Timothy Mcgarvey is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate tailored retirement-income advice.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities for nine years. Outside of finance, he was involved with Captain Rick's Scuba Diving from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Matthew Goedde is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Charles Kern is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He has worked at several firms including Charles Schwab & Co., Northwestern Mutual, and KeyBank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Brian Harrison is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including roles at AVISAE and JPMorgan Chase Bank, NA. Harrison is based in Grove City, Ohio. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.

Peter Dunlap is a financial advisor with Ameriprise Financial Services LLC in Dublin, OH, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at CCO Investment Services Corp. for 13 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data to inform its strategies, with distinctive enrollment criteria and specific investment product relationships.

Nancy Knapp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Christopher Cooley is a financial advisor at Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 designations with two years of industry experience. His prior work includes roles at J.P. Morgan Securities and several years in the real estate and retail sectors. 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 services both directly to individuals and through corporate financial planning agreements.

Kyle Sanford is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, while also managing fund advisory and consulting services.

Mark Havanec is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been affiliated with Cetera and its affiliates since 2013. In addition to his advisory work, he is the owner of a financial services business operating under State Street Advisors LLC and holds a fixed insurance agent license. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers across various program structures and custodial relationships.

Jonathan Cosner is a Series 66-licensed financial advisor with 10 years of industry experience, currently practicing at Charles Schwab in Columbus, OH. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, Nationwide Investment Services Corporation, and Young Wealth Management. Outside of financial advising, he creates and sells educational content on the online platform teacherspayteachers.com. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investments within an integrated operational structure.

Myra Miley Werry is a financial advisor at Primerica Advisors with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been involved with the Guernsey County Board of DD since 2015. Outside of advising, she receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of advisors and offices, delivering advisory services based on model-driven strategies created by unaffiliated asset managers.

David Connelly is a financial advisor with Edward Jones in Dublin, OH, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ashton Texas is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has been with Equitable since 2023. His prior work includes roles in various sectors such as security, retail, and university residential living. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through partnerships with LPL and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Gregg Ballou is a CFP®-certified financial advisor with 27 years of experience, currently with Raymond James Financial Services Advisors, Inc. in Columbus, OH. He has been with Raymond James since 1999. Outside of his advisory work, he is associated with the Ballou Family Office and Charles H Ballou CFP, where he serves in non-owner roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Aljancic is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is the owner of Aljancic Financial Services LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and delivers tailored recommendations through a combination of research, planning tools, and client meetings.

Julie Workman is a financial advisor with LPL Financial in Westerville, OH, holding a Series 66 designation and four years at LPL following six years at Edward Jones Investments. She has a combined 11 years of experience in the financial industry and previously worked in home health services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced management technologies.

Susan Koski is a CFP® with 18 years of industry experience, currently affiliated with Thrivent Investment Management since 2021. Her prior experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as Secretary for the Depp Elementary PTO Board, where she helps coordinate communications and activities for the school community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial plans without discretionary account management. The firm integrates planning with managed-account programs under a consolidated billing option but maintains separate planning and investment services.

David Irish is a financial advisor at Stifel based in Dublin, Ohio, with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee at Our Lady of Lourdes Catholic Church, volunteers with Saint Vincent De Paul focusing on assisting the elderly, and is an usher at Ohio State University home football games. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.