Christi Noren is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2024. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Jeffrey Daniels is a Senior Vice President and Wealth Management Advisor with The Barcza Group at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, and retirement income. Jeffrey works closely with clients to design and manage investment portfolios, conducting thorough due diligence on money managers and mutual funds, while providing strategies for retirement and estate planning. Jeffrey holds a bachelor's degree in finance from The Ohio State University and is a CERTIFIED FINANCIAL PLANNER® (CFP) as well as a Personal Investment Advisor (PIA). A lifelong resident of Ohio, he began his career with Merrill Lynch in 1994. Outside of work, Jeffrey is actively involved in his community, serving as head coach at St. Michael's Church since 1997 and as a member of Rotary since 2008. He enjoys cooking, golfing, traveling, and spending time with his family.

Kelly Burke is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Dublin, OH, Burke holds a Series 63 license and has worked primarily with LPL Financial throughout their career. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Devin Chambers is a ChFC® credentialed financial advisor at Raymond James Financial with eight years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2016, including a period at Logan Financial Group from 2016 to 2023. Chambers is also involved with Logan + Reed Wealth Partners in a non-investment administrative role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

James Fisher is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 19 years of industry experience. He worked at Metlife Securities, Inc. from 2007 to 2017 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also the owner of Fisher & Puckett Financial, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements using analytical tools and event-driven planning services.

Caitlin Minneci is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at firms such as Janney Montgomery Scott, Northwestern Mutual Investment Management, and Apollon Wealth Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Erin Luckhaupt is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and BB&T Securities. Luckhaupt is based in Columbus, OH and has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate agreements.

Sunny Reed is a financial advisor with Primerica Advisors in Lewis Center, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Sunny worked at DirecTV LLC and AT&T. Outside of advisory work, Sunny is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

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.

Michele Behling is a CFP® with 15 years of experience in financial advisory. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Morgan Stanley from 2015 to 2019. Outside of her advisory role, she is the owner and designer of CheleAllaModa, an online business selling clothing and home goods. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Aman is a financial advisor with J.P. Morgan Securities in Gahanna, Ohio, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked within various divisions of JPMorgan since 2013 and owns Aman Assets, LLC. 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 non-discretionary advisory model.

Courtney Vysocky is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also serves as a FINRA arbitrator, resolving securities-related disputes. Outside of her advisory work, she is involved in nonprofit governance as a board member for the Cougar Wrestling Club and the Children's Craniofacial Association. 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Justin Kuntz is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 19 years of experience with UBS. He also works as a shift manager at a local Pizza Hut, assisting with administrative duties and working one shift per week. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Charmian Todd Boyd is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Columbus, OH. She previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Mc Kenzie Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in helping families and individuals plan for retirement and manage their wealth, offering services that include college education planning, legacy planning, personal retirement planning, portfolio management, and strategies focused on women and wealth. Her approach involves working closely with clients to develop personalized financial strategies aimed at achieving their long-term goals. Allen leads a team of advisors and specialists dedicated to guiding clients through major life events such as starting a family, financing a home, preparing for retirement, and job transitions. She emphasizes providing comprehensive customer service and financial education, particularly for clients in the Mid-Ohio Valley, where she grew up. She holds a Bachelor's Degree from Ohio University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In addition to her professional commitments, Allen is active in her community, serving on the board of the Marietta Noon Rotary Club and participating in organizations such as Camp Boost - Summer Treatment Program. She enjoys outdoor activities including gardening, hiking, snowboarding, water skiing, kayaking, and boating on the Ohio River, as well as spending time with her family and friends.

Robert Piazza is a financial advisor with Raymond James Financial in Dublin, Ohio, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been a partner at Robinson, Piazza & Jones LLC since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

William Holt is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with UBS since 2002. Holt serves on the boards of The State Convention of Baptists in Ohio and The LifeWise Foundation, contributing to charity governance and fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations with research from its Chief Investment Office to tailor client plans. The firm offers a broad platform that includes wealth management, institutional trading, and capital markets services.

Paul Swift is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding the Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Company, Hornor Townsend & Kent LLC, and Ohio National Financial Services. Outside of his advisory role, Paul serves as President and CEO of The Upstream Group, which focuses on insurance sales, and volunteers as a financial literacy instructor with the Association of Financial Educators. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning supported by firm-approved analytical tools and offers a range of educational seminars and specialized planning programs.

David Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and totaling 15 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also maintains substantial ownership interests in two investment-related businesses, Thompson Capital, Inc., and Thompson Financial LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.