Shannon Montell is a financial advisor with Ameriprise in Heath, OH, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ameriprise in 2026, Shannon worked at The Huntington Investment Company, Morgan Stanley, and JP Morgan Securities LLC. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Ritter is a financial advisor with Thrivent Investment Management in Reynoldsburg, Ohio. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Ritter serves as President Emeritus of Bike Buckeye Lake, a local organization focused on developing bike and walking paths around Buckeye Lake, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Paul Kersell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2001. Outside of his financial career, he is involved as an owner and partner in a land maintenance business under a cost-sharing contract with the Natural Resources Conservation Service of Ohio. 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, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrea Litzenberg is a financial advisor at Edward Jones with over 10 years of industry experience, including two separate tenures at Edward Jones and a year at Morgan Stanley. She holds a Series 66 designation. Outside of her advisory role, she serves as a notary signing agent, assisting clients with mortgage loan closings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Derek Sears is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services for nine years and has been associated with KEMBA Financial Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trevor Steyn is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles across logistics, healthcare, and consulting firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Jeffrey Buchwalter is a financial advisor at Edward Jones in Lancaster, OH. He holds a Series 66 designation and has recently transitioned to financial advising after 37 years at Bell and Howell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Kelley Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves as a trustee for the John J Kelley Foundation and is a board member of the South Central Power Foundation. He is also the manager of JAMB3 LLC, a local LLC that owns and rents commercial property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, serving both non-high-net-worth and high-net-worth households, and operates under a fiduciary standard.

Joseph Leighton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his financial advisory work, he serves as a pastor at Salem Chapel Church of the United Brethren in Christ in Junction City, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Michael Mc Ginnis is a financial advisor at Edward Jones in Gahanna, OH, with eight years of industry experience. He holds the Series 66 designation and previously worked at American Municipal Power. He has been with Edward Jones since 2017. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryce Long is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at RKCA, Inc., Investment Distributors, Inc., and Protective Life Insurance Company. He is also employed part-time in tax preparation services outside of his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Wynn is a financial advisor with Primerica Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs an operational model centered on tiered wrap fees and independent due diligence.

Tyler Ross is a financial advisor with LPL Financial in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at KeyBank, Fifth Third Bank, and Telhio Credit Union. Outside of his advisory work, he owns Tyler's Collectible Group, LLC, a business focused on buying and selling cards and collectibles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Joshua Gordon is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate personalized retirement income recommendations.

Steven Ervin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Voya Financial Advisors and CoreCap Investments. Prior to his financial advising career, he managed Ervin Brothers Janitorial Inc. for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Jesse Etter Jr. is a financial advisor with LPL Financial in Reynoldsburg, Ohio, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2012, he worked for PRUCO Securities, LLC for 12 years. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party managers and institutional platforms.

Brett Coffing is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Leon Leither is a CFP® professional with 26 years of industry experience. He has been the sole advisor at Leither's Financial Planning, Inc. since 1991. Leither's Financial Planning, Inc. is an independent, single-advisor firm serving a small group of high-net-worth clients with individualized financial planning and portfolio management services. The firm maintains a very concentrated client roster and does not manage custodial assets, distinguishing its business model from many independent advisors.