Randy Holloway is a CFP®-designated financial advisor with Edward Jones in Pickerington, OH, where he has worked for 17 years. He holds a Series 66 license and has spent his entire advisory career at Edward Jones. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Gary Bosart is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, LLC, and Jc Wealth Management. In addition to his advisory work, he is involved in independent insurance brokering across multiple providers. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary advice through a centralized consulting team.

Terry Roberts is a financial advisor with Merrill in Columbus, OH, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, Fidelity Investments, and a 14-year service in the United States Army. He has also worked as a sales associate at Walmart, where he is currently on indefinite leave. 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.

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.

John Cindia is a financial advisor at Ameriprise with 31 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked for USA Financial Securities for 12 years. Outside of his advisory work, he has owned a tax preparation business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering retirement-income planning through a centralized consulting team. The firm’s approach combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with an emphasis on assets held in Ameriprise-managed accounts.

Joseph Kieffer is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in several business activities, including co-owning Patty’s Dance Center, which provides dance instruction for children, and owning FLEX AA, a retail company focused on dancewear and related products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

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.

Thomas Rose is a financial advisor with Raymond James Financial in Lancaster, Ohio, holding a Series 63 designation and 26 years of industry experience. His background includes roles at People's Bank and LPL Financial. Rose is also associated with People's Investment Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Brian Collins is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014. 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 and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a range of advisory and brokerage services.

Amy Hammer Huber is a financial advisor with Ameriprise in Independence, Ohio, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Deck is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Lansing Trade Group and Interstate Commodities Inc. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Sara Canterbury is a financial advisor with Mass Mutual Investors Services in Bexley, Ohio, holding CFP® and Series 63 designations and possessing 17 years of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2009 and previously spent 16 years at Pottery Barn. Additionally, Canterbury is engaged in life, health, disability, long-term care, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools and offers a range of event-driven planning programs alongside educational seminars.

Jessica Ritter is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior work includes roles at Thrivent Financial, T3 Performance-Sporting Columbus, and several positions in healthcare and family services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option.

Beth Newland is a financial advisor with Thrivent Investment Management in Reynoldsburg, OH, holding a Series 66 designation and five years of industry experience. She has been with Thrivent and its affiliated entities since 2020 and previously worked for Child Care Resources, Inc. and Zane State College. Outside of her advisory role, Newland serves as a board member of the Bethel Community Center and participates on the mission committee of North Terrace Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, without offering portfolio management or institutional advisory selection.

Tek Dangal is a Series 66-licensed financial advisor with J.P. Morgan Securities and has four years of industry experience. He previously worked at UBS Financial Services and has held roles in home care and refugee community organizations. 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 to support customized investment solutions.

Angela Johnson is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. Her previous roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is engaged as an Amazon Flex contractor in a delivery service capacity. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Erica Gardner is a CFP®-certified financial advisor with Edward Jones in Columbus, OH, bringing 15 years of industry experience. She has been with Edward Jones throughout her entire career since 2011. Outside of her advisory role, she is a joint owner of an Airbnb rental 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 investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.