James Hooks is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Bauers is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Raymond James Financial and led Bauers Financial Group from 2005 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party managers, and customized strategies, supported by a large network of advisors and extensive non-advisory financial services.

Bradford Tharp is a CFP® professional with 39 years of experience, currently affiliated with LPL Financial since 2000. He sells non-variable insurance products through multiple carriers and operates a genealogy business focused on Colonial America research, working as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with various portfolio strategies and technology tools.

Ryan York is a CFP® with 11 years of industry experience, all of which have been spent at Edward Jones since 2015. He is based in Grove City, OH, and holds a Series 66 license. 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 programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Caleb Nickell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Avantax Investment Services, Inc., and operated his own wealth management firm. Outside of advising, he owns Nickell Holdings LLC, a commercial real estate business involved in passive investing. 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 and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Anzhelika Prosise is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has been involved with Tn Express LLC since 2017. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Williams is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked with Nationwide and its affiliated firms from 2014 to 2025. Outside of his advisory role, he is a partner in K&R Beach Bums LLC, where he produces drone videos used by his wife. 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 options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.