Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

Joshua Yoder is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for J.P. Morgan Investment Management Inc. from 2011 to 2025. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to build diversified portfolios and manages sub-advisory and retirement plan services for a wide range of clients.

Gregory Shumaker is a financial advisor with Wells Fargo Advisors who holds a Series 66 credential and has 16 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory work, he is involved in video editing and creating customized slideshows through a separate business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing its research and planning tools to tailor recommendations for clients.

Lisa Middleton Styers is a financial advisor at Merrill with 33 years of industry experience. She has been with Merrill since 2014 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Burgett is a CFP®-credentialed financial advisor with Edward Jones, based in Sunbury, OH, and has 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products through a nationwide network of more than 23,700 advisors.

Briana Oltmann is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Cetera. Her career includes extensive tenure at Avantax and Charles E. Williams & Associates, where she has held various roles since 2004. In addition to her advisory work, she writes and publishes a blog focused on family, family business, and lifestyle topics and serves on the board of the Mary E. Babcock Foundation, which funds educational and cultural projects in Johnstown, OH. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers.

William Ward is a financial advisor with Osaic Wealth, Inc. based in Westerville, Ohio. He holds a Series 63 designation and has 39 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Cetera Advisor Networks. In addition to his advisory role, Ward owns and operates William E. Ward Insurance Agency, where he has been involved in insurance sales and related services since 1979. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a comprehensive platform offering brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct portfolios incorporating a range of investments while supporting both discretionary and non-discretionary management.

Gary Stout II is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Fidelity and holds Series 63, 65, and 66 licenses. His career includes over two decades with Fidelity Brokerage Services and related Fidelity affiliates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of clients through discretionary and non-discretionary advisory services.

Robert Hetterscheidt is a financial advisor with Edward Jones in Sunbury, Ohio, holding a Series 63 designation and 27 years of industry experience. He has worked at Edward Jones since 1998. Outside of his advisory role, he serves as a board member of finance and chairman of the investment committee for the Catholic Diocese of Columbus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Stephen Pell is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at VOYA Financial Advisors and his own practice, Stephen A. Pell, as well as longstanding involvement with Fidelity Union Life Insurance Company. Pell is also an independent insurance agent and owner of Pell Financial Services, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Kathryn Miller is a financial advisor at UBS Financial Services with 27 years of industry experience. She has worked at several firms, including RBC Capital Markets and Benefitscorp Equities, Inc. Outside of her advisory work, she serves as Treasurer for the Johnstown High School Big Red Band, reviewing financial statements and reporting to the board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Anthony Cisco is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he works as a mortgage broker and an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jennifer Hamilton is a financial advisor with LPL Financial in Utica, Ohio, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments LLC and has been involved with Legend Financial Services since 2022. In addition to her advisory roles, she is also employed by Nationwide Children's Hospital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Vince Finney is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 23 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, Finney is involved with the Finney Foundation, which issues grants to various charities, and serves as a committee member for the Liberty 2040 Community Committee focusing on local recreational and youth programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lewis Cropper is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Charles Schwab and Edward Jones, as well as various positions outside the financial industry, including engagements with Kenyon College, the Aberdeen Ironbirds, and the Jewish Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of advisors and branches.

Long Tan is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also involved with Legend Financial Services, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a wide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Brian Van Winkle is a financial advisor with Edward Jones in Mt Vernon, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and manages several commercial rental properties in the Mount Vernon and Bladensburg areas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Travis Beckett is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on providing clients with personalized financial advice, emphasizing tax-efficient investing and charitable giving aligned with clients' core values. Before joining Fidelity, Travis worked at J.P. Morgan Chase Bank N.A. from 2018 to 2023. He served as a Private Client Banker from 2018 to 2022 and then as a Private Client Financial Advisor from 2022 to 2023. During his tenure, Travis guided families through complex markets and purposeful financial planning. Outside of his professional career, Travis enjoys activities such as CrossFit, golf, spending time with his family, and social events with friends.

Johnie Barker II is a financial advisor with Edward Jones in Westerville, OH, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a non-scientist board member on the Ethics Committee of American Research Labs, providing guidance on participant engagement and study materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Fellers is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2020 and previously spent nine years at Edward Jones. Outside of her advisory role, she serves as president of Trailhead Financial Partners, an independent insurance agency, and is a board secretary for the Commerce Village Condo Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, supporting both discretionary and non-discretionary strategies across multiple platforms.