Madelynn Banaszak is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses a combination of research, modeling, and tax-efficiency analysis to support its advisory process.

Chant'a Lindsey is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at JP Morgan Securities LLC, Nationwide Financial, Amazon, and Abercrombie and Fitch. Outside of advising, she works as an Uber Eats delivery driver in Reynoldsburg, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

Catherine Callard is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 credential and has worked previously at JJB Hilliard WL Lyons LLC and Fifth Third Securities. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

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.

Mark Lieser is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Lieser has been with Robert Baird & Co. since 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology in its advisory processes.

Amy Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Wells Fargo Clearing Services. Outside of her advisory role, she is a notary public in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory support.

Paul Kersell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2023. Outside of his advisory role, he is involved as an owner and partner in the Natural Resources Conservation Service, focusing on land maintenance under a cost-sharing contract. J.P. Morgan Securities 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 applies an ESG eligibility framework when recommending investment strategies.

Andrea Litzenberg is a financial advisor at Edward Jones with over 10 years of industry experience, including two separate tenures at Edward Jones and a year at Morgan Stanley. She holds a Series 66 designation. Outside of her advisory role, she serves as a notary signing agent, assisting clients with mortgage loan closings. 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 strategies, supported by a nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.

Ryan Romer Jordan is a financial advisor with Ameriprise in Hilliard, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as treasurer of Ill Mannered Brewing Company, a nano brewery in Powell, Ohio. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Derek Sears is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP for nine years and has been affiliated with KEMBA Financial Credit Union for over a decade. He is involved with KEMBA Financial Credit Union in a financial institution role. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research resources.

John Trapp is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Outside of his advisory role, he is a member and owner of several LLCs involved in real estate investments. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies enhanced by internal research and technology and manages approximately $394 billion in assets as of December 2025.

Jeffrey Buchwalter is a financial advisor at Edward Jones in Lancaster, OH. He holds a Series 66 designation and has recently transitioned to financial advising after 37 years at Bell and Howell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Suzette Dybiec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advising, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Matthew Ferrel is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

John Kelley Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves as a trustee for the John J Kelley Foundation and is a board member of the South Central Power Foundation. He is also the manager of JAMB3 LLC, a local LLC that owns and rents commercial 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 advisory programs and investment options, serving both non-high-net-worth and high-net-worth households, and operates under a fiduciary standard.

David Baker is a financial advisor at Edward Jones with 31 years of industry experience. He holds a Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Joseph Leighton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his financial advisory work, he serves as a pastor at Salem Chapel Church of the United Brethren in Christ in Junction City, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jason Demopoulos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Bank of America. Outside of his financial career, he has been involved with the Central Ohio Baseball Umpires Association and the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Tamanna Chowdhury is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has been with JPMorgan Chase and its affiliates since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program supported by a centralized due-diligence framework.