Jason Daly is a Series 66-credentialed financial advisor with Edward Jones, based in Thornville, Ohio. He has 18 years of industry experience and has been with Edward Jones since 2008. Outside of his advisory role, Daly coaches basketball for local youth teams, including 1st and 2nd graders as well as 8th grade boys. 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 and offers a wide range of investment strategies and affiliated financial services across a broad national network.

Timothy Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Branden Kurgan is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2008. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Hill is a financial advisor at Edward Jones in Lancaster, Ohio, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she spent seven years at Fairfield Medical Center. 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 and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Kristina Blevins is a financial advisor with Edward Jones in Lancaster, OH, holding a Series 66 designation and has two years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory work, she teaches a weekly yoga class. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Jeremiah Vires is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Willscot, ActionCOACH Central Ohio, LexisNexis, RevLocal, ITW Food Equipment Group, and Arlt & Company. 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, and various institutional investors.

Keith Lewis is a financial advisor at Ameriprise Financial Services LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory work, Lewis serves as treasurer of the Hilliard Chamber of Commerce and is involved with the Hollyfest Scholarship Foundation as a CPA and trustee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service. This service provides detailed retirement planning reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Brian Long is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including VOYA Financial Advisors and Cetera Advisor Networks. Outside of his advisory role, Long serves as vice president of Fairhope Hospice and is a member of the Fairfield County Revolving Loan Fund Committee. He also manages an accounting firm and is involved in insurance brokering. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured process supported by a centralized consulting team.

Richard Currens is a financial advisor with LPL Financial in Reynoldsburg, Ohio, holding a Series 66 credential and four years of industry experience. He has been with LPL Financial since 2021. Outside of his advisory role, Currens is involved in business loan activities through a separate entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a network of investment adviser representatives and utilizes model portfolios, third-party subadvisors, and customized strategies.

Matthew Hatfield is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jacob Kurgan is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Ameriprise since 2015 and two years at the Federal Reserve Bank of Cleveland. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates internal research, third-party data, and algorithmic tools, with a focus on tax-aware strategies and dependable income sources.

James Lewis is a financial advisor with Stifel in Lancaster, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with a focus on episodic, fee-based financial planning.

Bradley Kirkbride is a financial advisor at UBS Financial Services with seven years of industry experience and a Series 66 designation. His prior roles include positions at JP Morgan Chase Bank, JPMorgan Securities, The Huntington National Bank, Bank of America, Merrill, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets activities.

Charles Barrows is a Series 66 licensed financial advisor with Edward Jones in Lancaster, OH, holding eight years of industry experience. He worked at Clark Insurance for six years before joining Edward Jones in 2017. 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 and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Hesseling is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 25 years of industry experience, including 18 years at First National Bank of Waverly, Ohio, and infinex Investments, Inc. Hesseling is also involved with Disbennett Wealth Management as an Investment Advisor Representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management strategies and platform arrangements.

Anthony Meyer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Nationwide Insurance for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Justin Leonti is a financial advisor with Edward Jones in Gahanna, OH. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at GoOrtho and has experience as a self-employed professional, including oversight responsibilities at a consumer goods company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

David Cunningham is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Gahanna, OH, and holds the Series 63 designation. Outside of his advisory role, he is involved with MDM Properties, LLC, where he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors.

Seth Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Oakstone Financial Management, Cambridge Investment Research Advisors, and Osaic FA. He currently operates under the trade name Kemba Wealth Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational purposes while overseeing over $819 billion in discretionary assets.

James Culver is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Stifel, Nicolaus & Company, Inc. since 2005. Outside of his advisory role, Culver serves on several community boards, including Ohio University Coordinating Council, Fairfield Medical Center Foundation, Family YMCA of Lancaster and Fairfield County, and the Salvation Army Fairfield County Ohio chapter. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.