Franklin Giovannelli is a Series 66 credentialed financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Securities LLC from 2016 to 2022. Outside of his financial advisory role, Giovannelli serves as a council member for the village of Hebron, OH, and is involved in repairing and restoring video games through two retail operations consolidated under an LLC he is establishing. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities beyond advisory services, including a trust company and securities-based lending.

Jennifer Lucus is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as secretary on the boards of FP LLC and Capitol Tunneling. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic tools and oversight committees.

William Lamar is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2000. 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.

Hoai Tran is a financial advisor with Edward Jones based in Lancaster, OH, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Edward Jones, Tran spent eight years at The Ohio State University and one year at Sinclair Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors across 15,000 branch offices.

Vonna Wright is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at L’Oréal from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Amy Hoovler is a financial advisor with Cetera and holds a Series 66 designation. She has 11 years of industry experience and has been affiliated with Cetera Advisors LLC since 2014. Outside of her advisory work, Hoovler serves as the Director of Music at Pataskala United Methodist Church and holds leadership roles on the boards of local nonprofit organizations, including the Southwest Licking Educational Foundation and the Buckeye Valley Family YMCA. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse investment program options and serves more than 800,000 clients through its network of over 10,000 advisors.

Andrew Brate is a financial advisor with Ameriprise in Baltimore, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory work, he serves as Financial Secretary on the board of Faith Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Bauers is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Raymond James Financial and led Bauers Financial Group from 2005 to 2023. 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 utilizing model portfolios, third-party managers, and customized strategies, supported by a large network of advisors and extensive non-advisory financial services.

Kevin Gegorski is a financial advisor with Ameriprise in Gahanna, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC and an outside investor in a fintech startup. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Heman Acharya is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Kraft Heinz. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Bradford Tharp is a CFP® professional with 39 years of experience, currently affiliated with LPL Financial since 2000. He sells non-variable insurance products through multiple carriers and operates a genealogy business focused on Colonial America research, working as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with various portfolio strategies and technology tools.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities and affiliated JPMorgan Chase entities since 2013. 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 recommendations.

Jacob Butler is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fifth Third Securities, Inc. Outside of his advisory role, he assists with the quarterly tax payments for a family-owned hair salon business. 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.

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.

Bryan Duty is a financial advisor with LPL Enterprise, holding a Series 66 credential and with 10 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Morgan Stanley. He is also involved with entrepreneurial ventures such as Room with a View 4U and Oak Meadow Homes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and trustee services.

Nicholas Rupert is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at KEMBA Financial Credit Union and CUSO Financial Services, LP. He is also involved with Kemba Wealth Management, a DBA related to his LPL business. 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, with advice delivered through a network of investment adviser representatives.

Joshua Young is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at UBS Financial Services since 2012. He is based in Gahanna, Ohio, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family LLC focused on estate planning and asset protection and provides financing information to support his wife's real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management. The firm integrates proprietary research and institutional trading capabilities within its wealth management platform.

Madelynn Banaszak is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Chant’a Lindsey is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC, Nationwide Financial, Amazon, and Abercrombie and Fitch. Outside of finance, she works as an Uber Eats delivery driver. 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 a network of over 22,800 advisors.