Kelsey Burgett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, OH, where she has worked since 2010, totaling 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Anthony Mampieri is a financial advisor with Wells Fargo Advisors in Westerville, OH, holding a Series 63 designation and 39 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Morgan Stanley in various capacities from 2010 to 2023. He owns Mampieri Financial Services, LLC based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory capabilities with banking, lending, and trustee services.

Mark Mc Kimmins is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has previously worked with Grove Point Advisors, LLC and Grove Point Investments, LLC, and has been affiliated with Legend Financial Services for over two decades. Outside of his advisory roles, he is involved with McKimmins' Farm, an ongoing agricultural venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Andrew Fugazzi is a financial advisor with Ameriprise in Westerville, OH, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 1981. Outside of his advisory role, he co-owns TRLT Ventures, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Wehner is a financial advisor with LPL Financial in Mount Vernon, Ohio, holding a Series 63 designation and with 28 years of industry experience. He has worked at LPL Financial since 2018 and has long-standing experience at INVEST Financial Corp. and Putnam Senior Care. Outside of his advisory role, he is involved in a shrimp farming business in Mount Vernon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Patrick Mc Hale is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Ameriprise Financial Services, Uber, and Diamond Hill Capital Management. 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, offering a broad range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Joseph Panfil is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at UBS Financial Services Inc from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Sean Stark is a financial advisor with LPL Financial based in Westerville, Ohio, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Magellan Financial, GWN Securities, and Ameritas Investment Corp. He also operates Stark Financial Group and has involvement in a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various wealth management technologies.

Megan Gentille is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Cambridge Investment Research Advisors since 2019 and worked previously at Mosaic Financial Group. Megan operates under multiple trade names in Mount Vernon, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of portfolio management solutions and offers both proprietary and third-party strategies, with investment implementations tailored to client objectives through various custody and platform arrangements.

Shane Jarrett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Southeast Planning Associates, and OUCU. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by in-house due diligence and ESG processes.

Mary Cunningham is a financial advisor with J.P. Morgan Securities in Westerville, Ohio, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at firms including Fidelity Investments, Fifth Third Bank, and PNC Wealth Management. Outside of her advisory role, she has worked as a sales representative for Talbots. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Monica Buckhout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at notable firms including Morgan Stanley Private Bank and Bank of America. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Philip Hemphill Jr. is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Hemphill is president and CEO of P. Randolph Financial Group, which provides investment management and practice management services, and he is involved in publishing and creating educational YouTube videos on life skills. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Callie Reed is a financial advisor with Edward Jones in Johnstown, Ohio, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Prior to her advisory role, she worked as a barista at Hot Spot Coffeehouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Gwendolyn Nichols is a PFS™ credentialed advisor with Cetera, based in Westerville, Ohio, and has three years of industry experience. She also serves as president of Nichols & Company, CPAs Inc., providing tax, accounting, and consulting services. Nichols holds board positions with The Vida S. Clements Foundation, Ourday Preschool, and The Lakeside Association, all nonprofit organizations focused on education, community, and cultural enrichment. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, ranging from automated allocations to bespoke strategies, overseeing more than $256 billion in assets.

Emily Seerden is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of finance, she was involved with the Columbus Dance Centre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Alaina Elliott is a financial advisor with Thrivent Investment Management in Sunbury, Ohio, holding Series 65 and Series 63 licenses and having two years of industry experience. Her background includes roles at Thrivent Financial, Empower Financial Services, NYLIFE Securities, New York Life Insurance Company, and five years with the Charleroi Area School District. Elliott also has a long history with The Dance Loft, spanning 28 years. 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 allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Steven Muller is a financial advisor at Merrill with 27 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Nationwide Investment Services Corporation for 26 years before joining Merrill in 2024. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Allen Jacobson is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His work background includes roles in various service and cleaning companies, as well as employment at Mount Vernon Nazarene University. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Nicki Pifer is a financial advisor at Edward Jones in Mt Vernon, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she was involved with A Place For Me LLC for ten years. Outside of her advisory work, she has participated in teaching meditation classes in Fredericktown, OH. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets and provides a wide range of discretionary and non-discretionary investment services supported by a large network of financial advisors and branch offices nationwide.