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 at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior work includes roles at AmeriTrust Insurance and Crate & Barrel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates a range of eligible strategies, including those with an ESG eligibility framework.

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 in Columbus, OH, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Vertiv Co and American Income Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

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®-certified financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked for Edward Jones for 12 years. Outside of his advisory role, he is an author, educator, podcaster, and speaker, and serves as a board member of a culinary networking organization. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

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.

Abigail Elwer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Parkland Securities, LLC. Outside of her financial career, Abigail is involved in a scrapbooking and crafting business, Creative Memories, where she sells supplies and hosts retreats. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning through approved tools and offers both direct client services and corporate financial planning agreements.

Sammie Koch is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Sammie worked in roles including at Topgolf, the Auditor of State, and at Findlay Country Club. Sammie has also been involved in academic settings at Columbus State Community College and the University of Findlay. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, while clients retain responsibility for plan implementation.

Thomas Birkley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013, with prior experience at PNC Wealth Management and CUSO Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Robert Polletta is a financial advisor with Mass Mutual Investors Services in New Albany, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Heartland Bank, LPL Financial, The Huntington Investment Company, and Fifth Third Securities. He serves as a board member on the Saint Andrew Athletic Board, assisting with oversight of school athletic activities. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through a range of educational and investment programs.

Ryan Bules is a financial advisor at Wells Fargo Advisors in New Albany, Ohio, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Kenakore Business Solutions and The Ohio State University Student Union. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, offering tailored recommendations supported by proprietary research and planning tools.

Walter Russell is a financial advisor with Osaic Wealth Inc in New Albany, Ohio. He holds a Series 66 designation and has 26 years of experience in the industry. His prior work includes roles at Kestra Advisory, Kestra Investment Services, LPL Financial, Ameriprise, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is developing an educational platform to teach financial literacy and marketing through online courses. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Marcia Ponton is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 2012. Outside of her financial advisory role, she serves as a health and life insurance agent and holds leadership positions in related financial service activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.