Bhim Bastola is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has seven years of industry experience and has been with Primerica Advisors since 2019. Prior to this, he worked at KEY REALTORS, LTD and has operated several non-investment businesses, including an interpreter service, a trucking business, and a tax preparation service. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based strategies managed by unaffiliated asset managers and operates on a large scale with thousands of advisors and billions in assets under management.

Quentin Cox is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of advisory experience. He has worked at JPMorgan Chase Bank, N.A. for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

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 a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Collins is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at J.P. Morgan Securities and related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Amy Hammer Huber is a financial advisor at Ameriprise with 35 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement income planning through written recommendation reports and ongoing advice.

Jennifer Deck is a CFP® and holds a Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2018. Prior to that, she worked at Lansing Trade Group and Interstate Commodities Inc. 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 strategies supported by a large 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.

Austin Griffith is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked for The Huntington Investment Company and The Huntington National Bank. Outside of finance, he has experience managing equine-related businesses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Tek Dangal is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Pickerington, Ohio. He has four years of industry experience, including prior roles at UBS Financial Services and involvement with nonprofit organizations such as United Community for Refugees and Immigrants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, offering a range of investment strategies supported by affiliated management entities.

Angela Johnson is a financial advisor with LPL Financial in Reynoldsburg, OH, holding a Series 66 designation and 15 years of industry experience. Her previous roles include positions at JP Morgan Securities, LLC, JP Morgan Chase Bank N.A., and Fifth Third Securities. Outside of her advisory work, she has worked as an Amazon Flex contractor. 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 financial planning and investment management services, utilizing various models and third-party subadvisors supported by operational tools.

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.

Yam Routh is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and previously was employed by Columbus City Schools and the Himalayan Grill Restaurant. Outside of financial advisory roles, he is involved as an incorporator in a travel agency business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports trade execution and custody through established financial institutions.

Jason Black is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has held positions at Waddell & Reed, Mass Mutual Investors Services, and various insurance agencies. Outside of financial advising, he serves as the head wrestling coach and 7th grade football coach for Bexley City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and various strategic options.

William Kay is a Certified Financial Planner (CFP®) with 27 years of experience at Edward Jones, where he has worked since 1999. He holds a Series 63 license and is based in Reynoldsburg, Ohio. Outside of his advisory role, he is associated with Silver Bullet LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Lauren Mc Donald is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she was affiliated with Ohio Christian University and the Ohio Poultry Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Denise Mathias is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Anthony Spring is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Questar Asset Management. Outside of advising, he is also a notary public and owns an insurance sales business. OSAIC Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporations, offering comprehensive financial planning and various portfolio management programs. The firm uses a model-based investment process with an emphasis on asset allocation and portfolio optimization, supported by a multi-advisor platform and affiliated broker-dealer and RIA relationships.