Scott Dye is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has worked at firms including Cavanal Hill Investment Management and Waddell & Reed. Outside of his advisory role, Scott serves as a head youth football coach at Columbus Academy in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Adelbert Duffy is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked previously at United Federal Credit Union and Cuso Financial Services, LP. He serves as a board member of the Mount Carmel Foundation, a nonprofit organization based in Columbus, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Susan Sukys is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018, following 13 years at Money Concepts Capital Corp. Outside of her advisory role, she serves as a leadership council member and chair of the Knox County Area Activity Council for the National Federation of Independent Business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent professionals, utilizing various portfolio management platforms and both proprietary and third-party strategies.

David Kallenberg is a financial advisor with Raymond James & Associates in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2019. 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 wide range of clients including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and multiple portfolio management styles.

Albert Donahey is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2019. His prior experience includes owning Donahey Financial Group and working at Allstate Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Orrin Nordstrom is a financial advisor with Edward Jones in Westerville, OH. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked at J.P. Morgan Securities for 14 years and has been associated with Kohl, LLC since 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Bullock is a CFP® professional with 33 years of experience at Edward Jones, where he has worked since 1992. He is based in Westerville, OH. Outside of his advisory role, he operates a personal training business and serves on the board of Uptown Westerville Inc. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Timothy Nemecek is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is the founder of Ravenoch Studios, LLC, a music production business involved in recording and licensing music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Ryan Shenigo is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities from 2016 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various portfolio strategies.

Denise Cross is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Delaware City Schools and Meijer. Outside of her advisory role, she serves as vice president, treasurer, and secretary of a family-owned rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,000 advisors.

Joshua Lambert is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019, following 14 years at Ameriprise Financial Services, Inc. Lambert is also licensed as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Tyler Donahue is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and two years of industry experience. His career includes roles at PNC Investments, PNC Bank, JP Morgan Chase, and American Sanitary Supply. Outside of finance, he has experience working in the restaurant industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sara Mankins is a financial advisor at Edward Jones in Mt Vernon, OH, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of her advisory role, she is involved as a distributor for a vitamins and health supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated services, supported by a large nationwide network of advisors and branch offices.

Noah Clawson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and Sodexo, as well as several years in education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called WealthPlan.

Michelle Kuhtenia is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Avantax Advisory Services and Bodine Perry LLC prior to joining Cetera. Kuhtenia is also involved in community service as a board member and treasurer of Destination Delaware County Ohio and serves on the board of the United Pentecostal Foundation, a public charity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Bullock is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Mt Vernon, OH since 2018. His prior work includes roles at Postmates, Washington University in St. Louis, and Dakota Grizzly. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marcus Williams is a CFP® with 13 years of industry experience and is currently an advisor at Fisher Investments. He previously worked at JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. outside of his advisory role, he is involved in managing rental properties. Fisher Investments serves a global client base including institutional and high-net-worth clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies.

Jason Spray is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he served 17 years in the United States Navy and the Defense Finance and Accounting Service. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Edward Bacher III is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to joining LPL Financial, he worked for eight years at VOYA Financial Advisors. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.