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.

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.

Timothy Kemper is a financial advisor with Raymond James & Associates, Inc. in Dublin, Ohio, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James for 20 years. Outside of his advisory role, Kemper is the owner and operator of a grain farm and has served on the Rush Township Zoning Board. 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 individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Michael Teller is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services and JPMorgan entities. He is also an independent contractor for FINRA, where he is seeking approval to serve as an arbitrator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pensions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Douglas Krantz is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding Series 66 and Series 63 licenses with nine years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities dating back to 2017, as well as previous employment at AT&T. Outside of finance, he was involved with the Northeast Storm Hockey Club for five years. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework for investment recommendations.

Cary Allion is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and nine years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and has been affiliated with RE/MAX Achievers since 2007. Outside of advising, he owns Sports Official/Cary W. Allion and Wynne Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure rather than fixed fees.

Edward Sommer III is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Securities America Advisors, and INVEST Financial Corp. Outside of his advisory role, he is involved in several business ventures, including ownership positions in insurance services and other business entities. 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, retirement planning, and brokerage services supported by in-house and third-party research.

Wayne Niles is a financial advisor with Cetera, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform supported by over 10,000 advisors and more than $256 billion in assets under management.

Patrick Henry is a financial advisor at Edward Jones in Columbus, OH, holding the CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries, American Signature Inc, and Avnet Technology Solutions. 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 investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brittany Wagner is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at National Christian Foundation - Ohio and Smallcakes Cupcakery, as well as an eight-year tenure at River Radio Ministries. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michelle Steinhaus is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2011. Outside of her advisory role, she is a notary public and an ordained minister who has officiated at least one wedding. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for its clients.

Nicholas Miller is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He previously worked at Morgan Stanley for seven years and has experience with MassMutual Life Insurance Company. Outside of finance, he was involved in Grand Prix Karting for five years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved software and a range of specialized programs.

Rachel Monfort is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and previously worked at Huntington Investment Company and Huntington National Bank for over 20 years. Outside of advisory work, she serves on the Finance Committee and Board of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Tom Zentz is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2007. Outside of his advisory work, Zentz serves as a deacon on the Board of Directors at Maranatha Baptist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Mark Randall is a financial advisor with Ameriprise in Plain City, Ohio, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in business ownership activities outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

George Jackson is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 credential and bringing 26 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He serves on the board of the National Football Foundation, where he participates in board meetings and helps organize an annual banquet and fundraiser. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations, generally advising on investment categories and strategies without direct investment discretion.

Andrew Wasserstrom is a financial advisor at Edward Jones in Columbus, OH, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 21 years with Advance Sign Group, where he remains a 5% minority owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Dennis Ross is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including J.P. Morgan Securities and multiple Cetera entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology.

Matthew Besier is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at e-Cycle LLC from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.