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 with LPL Financial, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes roles at Allstate Insurance Company, Principal Financial Services, and his own firm, Donahey Financial Group. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial in Westerville, Ohio. He holds a Series 66 credential and has 10 years of industry experience. His prior work includes roles at JP Morgan Securities and Wells Fargo Advisors. 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, and institutional platforms, supported by technological tools for operational and research purposes.

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 the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and advisor tools.

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 with Cetera, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She previously worked at Avantax Advisory Services and Bodine Perry LLC and has owned ClearGuide Financial & Tax Services since 2015. Kuhtenia serves on the Board of Trustees and as Treasurer for Destination Delaware County Ohio and is a board member of the United Pentecostal Foundation. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Bullock is a CFP®-certified financial advisor with Edward Jones in Mt Vernon, OH, bringing eight years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Washington University in St. Louis and Postmates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large network of financial advisors and branch offices.

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 in Mount Vernon, Ohio, holding the Series 66 designation and bringing four years of industry experience. Prior to his advisory role, he served 17 years with the United States Navy and the Defense Finance and Accounting Service. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Edward Bacher III is a CFP® with 18 years of industry experience, currently serving at LPL Financial since 2022. He previously worked at VOYA Financial Advisors and Voya Financial Partners, accumulating a total of 10 years with those firms. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, leveraging a large network of advisors and multiple platform options.

Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. 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 broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

Rachel Unangst is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles in healthcare and rehabilitation services and is also involved with Easy Peasy Lemonade LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets.

Joshua Yoder is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked for J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. for 14 years before joining Fisher Investments in 2025. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative screening and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Gregory Shumaker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Wells Fargo Clearing since 2009, with recent tenure at Wells Fargo Advisors Financial Network beginning in 2026. Outside of his advisory role, he is involved in video editing and customized slideshow production through a small business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial product offerings and has a comprehensive menu covering various specialized planning needs.