Todd Tarney Sr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company, LPL Financial, and CUNA Brokerage Services, among others. 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, including asset allocation and tax-aware withdrawal strategies.

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 the Series 63 designation and bringing 28 years of industry experience. He previously worked at INVEST Financial Corp. for 10 years and has been involved with Putnam Senior Care since 1997. Outside of finance, he serves as a statutory agent for a shrimp farm in Mount Vernon and acts as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of more than $819 billion in discretionary assets.

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.

Sean Stark is a financial advisor with LPL Financial based in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at multiple firms including Magellan Financial, GWN Securities, and Ameritas Investment Corp., and is also involved with Stark Financial Group, a business he has operated for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of financial planning and portfolio management services, utilizing multiple advisory platforms, model portfolios, and third-party subadvisors.

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 at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, OUCU, and Southeast Planning Associates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment 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 with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. She also has experience working with the Columbus Dance Centre. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Alaina Elliott is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Empower Financial Services, New York Life Insurance Company, and NYLIFE Securities LLC. Outside of finance, she was involved with The Dance Loft for 28 years and worked within the Charleroi Area School District for five years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without managing client portfolios directly. The firm offers flexible engagement options through a network of financial advisors and integrates planning with managed-account programs under a consolidated billing system.

Steven Muller is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Nationwide Investment Services Corporation for 26 years. He is based in Westerville, Ohio. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Scott Dye is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Waddell & Reed, Cavanal Hill Investment Management, and BOK Financial Securities. Outside of his advisory work, he is the head youth football coach at Columbus Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Adelbert Duffy is a financial advisor with LPL Financial based in Westerville, OH, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at UBS Financial Services, Cuso Financial Services, and United Federal Credit Union. He serves as a board member of the Mount Carmel Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions, providing access to model portfolios, third-party asset managers, and institutional platforms.

Lincoln Bullock is a financial advisor with Edward Jones in Westerville, OH, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2023 and also manages a bar on weekends in Athens, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of advisors and branch offices.

David Kuhn is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company for 14 years. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations with ongoing advice focused on income sources and tax-aware withdrawal strategies.