Shannon Young Frey is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Cass Information Systems from 2015 to 2019 and at Signode Industrial Group from 2009 to 2024. She holds a Series 66 designation. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Zang is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Ameriprise, he worked at Edward Jones for six years. Outside of his advisory role, he works as a substitute bus driver for Upper Arlington Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm's approach includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jennifer Otineru is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at JPMorgan Chase Bank since 2012 and has been with J.P. Morgan Securities since 2015. Earlier in her career, she was involved with Canal Winchester Athletics from 2017 to 2018. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

James Ward is a financial advisor with Edward Jones in Buckeye Lake, Ohio, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Boeing Company for eleven years. Outside of his advisory role, Ward serves as Treasurer on the Board of Directors for Licking Memorial Hospital and owns a small family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Cody Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Buildings and Builders Company and 5th Ave Lumber Company/Strait and Lamp Group. He was formerly involved in several entrepreneurial ventures, including ownership of a digital entertainment business and a branded apparel company. 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 is notable for its extensive advisor and branch network as well as its affiliated investment capabilities.

Jason Daly is a financial advisor with Edward Jones in Thornville, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he coaches boys’ basketball for both first and second graders as well as eighth grade at local schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a wide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

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.

Branden Kurgan is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 Bank of America, Willscot, ActionCOACH Central Ohio, LexisNexis, RevLocal, ITW Food Equipment Group, and Arlt & Company. 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 various institutional investors.

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.

Jacob Kurgan is a financial advisor at Ameriprise in Westerville, OH, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at the Federal Reserve Bank of Cleveland and multiple positions within Ameriprise Financial Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

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.

Justin Leonti is a financial advisor with Edward Jones in Gahanna, OH. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at GoOrtho and has experience as a self-employed professional, including oversight responsibilities at a consumer goods company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.