John Kurgan is a financial advisor with Ameriprise, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he manages office expenses through a separate business entity, JEJB, Inc. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering tailored recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm utilizes a centralized consulting team and combines research with modeling and algorithmic tools to support its advisory process.

Yam Routh is a financial advisor with Primerica Advisors in Blacklick, Ohio, holding five years of industry experience. He has worked at Primerica Advisors since 2020 and previously was employed by Columbus City Schools from 2017 to 2020. Outside of finance, he is involved with Evan-Gelina Travel Agency, LLC as an incorporator. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, focusing on various investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

William Kay is a Certified Financial Planner (CFP®) with 27 years of experience at Edward Jones, where he has worked since 1999. He holds a Series 63 license and is based in Reynoldsburg, Ohio. Outside of his advisory role, he is associated with Silver Bullet LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Lauren Mc Donald is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she was affiliated with Ohio Christian University and the Ohio Poultry Association. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Denise Mathias is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies supported by a large network of financial advisors and branch offices.

Matthew Glover is a financial advisor at Edward Jones in Pataskala, OH, holding a Series 66 designation. He has experience with several financial institutions, including JP Morgan Chase, PNC Financial Services, Stearns Bank, and a brief period of self-employment prior to joining Edward Jones. 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 and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

John Doyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is involved with National United Brokers, focusing on health insurance in collaboration with carriers and agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anthony Spring is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes significant tenures at Questar Asset Management and Securities America Advisors. Outside of advisory roles, he also serves as a notary public. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of financial planning, investment advisory, and brokerage services. The firm employs asset-allocation tools and third-party platforms to create tailored portfolios that incorporate various investment products and management styles.

Nathaniel Wollenberg is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, VOYA Financial Advisors, JCC Insurance Services, and Jones Cochenour & Co. In addition to his advisory role, he is co-owner of a CPA firm and involved in independent insurance brokering. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Joel Chaney II is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2015 and operates under the names Chaney Wealth Management and Weimer & Chaney Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by model portfolios and research from multiple sources.

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.

Frank Sberna is a financial advisor at LPL Financial in Columbus, OH, holding Series 63 and Series 66 licenses with 17 years of industry experience. His career includes positions at KEMBA Financial Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Eric Koller is a financial advisor with Ameriprise in Pataskala, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1997. Outside of his advisory role, he serves as president of the Street Elite Corvette Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Jacob Mc Ginnis is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at M/I Financial and Cardinal Health. Outside of his advisory role, he serves as a soccer referee for youth leagues including the Gahanna Soccer Association and Ohio Champions League. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He has prior experience at Royal Alliance and has operated Disbennett Wealth Management Group since 2008. Outside of advisory work, he is also an independent insurance agent and serves as a high school track coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party model strategies with discretionary and non-discretionary implementation options.

Dennis Willeck is a financial advisor with Primerica Advisors in Canal Winchester, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selected separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trade execution delegated to BNY Mellon Advisors and Pershing.

Michael Aman is a financial advisor with J.P. Morgan Securities in Gahanna, Ohio, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked within various divisions of JPMorgan since 2013 and owns Aman Assets, LLC. 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 through a non-discretionary advisory model.

Cynthia Moyer is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2007. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.