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Jeffrey B

Series 66

Lancaster, OH

Edward Jones

Jeffrey Buchwalter is a financial advisor at Edward Jones in Lancaster, OH. He holds a Series 66 designation and has recently transitioned to financial advising after 37 years at Bell and Howell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, 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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John K

Series 63

Lancaster, OH

Edward Jones

John Kelley Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves as a trustee for the John J Kelley Foundation and is a board member of the South Central Power Foundation. He is also the manager of JAMB3 LLC, a local LLC that owns and rents commercial property. 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, serving both non-high-net-worth and high-net-worth households, and operates under a fiduciary standard.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph L

Series 63, Series 66

Lancaster, OH

Edward Jones

Joseph Leighton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his financial advisory work, he serves as a pastor at Salem Chapel Church of the United Brethren in Christ in Junction City, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Intergenerational Families Religious/faith focused
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Jacob H

CFP®, Series 63

Logan, OH

Edward Jones

Jacob Hill is a CFP® with 28 years of industry experience and has been with Edward Jones since 1997. He serves as president of the Zanesville Investment Club, organizing meetings outside trading hours. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a wide range of investment strategies and affiliated services through a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Early retirement planning Retired Founder/Business Owner Executive
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Bryce L

Series 63, Series 65

Lancaster, OH

Ameriprise

Bryce Long is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at RKCA, Inc., Investment Distributors, Inc., and Protective Life Insurance Company. He is also employed part-time in tax preparation services outside of his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua G

Series 66

Lancaster, OH

Edward Jones

Joshua Gordon is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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William C

Series 63, Series 65

Lancaster, OH

STIFEL

William Culver is a financial advisor at Stifel with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Stifel, he worked as an independent contractor and has a background in education with Pickerington Local Schools District. Outside of his advisory role, he serves as head boys volleyball coach at Pickerington High School, is treasurer of the Friends of the Parks Board in Lancaster, and participates in the Rotary of Lancaster Ohio Service Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.

General retirement planning Income planning
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Christopher J

Series 63, Series 65

Logan, OH

Thrivent Investment Management

Christopher Johnson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliated entities since 2020. Prior to his current roles, Johnson was involved with Scioto Valley Baptist Association and Ebenezer Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to integrate planning with managed-account services while keeping them distinct.

Business ownership considerations
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