Bradford Tharp is a CFP® professional with 39 years of experience in the financial services industry. He has been with LPL Financial, LLC since 2000. Outside of his advisory role, he operates a genealogy firm focused on researching Colonial American ancestry connections confirmed by DNA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Douglas Bickert is a financial advisor with Edward Jones in Reynoldsburg, OH, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including prior roles at J.P. Morgan Securities and operating a manufacturing business, Doug's Robot Motors, which produces robot parts for hobbyists. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Isaac Aulick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Haringa is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2005. 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 large institutional advisory operations with multiple market-facing registrations and offers non-discretionary advisory services supported by a centralized due-diligence framework.

Justin Whitley is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and the Energy Cooperative of Ohio. He is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.

Chant'a Lindsey is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at JP Morgan Securities LLC, Nationwide Financial, Amazon, and Abercrombie and Fitch. Outside of advising, she works as an Uber Eats delivery driver in Reynoldsburg, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

Jeffrey Ritter is a financial advisor with Thrivent Investment Management in Reynoldsburg, Ohio. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Ritter serves as President Emeritus of Bike Buckeye Lake, a local organization focused on developing bike and walking paths around Buckeye Lake, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Paul Kersell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2023. Outside of his advisory role, he is involved as an owner and partner in the Natural Resources Conservation Service, focusing on land maintenance under a cost-sharing contract. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrea Litzenberg is a financial advisor at Edward Jones with over 10 years of industry experience, including two separate tenures at Edward Jones and a year at Morgan Stanley. She holds a Series 66 designation. Outside of her advisory role, she serves as a notary signing agent, assisting clients with mortgage loan closings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Jeffrey Buchwalter is a financial advisor at Edward Jones in Lancaster, OH. He holds a Series 66 designation and has recently transitioned to financial advising after 37 years at Bell and Howell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Suzette Dybiec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advising, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

John Kelley Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves as a trustee for the John J Kelley Foundation and is a board member of the South Central Power Foundation. He is also the manager of JAMB3 LLC, a local LLC that owns and rents commercial property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, serving both non-high-net-worth and high-net-worth households, and operates under a fiduciary standard.

David Baker is a financial advisor at Edward Jones with 31 years of industry experience. He holds a Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Joseph Leighton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his financial advisory work, he serves as a pastor at Salem Chapel Church of the United Brethren in Christ in Junction City, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Bryce Long is a financial advisor with Ameriprise in Lancaster, OH, holding Series 63 and Series 65 designations and four years of industry experience. He has worked at several firms including RKCA, Inc., Investment Distributors, Inc., and Protective Life Insurance Company. Outside of his advisory role, he is employed at JC & Co. providing tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.

Richard Wynn is a financial advisor with Primerica Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs an operational model centered on tiered wrap fees and independent due diligence.

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.

Jeffrey Williams is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked with Nationwide and its affiliated firms from 2014 to 2025. Outside of his advisory role, he is a partner in K&R Beach Bums LLC, where he produces drone videos used by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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.