William Culver is a financial advisor at Stifel with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Stifel, he worked as an independent contractor and has a background in education with Pickerington Local Schools District. Outside of his advisory role, he serves as head boys volleyball coach at Pickerington High School, is treasurer of the Friends of the Parks Board in Lancaster, and participates in the Rotary of Lancaster Ohio Service Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.

Jesse Etter Jr. is a financial advisor with LPL Financial in Reynoldsburg, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is a notary public and has engaged in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brett Coffing is a CFP® with 22 years of experience in financial advising, all with Edward Jones since 2004. He holds the Series 66 designation and is based in Pickerington, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of more than 23,000 financial advisors.