Dena Russell is a financial advisor with LPL Financial in Delaware, Ohio, holding a Series 63 designation and 19 years of industry experience. She has been with LPL Financial and its predecessor firms since 2005. Russell serves as a nonprofit board member at the Ohio Living – Sarah Moore Retirement Community. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various technology tools and a broad network of over 22,800 advisors.

Leif Mahler is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Raymond James since 2019 and previously at Wells Fargo Clearing from 2016 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by extensive research and model management options.

Megan Smith is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides financial planning directly to clients as well as through employer partnerships.

Luis Mejia is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luis holds a high school diploma from Lancaster High School and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he is a member of the Hispanic Chamber of Columbus. His client focus areas include personal retirement planning, sports and entertainment, and retirement income. Outside of his professional work, Luis enjoys spending time with his family and engaging in activities such as baseball and cooking.

Basil Duncan III is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL Financial, he worked at Equitable Advisors for seven years. He is also involved in independent long-term care insurance brokerage through LTC Choices. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional services delivered through a large network of investment adviser representatives.

Michael Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He previously worked at Nationwide Investment Services Corporation for three years before joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Brooke Thayer is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Northwestern Mutual and has involvement with The Ohio State University, including a board member role for the Ohio State University Dance Team Alumni Association, focusing on event planning. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Daniel Moore is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has previously worked with firms including Avantax Advisory Services and Key Bank. Moore is also involved with IGNYTE Financial LLC, where he provides financial, tax, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, including access to affiliated and third-party money managers, supporting a broad range of investment programs and strategies.

Angela Berry is a financial advisor with OSAIC based in Columbus, Ohio. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Her prior career includes roles at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Berry is also the Chief Operating Officer and co-owner of Wealth Management Solutions, LLC, where she oversees office operations and supervises administrative staff. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, employing model-based asset allocation and portfolio optimization, and supports advisors with multiple custodial and program arrangements.

Trenton Hostutler is a Series 66-licensed financial advisor with Edward Jones, based in Delaware, Ohio, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Bloomin Brands Inc and First Energy Corporation. 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 and offers a wide range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Brian O'Keefe is a Series 66-licensed financial advisor with 29 years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., where he has been employed since 2021. Prior to joining J.P. Morgan, he worked at Next Financial Group and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates systematic quantitative and qualitative research.

Philip Ulery is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Edward Jones since 2013. He works out of Delaware, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Felix Agbebo is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, OH, bringing nine years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2017 and previously worked at Thirty-One Gifts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes a framework for ESG eligibility.

Isaiah Neeper is a financial advisor at J.P. Morgan Securities in Dublin, Ohio, with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Scottrade, and the University of Toledo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Michael Palcic is a financial advisor with Cetera in Dublin, Ohio, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Cetera since 2019 and previously spent over 30 years with Foresters Financial. Palcic is also involved in an online sales business, Gern Flopkins Entertainment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with access to affiliated and third-party managers.

Matthew Schulter is a Series 66-licensed financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. and Osaic FA, Inc. Outside of his advisory role, he is an investor in a private cabin rental business operated with family and partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary, written asset allocation advice supported by centralized due diligence and a manager solutions team, with implementation services offered through affiliated entities.

Emma Shackleford is a financial advisor at Ameriprise with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Prior to her finance career, she held roles at Amazon, Ohio University, Lakehouse Inn and Winery, and Pymatuning Valley Local Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Kyle Goins is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Commonwealth Financial Network and Columbus State Community College. Outside of his advisory role, he is involved with Goins Wealth Strategies, a non-investment-related business based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports various advisory programs and institutional consulting services.

Andrea Larason is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for assets managed within Ameriprise.

Amy Balster is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation. She joined Ameriprise in 2025 after seven years at Keller Williams and four years at Coldwell Banker Realty. Outside of her advisory role, she serves on the Board of Directors of the Westerville Chamber of Commerce and is Treasurer of the Volley Boosters at Westerville Central High School. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-based strategies and algorithmic tools to generate personalized, tax-efficient recommendations.