Karen Jeske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Jeske serves as an advisory committee member for St. Luke Lutheran Community, a long-term care assisted living facility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and integrates planning with managed accounts under a consolidated billing option, while maintaining separate planning and investment services.

Zachary Bishop is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2019. He has seven years of industry experience, including roles at W&S Brokerage Services and Western Southern Financial Group. Outside of his advisory work, Bishop is developing a business focused on buying and selling sports memorabilia and hobby cards. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Natalie Watson is a financial advisor at Edward Jones with over 11 years of experience at the firm. She holds a Series 66 designation and is based in New Philadelphia, OH. Outside of her advisory role, she serves as a substitute teacher at Bolivar Wesleyan Preschool. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Rebecca Korns is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2008, including prior roles at TM & Associates and Woda Cooper Companies. Outside of her advisory work, she is self-employed as a DoorDash driver and is involved in real estate investing and flipping through Homes by NTS, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic investment models implemented via BNY Mellon Advisors.

Kent Beal is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and KeyBanc Capital Markets. 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 other institutions. The firm provides a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kyle Kendall is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones and Gartner. He also operates an independent insurance brokering business specializing in fixed annuities. 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, utilizing proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Nancy Dawson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Wheeler is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 63 designation and has worked with firms including The Huntington National Bank, The Huntington Investment Company, Shaker Investments LLC, and Cleveland Research Company LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Julie Zeigler is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and previously worked at Huntington Investment Company for 24 years before joining Ameriprise in 2026. 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 comprehensive retirement income planning through annual reports and advice focused on income sources and tax-aware withdrawal strategies.

Jason Byers is a financial advisor with Edward Jones in Massillon, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Egidio Difazio is a financial advisor with Ameriprise in Dover, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Huntington Investment Company for 22 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Johnson is a financial advisor with Primerica Advisors based in New Philadelphia, OH, holding 16 years of industry experience. He has worked with Primerica Financial Services since 2005 and is also involved with Minerva Enterprise Landfill and PFS Investments Inc. Outside of his advisory role, he participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

David Zastawny is a financial advisor with Thrivent Investment Management in Navarre, Ohio. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he manages a rental duplex with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad set of financial topics. The firm emphasizes ongoing planning relationships without discretionary trading authority and integrates planning with managed-account options through a consolidated billing program called “WealthPlan.”

Elaine Parrot is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services, Inc. since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional portfolio management.

Kathy Kappler is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked with Morgan Stanley Services Group, Inc. Outside of her advisory role, she is involved in direct sales of home fragrance products through a small business venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Bonita Haubert is a financial advisor at Primerica Advisors with 41 years of industry experience. She holds a Series 63 designation and has been affiliated with Primerica since 1985. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Mark Molk is a financial advisor with Ameriprise in Dover, Ohio, holding a Series 66 designation and 23 years of industry experience. He previously worked for The Huntington Investment Company for 20 years and PRUCO Securities, LLC for two years. Outside of his advisory role, Molk serves as a varsity assistant football coach at Dover High School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Juliet Halter is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as President and signing officer of Birch Road LLC, a family-owned entity managing property interests. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Debra Messner is a financial advisor with Primerica Advisors in Canal Fulton, OH, holding a Series 63 designation and 36 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in sales of investment-related products and also participates in non-investment related referrals for home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Brian Kelly is a financial advisor with LPL Financial based in Canton, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2008 and previously spent eight years at Ameriprise. 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 and investment solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad suite of affiliated financial services.