Ethan Kelly is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work includes positions at UBS Financial Services Inc. and Heartland Bank, as well as roles outside finance such as at Urban Meyer’s Pint House and Leo’s Ristorante. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management styles.

Nathaniel Maldonado is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Mary Day is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jerry Derhodes is a financial advisor with Primerica Advisors based in Dublin, OH. He holds a Series 63 designation and has 10 years of industry experience. His career includes service with several county boards of elections and work at PFS Investments Inc. since 2016. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies through a large network of advisors and manages approximately $15.5 billion in assets under management.

David Needs is a financial advisor with Primerica Advisors in Galena, Ohio, holding 15 years of industry experience. He has been with Primerica Advisors since 2010 and previously worked with Primerica Financial Services starting in 2009. Outside of advisory work, he is an owner and partner of Camelad LLC, a business not related to investments. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Brian Peters is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Tara Johnson is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank for 21 years. She serves as a director for the Upper Arlington Civic Association, a voluntary unpaid role focused on fundraising for community events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory and custody services.

Michael Koehler is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991 and previously worked at Diamond Mowers, Inc. and Blue Diamond Attachments. Outside of advising, he operates a self-employed business under the name Results by Mike. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and implementation services delegated to BNY Mellon Advisors.

Robert Jobe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Co. and Equitable Advisors, as well as work in education and municipal service in Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Drew Witchousky is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Bluestone Wealth Partners, Lincoln Financial Advisors, and Nationwide. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios, research, and technology-based solutions.

James Gleason is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and algorithmic tools overseen by specialized teams.

Lawrence Elovitz is a Series 66-licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at PNC Bank from 2011 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Ayesha Rinehart is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, Key Investment Services, KeyBank, The Huntington National Bank, and Fifth Third Bank. Outside of her advisory work, she is a part owner of a small wine bistro and restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Julia Osborn is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at JP Morgan Chase for five years and was employed at Miami University for four years. Osborn is also involved with COLAMP LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Joseph Swaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Stacy Asbury is a financial advisor with Charles Schwab in Grove City, OH, holding Series 66 and Series 63 licenses and bringing three years of industry experience. Prior to joining Charles Schwab in 2022, Stacy worked in the hospitality sector at Hilton and Einstein Bros. Bagels. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, combining multi-asset model portfolios and comprehensive due diligence on alternative investments.

Brent Coakley is a Series 66-registered financial advisor with UBS Financial Services in Columbus, OH, where he has worked since 2003, bringing 27 years of industry experience. He serves clients through a combination of brokerage and investment advisory services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jesse Langley is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch and MXD Group. Outside of finance, Langley teaches boxing fitness classes at Title Boxing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ishawn Yajnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with J.P. Morgan Securities since 2019 and has also worked at JPMorgan Chase Bank, N.A. since 2016. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Phillip Lovegrove is a CFP® professional with 22 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc Securities Corp from 2016 to 2023. In addition to his advisory role, he is president of Planner Two LLC, which manages operational duties such as payroll and office leasing. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a network of affiliated advisers. The firm offers a range of investment advisory services and utilizes various tools and third-party platforms to construct and manage portfolios across multiple asset classes.