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 advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held positions at JPMorgan Chase Bank and Wendy’s. J.P. Morgan Securities 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.

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, Ohio, holding Series 63, 65, and 66 designations with 14 years of industry experience. He was self-employed from 2012 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.

Luke Recker is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and he has involvement with Benton Ridge Telephone Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Julie Workman is a financial advisor with LPL Financial in Westerville, OH, holding a Series 66 designation and four years at LPL following six years at Edward Jones Investments. She has a combined 11 years of experience in the financial industry and previously worked in home health services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced management technologies.

Adoo Chia Kur is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Adoo develops strategies to help clients pursue their short-, mid-, and long-term financial goals. He provides guidance on investing, retirement planning, and saving for unexpected expenses, and facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Adoo holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. Outside of his professional responsibilities, Adoo enjoys cooking, football, interior decorating, music, pickleball, soccer, spending time with his family, watching movies, and practicing yoga.

Susan Koski is a CFP® with 18 years of industry experience, currently affiliated with Thrivent Investment Management since 2021. Her prior experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as Secretary for the Depp Elementary PTO Board, where she helps coordinate communications and activities for the school community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial plans without discretionary account management. The firm integrates planning with managed-account programs under a consolidated billing option but maintains separate planning and investment services.

Stanley Weiland is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Eaton Vance. He is also involved in health insurance sales outside of his advisory work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

David Irish is a financial advisor at Stifel based in Dublin, Ohio, with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee at Our Lady of Lourdes Catholic Church, volunteers with Saint Vincent De Paul focusing on assisting the elderly, and is an usher at Ohio State University home football games. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Aaron Cohen is a financial advisor with LPL Financial based in Columbus, OH, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior roles include positions at HSBC Securities, KeyBank, Citizens Bank, and Mutual of Omaha. Outside of his advisory work, he is involved in a non-investment related business, Buffalo Advertising. 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, supported by research and model portfolios.

Aaron Murphy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2014 and at J.P. Morgan Chase Bank NA since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Phillip Alexander is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with Wells Fargo Advisors in Dublin, Ohio. His prior roles include positions at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Alexander is also involved in managing investment-related businesses, including ownership interests in TRI-OAK Financial, LLC and Phil Alexander, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to deliver tailored recommendations. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning.

Michelle Kuhtenia is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Avantax Advisory Services and Bodine Perry LLC prior to joining Cetera. Kuhtenia is also involved in community service as a board member and treasurer of Destination Delaware County Ohio and serves on the board of the United Pentecostal Foundation, a public charity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.