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.

Jeremiah Vires is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at LexisNexis, RevLocal, ITW Food Equipment Group, and ActionCOACH Central Ohio. Merrill, together 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 a range of clients including individuals, high-net-worth clients, and institutions.

Keith Lewis is a financial advisor at Ameriprise Financial Services LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory work, Lewis serves as treasurer of the Hilliard Chamber of Commerce and is involved with the Hollyfest Scholarship Foundation as a CPA and trustee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service. This service provides detailed retirement planning reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Brian Long is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including VOYA Financial Advisors and Cetera Advisor Networks. Outside of his advisory role, Long serves as vice president of Fairhope Hospice and is a member of the Fairfield County Revolving Loan Fund Committee. He also manages an accounting firm and is involved in insurance brokering. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured process supported by a centralized consulting team.

Richard Currens is a financial advisor with LPL Financial in Reynoldsburg, OH, holding a Series 66 designation and four years of industry experience. He joined LPL Financial in 2021 after completing his college education. Outside of his advisory role, he is involved with Currens Wealth Management, which includes a business loan operation, and participates in The Financial Solutions Network Private Advisory Group affiliated with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Lewis is a financial advisor with Stifel in Lancaster, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with a focus on episodic, fee-based financial planning.

Bradley Kirkbride is a financial advisor at UBS Financial Services with seven years of industry experience and a Series 66 designation. His prior roles include positions at JP Morgan Chase Bank, JPMorgan Securities, The Huntington National Bank, Bank of America, Merrill, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets activities.

Charles Barrows is a Series 66 licensed financial advisor with Edward Jones in Lancaster, OH, holding eight years of industry experience. He worked at Clark Insurance for six years before joining Edward Jones in 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 under management and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Hesseling is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 25 years of industry experience, including 18 years at First National Bank of Waverly, Ohio, and infinex Investments, Inc. Hesseling is also involved with Disbennett Wealth Management as an Investment Advisor Representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management strategies and platform arrangements.

James Culver is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Stifel, Nicolaus & Company, Inc. since 2005. Outside of his advisory role, Culver serves on several community boards, including Ohio University Coordinating Council, Fairfield Medical Center Foundation, Family YMCA of Lancaster and Fairfield County, and the Salvation Army Fairfield County Ohio chapter. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Franklin Giovannelli is a Series 66 credentialed financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Securities LLC from 2016 to 2022. Outside of his financial advisory role, Giovannelli serves as a council member for the village of Hebron, OH, and is involved in repairing and restoring video games through two retail operations consolidated under an LLC he is establishing. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities beyond advisory services, including a trust company and securities-based lending.

Douglas Graybeal is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its institutional consulting services.

Hoai Tran is a financial advisor with Edward Jones based in Lancaster, OH, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Edward Jones, Tran spent eight years at The Ohio State University and one year at Sinclair Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors across 15,000 branch offices.

Vonna Wright is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at L’Oréal from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Andrew Brate is a financial advisor with Ameriprise in Baltimore, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory work, he serves as Financial Secretary on the board of Faith Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Bauers is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes 15 years at Raymond James Financial and 18 years running Bauers Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a wide range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Heman Acharya is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Kraft Heinz. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.