Tyler Ross is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Telhio Credit Union and has held roles at KeyBank, Key Investment Services LLC, and Fifth Third Bank and Securities. Outside of his advisory work, he is the owner of Tyler's Collectible Group, LLC, which buys and sells cards and collectibles online. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by internal and third-party research and provides both discretionary and non-discretionary management options.

Brian Carretta is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Merrill since 1998 and is also affiliated with Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jacob Heskett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, Ohio. He has one year of industry experience, having previously worked with Rooted and Ready LLC and serving the United Methodist Church for 13 years. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Simpson is a financial advisor with Morgan Stanley in New Albany, Ohio, holding Series 63 and Series 65 credentials and over 38 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services for 12 years. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and an investment committee’s return estimates. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Lubin Chamie Townsend is a CFP®-credentialed financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Cambridge in 2024. Townsend is also an author, educator, podcast host, and speaker. Additionally, he serves as a board member of The Cutting Board Academy, a culinary networking organization, and as treasurer for the Chesapeake HOA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers its services through a large network of independent financial professionals, employing a variety of strategies and platform arrangements tailored to client objectives.

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 at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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 with Wells Fargo Advisors, holding a Series 66 designation and two years of industry experience. His prior experience includes roles 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 serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Walter Russell is a financial advisor with Osaic Wealth Inc. based in New Albany, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Osaic in 2026, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he operates an educational platform focused on financial literacy and marketing. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Marcia Ponton is a financial advisor at Raymond James Financial with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James in various capacities since 2012. Outside of her advisory role, she is a health and life insurance agent and serves as vice president at Paradise Financial Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Austin Bollinger is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger was also employed at Wedgewood Golf and Country Club prior to his finance career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market-based models.

Jill Henderson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2012 to 2019 before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investable strategies.

Tanya Cole is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, providing both advisory and brokerage services.

Kurt Fulmer is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is a part-owner of KDHC Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate personalized retirement income recommendations.

Steven Ervin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Voya Financial Advisors and CoreCap Investments. Prior to his financial advising career, he managed Ervin Brothers Janitorial Inc. for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.