Jeffrey Lawler is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He has worked at Ameriprise since 2026 and previously held positions at The Huntington Investment Company, The Leaders Group, Millennium Brokerage, Nationwide Investment Services Corporation, and UBS Financial Services. He serves on the advisory boards for Franklin University’s Leadership Center and Sales Center, contributing to program development and event promotion. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Purdon is a financial advisor with Osaic who holds a Series 66 designation and has less than one year of industry experience. Prior to joining Osaic, he worked at PMI Advisors and FedEx. Outside of financial services, he has been involved with New Life Baptist Church and operated Purdon Power Washing LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios that may include various investment types on a discretionary or non-discretionary basis.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. She previously worked at Safelite for seven years and has been with Primerica since 2015. Outside of advising, she is involved in internet retail sales in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Michael Hackett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 32 years. He is the owner of Hackett Wealth Management, LLC. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pensions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers.

Chance Taylor is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his current position, he has work experience with James Capital Alliance Inc. and involvement with The Ohio State University and The University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Bernard Bennett is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and eight years of industry experience. His career includes roles at PFS Investments Inc., Primevision Financial Group, and Primerica Financial Services. Outside of finance, he is the owner of 26 Three Coffeehouse in Columbiana, OH. Primerica Advisors is a large institution serving primarily individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Kathleen Fletcher is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2009. She holds a Series 66 designation and is based in Dublin, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Jingnan He is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2020. His prior roles include positions at Meyers Sweet Home LLC and Cam International Market. 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 brokerage and investment management capabilities.

Gary Bowen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Cetera and its affiliates since 2017 and also operates Baltimore Tax & Accounting Center, LLC, where he provides tax returns, bookkeeping, and QuickBooks consultations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Benjamin Osborne is a Series 66-licensed financial advisor with Ameriprise in Worthington, Ohio, and has 20 years of industry experience. He has worked with Ameriprise and its affiliates since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and annual advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jo Hall is an Investment Consultant with experience in financial planning and client relationship management. She has worked in various roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Jo held positions as a Business Relationship Manager at Bank of America (2021-2022) and Branch Manager at The Huntington National Bank (2016-2021). As a working mother to twin girls, Jo understands the importance of balancing life's priorities and is committed to supporting her clients through informed financial planning. She values building meaningful relationships and assisting clients in pursuing their financial goals. Outside of her professional role, Jo enjoys biking, attending concerts, exploring food, gardening, singing, and engaging in activities related to parenthood.

Steven Bauers is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Financial in Columbus, Ohio. His prior roles include positions at Raymond James Financial Services and State Capital LLC. He is also involved with Bauers Financial Group, an investment-related entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of technology tools.

Whitney Logan is a financial advisor at Raymond James Financial with 41 years of industry experience. She has been with Raymond James Financial Services since 1999 and Raymond James Financial since 2009. Logan is president and 50% owner of Logan and Reed Wealth Partners, a company that provides expense-sharing and co-branding services for advisors. She also serves on the advisory board and finance committee of the Logan Family Foundation, which raises funds through a charity golf outing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Nowe is a financial advisor with LPL Financial in Dublin, OH, holding a Series 63 designation and bringing 32 years of industry experience. He spent 26 years at Ameriprise Financial Services, Inc., followed by five years at Ameriprise before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing models, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Chase Fowler is a CFP® professional with three years of industry experience, currently serving at Wells Fargo Advisors. He previously worked at Sound Capital Management LLC for six years and Ameriprise Financial Services Inc. for one year. He also owns and operates CCF Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary research and planning tools.

Brianna Thomas is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 license and 11 years of industry experience. She has worked with Primerica Advisors since 2014 and has prior experience at UPS and Creative Cuisine. Outside of her advisory role, she is involved in a construction business, Pure Remodeling, based in Grove City, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients, primarily as a wrap-fee solution rather than for institutional pension or profit-sharing plans.

Jessica Mc Garvey is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at CUSO Financial Services, LP and KEMBA Financial Credit Union. She is also involved with Kemba Wealth Management, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.

Jamie Vanderwarker is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, Jamie worked at Old National Bank, LPL Financial, and First Midwest Financial Network. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Kimberly Cristofoli is a financial advisor at UBS Financial Services with 31 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC and has operated Cristofoli & Company LLC since 2012. Outside of finance, she writes freelance sports-parenting articles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Amy Edwards is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 12 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that integrate broad retail and institutional offerings.