David Scott is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Vertiv Co and American Income Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Tyler Ross is a financial advisor with LPL Financial in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at KeyBank, Fifth Third Bank, and Telhio Credit Union. Outside of his advisory work, he owns Tyler's Collectible Group, LLC, a business focused on buying and selling cards and collectibles. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Charles Gocken is a financial advisor with Raymond James & Associates in Bexley, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked for the State of Ohio from 2015 to 2017. Outside of his advisory role, he is a partner in Tennis Ltd, a business he co-owns with his wife. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered 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 non-discretionary investment consulting supported by proprietary research and a range of portfolio management options.

Mitchell E. Lothes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2016 and is also associated with TLKUK LLC since 2022. In addition to his advisory role, he is a partner and consultant on the financial operations of Liberty Ophthalmology and a partner in Visus Clarus, Lucrum Certum, both non-investment-related business ventures. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joshua Gordon is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and 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 households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lubin Chamie Townsend is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked for Edward Jones for 12 years. Outside of his advisory role, he is an author, educator, podcaster, and speaker, and serves as a board member of a culinary networking organization. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Melissa Holding is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Ameriprise, she worked at firms including The Huntington Investment Company and Truist Advisory Services. She serves as a board member for IF: Gathering, an organization focused on supporting women in their faith, and is vice-chair and strategy committee chair for Carmel Christian School, where she helps guide the school’s strategic planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Perry is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Kemba Financial Credit Union. He has also been affiliated with The Ohio State University Golf Club. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Burns is a Series 66-credentialed financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services 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 through a nationwide network of more than 23,700 advisors.

Abigail Elwer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Parkland Securities, LLC. Outside of her financial career, Abigail is involved in a scrapbooking and crafting business, Creative Memories, where she sells supplies and hosts retreats. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning through approved tools and offers both direct client services and corporate financial planning agreements.

Sammie Koch is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Sammie worked in roles including at Topgolf, the Auditor of State, and at Findlay Country Club. Sammie has also been involved in academic settings at Columbus State Community College and the University of Findlay. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, while clients retain responsibility for plan implementation.

Thomas Birkley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013, with prior experience at PNC Wealth Management and CUSO Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Shawn Mccoy is a Certified Financial Planner® with 29 years of industry experience. He has been with Ameriprise since 2009, currently serving as a financial advisor at the firm. Outside of his advisory role, he is involved with a business ownership entity related to property management. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, primarily for clients who maintain accounts managed by Ameriprise.

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.

Patrick Henry is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Edward Jones in Columbus, OH. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries and American Signature Inc. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market-based models.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate personalized retirement income recommendations.

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.

John Mcallister is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved in managing a family timber farm through Merker Family LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Cortland Haynes is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to his current role, he has worked at Amazon and PNC, among other employers. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.