Gerard Quinn is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held prior roles at PrairieView Wealth Partners, Raymond James Financial Services, Merrill Lynch, and others. Quinn also serves as Head of Financial Planning at Focus Forward, providing outsourced financial planning support to RIA firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and uses a range of strategies including low-cost ETFs, index funds, and private funds.

James Ryan is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to joining Mercer, he worked for First Ohio Planning, LLC from 2007 to 2020. He is also the owner of First Ohio Planning, which provides life, disability, and long-term care insurance, and a part-owner of JSR Family Investments, a land development investment company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a variety of implementation options and offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting services.

Martin Jerwers is a financial advisor with Fifth Third Securities, Inc. in Dublin, Ohio, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

Gregory Beavers is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. He has been associated with Bankers Life and its affiliates since 2007, including roles at Bankers Life Securities, Inc. In addition to his advisory work, he is an insurance agent authorized to offer Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Tamara Colvin is a CFP® with 35 years of industry experience, currently serving as an advisor at Raymond James Financial. She previously worked at Commonwealth Financial Network for 12 years. Outside of her advisory work, she is the president of two support companies, FlahertyColvin and The Flaherty Consulting Group, where she manages business operations and works directly with clients on financial planning and investment monitoring. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports municipal and public finance work through unique affiliations.

Stewart Flaherty is a financial advisor at Raymond James Financial with 54 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and LPL Financial. Outside of his advisory work, he is an author of two financial planning books and serves as CEO of two consulting firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using risk profiling and analytical modeling and supports municipal and public finance through a unique municipal advisor affiliation.

Joseph Mathias is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Wells Fargo Advisors LLC and Edward Jones. His other business activities include ownership of an inactive real estate development business, MKM Custom Builders LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Jacob Bresnahan is a financial advisor at Edward Jones in Mount Vernon, Ohio, holding the CFP® and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a role at Longhorn Steakhouse from 2014 to 2017. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lia Casino is a financial advisor with Raymond James Financial in Westerville, Ohio, holding a Series 63 designation and 11 years of industry experience. Her work history includes roles at Commonwealth Financial Network and The Flaherty Consulting Group. Outside of advising, she serves as a board member on the Uptown Review Board of Westerville, reviewing requested external building changes within the district. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Michael Evans is a CFP® professional with 14 years of industry experience. He currently works at LPL Financial and has previously held roles at GWN Securities, Wells Fargo Clearing, Edelman Financial Services, and Primerica Advisors. Between 2015 and 2021, he took time away from the industry as a stay-at-home dad. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services delivered through a network of investment adviser representatives using strategic, tactical, and customized investment approaches.

Thomas Cox is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop strategies aligned with their unique financial goals. Thomas has been with Fidelity for over 15 years, contributing in various roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, a Master of Business Administration from the University of Cincinnati, and Life and Health Insurance licenses. Thomas combines his extensive experience and credentials to provide comprehensive financial consulting services. Outside of his professional role, Thomas is a father of two and has been married for eight years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.

Brian Caudill is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab since 2008 and was with Charles Schwab Bank, SSB from 2012 to 2026. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Geoffrey Strohn is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including roles at JP Morgan Chase Bank and Chase Investment Services Corp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Jeffrey Hankins is a financial advisor with Ameriprise in Galena, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1995. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts, and provides a broad range of advisory, brokerage, and insurance solutions.

Stevy Skillman is a financial advisor with Raymond James & Associates based in Sunbury, OH, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2025, Skillman worked at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. Outside of financial services, Skillman is the owner of Boxador Sports, an online sports card and memorabilia store. Raymond James & Associates is a large registered broker-dealer and 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 investment consulting primarily through non-discretionary advisory relationships.

Adam Obrien is a financial advisor with Wells Fargo Advisors in Westerville, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Pacer Financial, Inc. and Incapital LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Timothy Pester is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at CUSO Financial Services, Fifth Third Securities, Wells Fargo Advisors, and Chase Investment Services. 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 and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kelsey Burgett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, OH, where she has worked since 2010, totaling 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Anthony Mampieri is a financial advisor with Wells Fargo Advisors in Westerville, OH, holding a Series 63 designation and 39 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Morgan Stanley in various capacities from 2010 to 2023. He owns Mampieri Financial Services, LLC based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory capabilities with banking, lending, and trustee services.

Mark Mc Kimmins is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Grove Point Advisors, Grove Point Investments, and Legend Financial Services. Outside of his advisory work, he is involved with McKimmins' Farm, a farming business operating since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies and a range of investment options.