Edward Painvin is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Ameriprise since 2022 and previously was with Tembo Wealth Management, LLC and the Ohio Public Employees Retirement System. He serves as President of the Estates at Olde Orchard Farms HOA and Treasurer of the NIHA Board. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering written recommendations that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary retirement income plans.

Justin Burkhart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked with J.P. Morgan Securities LLC since 2015, including a one-year period at J.P. Morgan Chase Bank LLC. J.P. Morgan Securities LLC 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 in its investment recommendations.

Aaron Phillips is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked in various roles across multiple industries. He is also involved with the Somali Education and Resource Center and is the owner and author of Aaron's Artisan Articles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities, using a model-driven investment approach with access to third-party asset managers and financial planning resources.

Michael Mc Ginnis is a financial advisor at Edward Jones in Gahanna, OH, with eight years of industry experience. He holds the Series 66 designation and previously worked at American Municipal Power. He has been with Edward Jones since 2017. 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, operating under a fiduciary standard.

Raquel Quinn is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving Jpmorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by in-house due diligence and an ESG eligibility process.

Christopher Bradley is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 27 years of industry experience, with prior roles at LPL Financial, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. since 2004. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved tools.

Jonathan Young is a Financial Advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Young serves on the investment committee of the Columbus Jewish Foundation and acts as a trustee for multiple trusts. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but generally does not provide individual security recommendations as part of standalone plans.

Danielle Nichols is a financial advisor at Morgan Stanley in Columbus, Ohio, with three years of industry experience. She holds a Series 66 designation and previously worked for First Federal Savings and Loan Association of Newark for 12 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Nathan Adams is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and previously worked in management roles at State Farm and owned the Tony Adams Insurance Agency. Outside of advising, Adams serves as a board member for Licking County Crime Stoppers and coaches 7th grade basketball locally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Josh Dannemiller is a Financial Consultant currently working at Fidelity since 2022. He collaborates with individuals and families to design and implement financial plans aimed at meeting their financial goals. Prior to this role, he served as a Financial Advisor at Merrill Lynch from 2020 to 2022 and worked as a Product Specialist at Huntington Financial Advisors from 2017 to 2020. His professional experience spans various facets of financial advising and product specialization. Outside of his professional career, Josh enjoys spending time with friends, attending social events, watching movies, engaging in outdoor adventures, parenthood, reading, and traveling.

Richard Wynn is a financial advisor with Primerica Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs an operational model centered on tiered wrap fees and independent due diligence.

William Morrison is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work history includes positions at AmeriTrust Insurance and Crate & Barrel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Casey Hendrickson is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2026, he worked for Carillon Tower Advisers, Inc. and Carillon Fund Distributors, Inc. for eight years, and has additional experience at Smith & Nephew. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies along with risk management tactics including derivatives and short sales.

David Scott is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previous work history at LGS Staffing, American Income Life, and Vertiv Co. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Tyler Ross is a financial advisor with LPL Financial in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at KeyBank, Fifth Third Bank, and Telhio Credit Union. Outside of his advisory work, he owns Tyler's Collectible Group, LLC, a business focused on buying and selling cards and collectibles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Charles Gocken is a financial advisor with Raymond James & Associates in Bexley, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked for the State of Ohio from 2015 to 2017. Outside of his advisory role, he is a partner in Tennis Ltd, a business he co-owns with his wife. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and a range of portfolio management options.

Mitchell E. Lothes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2016 and is also associated with TLKUK LLC since 2022. In addition to his advisory role, he is a partner and consultant on the financial operations of Liberty Ophthalmology and a partner in Visus Clarus, Lucrum Certum, both non-investment-related business ventures. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Simpson is a financial advisor with Morgan Stanley in New Albany, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019 and previously spent 12 years at UBS Financial Services. Outside of advisory work, he is involved in property management and maintenance through several real estate-related business activities. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lubin Chamie Townsend is a CFP®-credentialed financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Cambridge in 2024. Townsend is also an author, educator, podcast host, and speaker. Additionally, he serves as a board member of The Cutting Board Academy, a culinary networking organization, and as treasurer for the Chesapeake HOA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers its services through a large network of independent financial professionals, employing a variety of strategies and platform arrangements tailored to client objectives.

Daniel Burns is a Series 66-credentialed financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 advisors.