Avery Stutz is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Avery worked at Pigskin Bar & Grill and has a background that includes roles in education and community organizations such as Dawes Arboretum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Haringa is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2005. 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 multiple market-facing registrations and offers non-discretionary advisory services supported by a centralized due-diligence framework.

Bryan Duty is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Enterprise. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, he is involved with Room with a View 4U and Oak Meadow Homes, which are real estate ventures. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management within an integrated platform that combines advisory programs with brokerage and insurance products.

Shannon Montell is a financial advisor with Ameriprise in Heath, OH, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ameriprise in 2026, Shannon worked at The Huntington Investment Company, Morgan Stanley, and JP Morgan Securities LLC. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Trevor Steyn is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles across logistics, healthcare, and consulting firms. 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 supports its services through a large network of financial advisors and branch offices nationwide.

Edward Painvin is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Ameriprise since 2022 and previously was with Tembo Wealth Management, LLC and the Ohio Public Employees Retirement System. He serves as President of the Estates at Olde Orchard Farms HOA and Treasurer of the NIHA Board. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering written recommendations that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary retirement income plans.

Nathan Adams is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and previously worked in management roles at State Farm and owned the Tony Adams Insurance Agency. Outside of advising, Adams serves as a board member for Licking County Crime Stoppers and coaches 7th grade basketball locally. 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. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Richard Wynn is a financial advisor with Primerica Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs an operational model centered on tiered wrap fees and independent due diligence.

Tyler Ross is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Telhio Credit Union and has held roles at KeyBank, Key Investment Services LLC, and Fifth Third Bank and Securities. Outside of his advisory work, he is the owner of Tyler's Collectible Group, LLC, which buys and sells cards and collectibles online. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by internal and third-party research and provides both discretionary and non-discretionary management options.

Marcia Ponton is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 2012. Outside of her financial advisory role, she serves as a health and life insurance agent and holds leadership positions in related financial service activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Steven Ervin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Voya Financial Advisors and CoreCap Investments. Prior to his financial advising career, he managed Ervin Brothers Janitorial Inc. for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Brett Coffing is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Edward Jones since 2004. 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 advisory programs and strategies, supported by a large national network of financial advisors and branch offices.