David Scott is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Vertiv Co and American Income Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Anzhelika Prosise is a financial advisor with Ameriprise Financial Services and holds the Series 63 and Series 66 designations. She has six years of industry experience, including prior roles at The Huntington Investment Company and Huntington National Bank. In addition to her advisory work, she has been involved with Tn Express LLC since 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools within a managed product ecosystem.

Charles Gocken is a financial advisor with Raymond James & Associates in Bexley, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked for the State of Ohio from 2015 to 2017. Outside of his advisory role, he is a partner in Tennis Ltd, a business he co-owns with his wife. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and a range of portfolio management options.

Bruce Dye Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he owns a non-investment-related business called American GBAC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive tools and resources for its network of over 22,800 advisors.

Brian Sweeney is a financial advisor with LPL Financial in Columbus, OH, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Raymond James Financial, PNC Wealth Management, and Merrill. Outside of his advisory role, he is involved with Greyson Tax & Consulting as a tax consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing multiple strategies including model portfolios and third-party subadvisors.

Ryan Puckett is a CFP® with 19 years of industry experience, currently affiliated with MassMutual Investors Services and MassMutual Life Insurance Co since 2009. He holds Series 63 registration and operates out of Dublin, OH. Outside of his advisory role, he owns and consults through Dynamic Family Office, LLC, providing business consulting focused on strategic alliances and exit strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools and provides specialized offerings including divorce and estate-settlement planning.

Mitchell E. Lothes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2016 and is also associated with TLKUK LLC since 2022. In addition to his advisory role, he is a partner and consultant on the financial operations of Liberty Ophthalmology and a partner in Visus Clarus, Lucrum Certum, both non-investment-related business ventures. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lubin Chamie Townsend is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked for Edward Jones for 12 years. Outside of his advisory role, he is an author, educator, podcaster, and speaker, and serves as a board member of a culinary networking organization. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Melissa Holding is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Ameriprise, she worked at firms including The Huntington Investment Company and Truist Advisory Services. She serves as a board member for IF: Gathering, an organization focused on supporting women in their faith, and is vice-chair and strategy committee chair for Carmel Christian School, where she helps guide the school’s strategic planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Perry is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and Kemba Financial Credit Union. He has also been affiliated with The Ohio State University Golf Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abigail Elwer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Parkland Securities, LLC. Outside of her financial career, Abigail is involved in a scrapbooking and crafting business, Creative Memories, where she sells supplies and hosts retreats. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning through approved tools and offers both direct client services and corporate financial planning agreements.

William Zerkle is a financial advisor with Cetera who holds a Series 63 designation and has 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and also has a long tenure with SL Pierce Agency dating back to 2001. Outside of his advisory work, he owns and manages College Funding Solutions of Ohio, LLC, a college funding and financial aid consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple investment program options through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Sammie Koch is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Sammie worked in roles including at Topgolf, the Auditor of State, and at Findlay Country Club. Sammie has also been involved in academic settings at Columbus State Community College and the University of Findlay. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, while clients retain responsibility for plan implementation.

Joe Pinzone is a CFP® professional with seven years of experience in financial advising, currently with Edward Jones in Columbus, OH. His work history is primarily with Edward Jones, spanning from 2018 to the present with a brief period of unemployment between assignments. 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, with a large network of advisors and branch offices across the United States.

Thomas Birkley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013, with prior experience at PNC Wealth Management and CUSO Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Shawn Mccoy is a Certified Financial Planner® with 29 years of industry experience. He has been with Ameriprise since 2009, currently serving as a financial advisor at the firm. Outside of his advisory role, he is involved with a business ownership entity related to property management. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, primarily for clients who maintain accounts managed by Ameriprise.

Douglas Booth is a financial advisor with Thrivent Investment Management in Worthington, Ohio, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2017 and Thrivent Financial since 2018, with a brief period of self-employment and unemployment prior to that. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a variety of financial planning topics. The firm’s approach separates planning from managed-account services and does not include portfolio management for institutional clients.

Joseph Leonetti Jr. is a financial advisor at Ameriprise with 29 years of industry experience, including 28 years at The Huntington Investment Company. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Vice President of the Orange Baseball Boosters and coaches 8th grade baseball at Berkshire Middle School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides tailored, tax-aware withdrawal strategies and ongoing advice.

Wayne Niles is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and operates a multi-manager platform with diverse investment program options.

Patrick Henry is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Edward Jones in Columbus, OH. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries and American Signature Inc. 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 strategies supported by a large nationwide network of financial advisors and branch offices.