Nathaniel Wollenberg is a Series 66 credentialed financial advisor with 17 years of industry experience, currently with Ameriprise Financial Services LLC since 2021. His prior experience includes roles at Cetera Advisor Networks LLC, VOYA Financial Advisors, JCC Insurance Services, LLC, and Jones Cochenour & Co. He is a co-owner of a CPA firm and manages an independent insurance brokering business, in addition to owning a separate business entity related to his advisory practice. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored recommendations and ongoing planning focused on retirement income sources and tax-aware withdrawal strategies.

Joel Chaney II is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2015, following seven years at Edward Jones. Chaney also operates a wealth management business under the name Weimer & Chaney Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Adam Custer is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves on the Permanent Endowment Committee of the First United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Russell Jurecki is a financial advisor at Edward Jones with 10 years of industry experience. He holds the 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Aaron Black is a CFP® and ChFC® with 12 years of industry experience. He is currently an advisor at Edward Jones, where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers various discretionary and non-discretionary investment strategies, affiliated mutual funds, and additional services including trust and securities-based lending, operating under a fiduciary standard.

Chad Disbennett is a CFP® with 17 years of industry experience, currently serving with Cambridge Investment Research Advisors. His career includes roles at Royal Alliance and operating Disbennett Wealth Management Group since 2008. Outside of advising, he is an independent insurance agent and a speaker through his own company, Chad Disbennett International, and he coaches track at Logan Elm High School. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and operates multiple investment platforms and proprietary model strategies.

Dennis Willeck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of investment advisory, he is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides services through a large network of advisors and offices.

Cynthia Moyer is a financial advisor with J.P. Morgan Securities in Lancaster, OH, holding a Series 66 designation and 23 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2007, as well as briefly at Raymond James Financial Services in 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Shannon Young Frey is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Cass Information Systems from 2015 to 2019 and at Signode Industrial Group from 2009 to 2024. She holds a Series 66 designation. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Zang is a financial advisor with Ameriprise Financial Services and holds Series 63, 65, and 66 registrations. He has 32 years of industry experience, including six years at Edward Jones prior to joining Ameriprise. Outside of his advisory role, he works as a substitute bus driver for Upper Arlington Schools. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

Jennifer Otineru is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working with JPMorgan Chase Bank, N.A. since 2012. Her early work experience includes a role with Canal Winchester Athletics from 2017 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence and incorporates ESG eligibility within its recommendations.

Jonathan Meenach is a financial advisor at Edward Jones in Ashville, Ohio, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in farming and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

James Ward is a financial advisor with Edward Jones in Buckeye Lake, Ohio, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Boeing Company for eleven years. Outside of his advisory role, Ward serves as Treasurer on the Board of Directors for Licking Memorial Hospital and owns a small family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Cody Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Buildings and Builders Company and 5th Ave Lumber Company/Strait and Lamp Group. He was formerly involved in several entrepreneurial ventures, including ownership of a digital entertainment business and a branded apparel company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as its affiliated investment capabilities.

Timothy Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jason Amos is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services under a fiduciary standard.

Angela Hill is a financial advisor at Edward Jones in Lancaster, Ohio, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she spent seven years at Fairfield Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Kristina Blevins is a financial advisor with Edward Jones in Lancaster, OH, holding a Series 66 designation and has two years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory work, she teaches a weekly yoga class. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Joshua White is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at Signature Real Estate and Huntington National Bank. Outside of his advisory role, he owns a small real estate business managing a rental property portfolio. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Stoffel is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has experience at Bank of America, N.A. since 2026. Prior to his financial services career, he worked in retail and educational settings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.