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 with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory work, he serves as an outside consultant and salesperson for Tropical Foods. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, integrating proprietary research and model-based asset allocations to tailor investment plans.

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.

Kyle Mawhorr is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and LPL Financial since 2012. Outside of his advisory role, he owns JLK Companies, LLC, which provides commercial and residential lawn services and operates an agriculture-related business. 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, combining a broad advisory framework with various non-advisory financial services.

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.”

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.

Timothy Mardas is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to tailor implementation through brokerage or advisory programs.

Lori Hoefler is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 licenses and with 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC across multiple terms since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research to support its services.

Branden Joe is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Alliance Bernstein and held various roles in the healthcare sector. He serves as a board member of the Upper Arlington Education Foundation, a nonprofit supporting student initiatives outside the local school district’s budget. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Christopher Wilkin is a CFP® professional with 14 years of industry experience, currently serving at Osaic since 2023. He also holds the position of Director of Financial Planning at Vorisek Financial Corporation. Wilkin is a board member of Help I Need Transportation, a nonprofit that provides cars and car repairs to those in need in the Central Ohio area. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, through a broad network of advisers offering brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and portfolio management strategies incorporating a range of investment options to meet client goals.

Kristen Mc Kelvy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers customized advice on asset allocation, investment manager searches, and performance reporting, applying an ESG eligibility framework in its recommendations.

Larry Behum is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he is an owner and partner of Labmark Exteriors, LLC, a residential construction business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Darrin Wirhouski is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and more than 26 years of industry experience. He has been with Cambridge since 2011, serving in advisory roles primarily through their affiliated entities. Outside of advising, Gill is a musician who performs guitar and vocals at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and solutions, with both discretionary and non-discretionary strategies tailored to client objectives.

Anthony Miller II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining Cambridge in 2020, he worked at Morgan Stanley for 10 years. He is also involved with Miller Financial Services as an independent insurance agent and serves as Vice President at Miller Financial Private Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based strategies tailored to client objectives.

Brent Yekisa is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2025 and previously spent 15 years with Edward Jones. He is based in Dublin, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Queen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 48 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2011. Outside of his advisory work, he is involved in property management and is a partner in a building management business in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, proprietary model strategies, and access to third-party managers.

Travis Cremeans is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns a private LLC used for tax purposes and business expenses. Ameriprise offers a retirement-income planning service primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.