several business entities for tax purposes and non-investment related activities. LPL Financial serves a broad client base that includes individuals, retirement plans, and institutional clients, offering financial planning, advisory programs, and brokerage services. The firm provides discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jesus Maldonado is a Series 66-credentialed advisor with Ameriprise in Columbus, OH, and has six years of industry experience. Prior to joining Ameriprise in 2021, he held positions at American Honda Motor Company and Honda North America. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Quentin Cox is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Reynoldsburg, Ohio. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Nicholas Arena is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2011. He previously worked with Independent Financial Partners from 2011 to 2019. Outside of advisory work, he is involved with Arena and Harrison CPA's INC., providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Grant Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop personalized investment strategies. He provides advice on a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to banking and lending services through Bank of America. Grant holds a Bachelor's Degree from The Ohio State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and their families to create strategies aligned with their financial objectives.

Nathaniel Whitaker is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Principal Funds Distributor, WisdomTree Asset Management, Foreside Fund Services, and Nationwide Investment Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Todd Gourno is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 19 years of industry experience. He currently works at Cetera and Three Creeks Capital Management, LLC, which he owns. Outside of advising, he owns a real estate business that purchases commercial buildings for business purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, with access to affiliated and third-party managers and over $256 billion in assets under management.

Charles Minneci is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for three years. His background also includes roles in education and retail. 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 and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment options.