Kimberly Troutner is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves as president of her condominium association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans.

Breda Clare is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining J.P. Morgan in 2019. 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 through a select group of Wealth Advisors. The firm integrates advisory services with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Aaron Lane is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Burgess & Niple, OHM Advisors, and GPD Group. Outside of his advisory role, Lane is a partner in a real estate investment business in Dublin, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he manages a property management business under RFG Properties, LLC. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management with a focus on a concentrated advisor-to-client relationship within a small client base.

Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he operates insurance sales through his sole proprietorship focused on traditional life, disability, and long-term care insurance. World Choice Securities, Inc. serves individual and high-net-worth clients, providing portfolio management and related advisory services. The firm combines advisory, broker-dealer, and insurance brokerage activities, supporting a small client base with a concentrated advisor-to-client ratio.