Casey Daly is a financial advisor at Ameriprise in Columbus, OH, with 20 years of industry experience and a Series 66 designation. Prior to joining Ameriprise in 2026, Daly worked at The Huntington Investment Company for a combined 15 years and spent one year at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Michel is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation and Series 66 license. He has 43 years of industry experience, including 23 years with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company, and has operated Andrew Michel & Associates since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Kimberly Emerson is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by firm-approved tools and modeling techniques.

Alan Grossman is a financial advisor with Edward Jones in Powell, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Grossman serves as a volunteer firefighter with the Porter Kingston Fire District and works as a canine search specialist with Ohio Task Force 1. He is also the owner of Fox Hill Farm K9, a retail pet food and equipment business supporting the K9 search and rescue community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charities. The firm offers a variety of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Daniel Rabady is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Charles Schwab and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Klayton Kenney is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he held positions in various industries including retail and real estate, and maintains a real estate license. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Mark Gamble Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles including positions at JPMorgan Chase Bank and Sojourner Recovery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Benjamin Richards is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at U.S. Bancorp Investments and U.S. Bank. He is based in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and the program includes broader derivatives and commodities capabilities.

Mark Havanec is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been affiliated with Cetera and its affiliates since 2013. In addition to his advisory work, he is the owner of a financial services business operating under State Street Advisors LLC and holds a fixed insurance agent license. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers across various program structures and custodial relationships.

Michael Krieger is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 1998, progressing from a Financial Representative to Vice President Financial Consultant before his current role. Michael focuses on building financial plans tailored to clients' individual definitions of success while cultivating deep family relationships. With over two decades of experience at Fidelity Investments, Michael brings extensive expertise in wealth planning and financial consulting. His career reflects a continuous commitment to guiding clients through their financial journeys. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, fishing, golf, music, and traveling.

Devon Payne is a financial advisor with Robert W. Baird & Co. in Westerville, OH, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2016 and previously worked at Rusty Bucket Tavern for 11 years. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Keith Mc Caslin is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Myra Miley Werry is a financial advisor at Primerica Advisors with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been involved with the Guernsey County Board of DD since 2015. Outside of advising, she receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of advisors and offices, delivering advisory services based on model-driven strategies created by unaffiliated asset managers.

David Connelly is a financial advisor with Edward Jones in Dublin, OH, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dennis Richardson is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. His prior experience includes roles at J.P. Morgan Securities and Nationwide Securities, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory programs supported by a nationwide network of more than 23,700 financial advisors. The firm provides various investment solutions including separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Jonathan Fernandez is a Series 66-licensed financial advisor with eight years of industry experience. He has been with J.P. Morgan Securities LLC since 2018 and previously worked for JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Gregg Ballou is a CFP®-certified financial advisor with 27 years of experience, currently with Raymond James Financial Services Advisors, Inc. in Columbus, OH. He has been with Raymond James since 1999. Outside of his advisory work, he is associated with the Ballou Family Office and Charles H Ballou CFP, where he serves in non-owner roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Aljancic is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is the owner of Aljancic Financial Services LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and delivers tailored recommendations through a combination of research, planning tools, and client meetings.

Jonathan Brofford is a financial advisor at Morgan Stanley in Columbus, OH, with 15 years of industry experience. He holds Series 63, 65, and 66 licenses. His career includes multiple tenures at Morgan Stanley dating back to 2002, along with roles at PNC Wealth Management and a period as a self-employed advisor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Luke Recker is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also has a background in telecommunications through his involvement with Benton Ridge Telephone Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, trust custody, insurance products, and collateralized lending services.