John Stewart is a financial advisor with LPL Financial in Mansfield, OH, holding the CFP® and Series 66 designations and possessing 24 years of industry experience. He has been with LPL Financial since 2009 and also operates his own legal and tax preparation practice, Jack P. Stewart, Inc. In addition, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Michael Roberts is a financial advisor with Ameriprise in Lexington, Ohio, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns MVX Incorporated, an S-corp that manages an Ameriprise franchise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver personalized, research-driven retirement income recommendations.

Cara Howard is a financial advisor with Edward Jones in Shelby, OH, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Thirty-One Gifts, selling products through home and book parties. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Chad Wilford is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Buckeye Educational Systems and APT. Outside of advising, he has been a partner in an excavation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Ryan Kanz is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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. The firm’s Institutional Consulting Services program operates on a non-discretionary basis, with clients maintaining final decision-making authority.

Jeffrey Morris is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2019. Prior to this, he spent over three decades at Merrill and has experience at Bank of America. Outside of his advisory role, Morris is the owner of Morris Land and Cattle LLC. 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 services, utilizing both proprietary and third-party strategies across diverse platforms.

Conner Darsee is a financial advisor at Cetera with five years of industry experience. He has previously worked at Mechanics Bank and Infinex Investments, Inc. Darsee serves as board treasurer for both the YMCA of North Central Ohio and IDEA Works, where he is involved in resource committee leadership and dual-capacity check writing. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

Andrew Hackney is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at CUSO Financial Services, LP and Directions Credit Union. Outside of advisory activities, he manages Directions Financial Solutions, a business related to his LPL responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools for operational and research purposes.

James Hill is a financial advisor with Edward Jones in Bellville, Ohio, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, Hill is co-owner of a vegetable, fruit, and cattle farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including managed accounts, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branches.

Keith Cawrse is a Series 63-registered advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2014, and previously at Lincoln Investment. Outside of his advisory role, Cawrse serves as a board member of Catalyst Life Services, a trustee of The University Club in Mansfield, Ohio, and treasurer for the Mansfield City Schools Levy Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services, with investment strategies that include proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists.

Debbie Rowlands is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Edward Jones, she worked for Key Investment Services LLC for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Austin Boyd is a financial advisor with Cambridge Investment Research Advisors in Bellville, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2024, he worked at Morgan Stanley from 2018 to 2023 and had roles at JP Morgan Securities LLC and Western and Southern Life in 2017. Outside of his advisory work, Boyd is involved with ESB Wealth and Investments, where he holds ownership and marketing responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.

Jesse Stacy is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously with Edward Jones. Outside of his advisory role, Jesse serves as a board member and NexGen director for the Financial Planning Association in Columbus and owns a firm providing tax services, as well as a media business focused on educational content. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals utilizing a range of portfolio management approaches and platform arrangements.

David Taylor is a financial advisor with Cetera in Bellville, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Cetera since 2008 and also operates a CPA practice since 1982. Outside of his advisory role, he serves as a fiscal officer and non-voting municipal board member for Jefferson Township, Ohio, and supervises local road and fire departments as an administrator. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various discretionary and non-discretionary program options.

Robert Knapp is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2016 and previously worked at RWK Group, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG framework when recommending strategies.

Dakota Durbin is a CFP® professional with 13 years of industry experience, currently advising at Cetera. Prior to joining Cetera in 2022, Durbin worked at Mechanics Bank and Infinex Investments, Inc. He also serves as a private banker at Mechanics Bank, assisting clients with traditional banking deposit accounts. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with a range of investment management and financial planning services across discretionary and non-discretionary program structures.

Preston Boyd is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Invicta Capital, Trustmont Financial Group, and ESB Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions across multiple custody platforms.

Allison Besancon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, she worked at Luk USA from 2015 to 2017. 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 broker-dealer and investment adviser registrations to deliver comprehensive services.

Robert Rice is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 12 years of industry experience. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill for six years. He is also the owner of Platinum Family Wealth, LLC, which he manages for business-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports both advisory programs and institutional portfolio management.

Lauren Warren is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services under a fiduciary standard.