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.

Bradley Starcovic is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Martini Modern Italian from 2014 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Beth Sparks is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2003. Outside of her advisory role, she is a part owner of two Buffalo Wild Wing restaurant real estate properties and a minority partner in a surface maintenance business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a diverse set of portfolio management strategies.

Edward Snyder is a financial advisor at UBS Financial Services in Columbus, OH, with 23 years of industry experience. He has been with UBS since 2006 and holds a Series 66 designation. Outside of his advisory role, he serves as an outside consultant and sales advisor for Tropical Foods. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

William Aurand is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and previously worked at JPMorgan Chase Bank from 2012 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Molinaro is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 19 years of industry experience. His career includes multiple tenures at Morgan Stanley, as well as positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and The Huntington Investment Company. Outside of his advisory work, he serves as Treasurer and board member for the Willow Brook Crossing Homeowners Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of investment programs across retail and institutional segments.

Kyle Mawhorr is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he owns a commercial and residential lawn service business and manages an agriculture-related company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Deserae Lukowski is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct relationships and corporate financial planning agreements.

Jonathan Groleau is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013, including work with Thrivent Financial for Lutherans since 2014. He is involved in identifying commercial space to house his office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning across various topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Jason Gernstetter is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christa Mcgrew is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has worked within various branches of Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Candace Dukes is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 13 years of industry experience. Her prior work includes positions at Phillips Edison & Co, LSI Industries Accounting Principals, First Star Logistics, Accountemps, and Pfs Investments Inc. She is also the author of "Stewardship - Is It Just About Money?" Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional pension or profit-sharing plans.