Ian Webb is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2006. He holds a Series 63 designation and is based in Circleville, OH. Webb has spent his entire advisory career with Raymond James Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports clients through various advisory programs while maintaining specialized municipal and public-finance advisory capabilities.

Stacy Asbury is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Charles Schwab in 2022, she worked in the hospitality sector at Hilton and Einstein Bros. Bagels. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and comprehensive research.

Jonathan Meenach is a financial advisor at Edward Jones in Ashville, Ohio, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in farming and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

David Webb is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1987 and continues to work at the firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling while supporting municipal and public finance work through a unique affiliation with a municipal advisor.

Nathan High is a CFP® professional with seven years of experience currently serving as a financial advisor at Ameriprise Financial Services. His background includes prior roles at Ameriprise Financial Services, Inc., Dicks Sporting Goods, and service in the Ohio Army National Guard. Outside of his advisory role, he is involved with BFM & Associates, LLC as an associate financial advisor and is a franchise owner of an Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Natalie Cardenas is a financial advisor at Edward Jones in Grove City, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Apex LLC and held various roles including social media management and positions at Soar Behavior Services and Compass Career Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Deanna Sieren Cardenas is a financial advisor at Edward Jones with 29 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 1996. Outside of her advisory role, she is involved in managing a rental property in Columbus, Ohio. 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 plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Carson Holley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, KeyBank, and Equitable Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua White is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at Signature Real Estate and Huntington National Bank. Outside of his advisory role, he owns a small real estate business managing a rental property portfolio. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Brian Harrison is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including roles at AVISAE and JPMorgan Chase Bank, NA. Harrison is based in Grove City, Ohio. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremiah Vires is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Willscot, ActionCOACH Central Ohio, LexisNexis, RevLocal, ITW Food Equipment Group, and Arlt & Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Keith Lewis is a financial advisor at Ameriprise Financial Services LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory work, Lewis serves as treasurer of the Hilliard Chamber of Commerce and is involved with the Hollyfest Scholarship Foundation as a CPA and trustee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service. This service provides detailed retirement planning reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Courtney Walls is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 19 years of industry experience. Prior to joining LPL in 2021, Walls worked at Lincoln Financial Advisors and Blackrock Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, asset management, and retirement advice solutions, supported by a large network of investment adviser representatives and technology tools.

Vonna Wright is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at L’Oréal from 2012 to 2023. Edward Jones is a full-service wealth management firm serving 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 network of financial advisors and branch offices nationwide.

James Hooks is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Bauers is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Raymond James Financial and led Bauers Financial Group from 2005 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party managers, and customized strategies, supported by a large network of advisors and extensive non-advisory financial services.

Bradford Tharp is a CFP® professional with 39 years of experience, currently affiliated with LPL Financial since 2000. He sells non-variable insurance products through multiple carriers and operates a genealogy business focused on Colonial America research, working as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with various portfolio strategies and technology tools.

Isaac Aulick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and affiliated JPMorgan Chase entities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Ritter is a financial advisor with Thrivent Investment Management in Reynoldsburg, Ohio. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Ritter serves as President Emeritus of Bike Buckeye Lake, a local organization focused on developing bike and walking paths around Buckeye Lake, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Ryan York is a CFP® with 11 years of industry experience, all of which have been spent at Edward Jones since 2015. He is based in Grove City, OH, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.