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.

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.

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.

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.

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.

Kelly White is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with 10 years of industry experience. White has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

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.