Bryce Long is a financial advisor at Ameriprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including RKCA, Investment Distributors, Protective Life Insurance Company, and Fifth Third Bank. In addition to his advisory work, he is employed part-time with JC & Co. as a tax preparer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Josh Dannemiller is a Financial Consultant currently working at Fidelity since 2022. He collaborates with individuals and families to design and implement financial plans aimed at meeting their financial goals. Prior to this role, he served as a Financial Advisor at Merrill Lynch from 2020 to 2022 and worked as a Product Specialist at Huntington Financial Advisors from 2017 to 2020. His professional experience spans various facets of financial advising and product specialization. Outside of his professional career, Josh enjoys spending time with friends, attending social events, watching movies, engaging in outdoor adventures, parenthood, reading, and traveling.

Richard Wynn is a financial advisor with Primerica Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs an operational model centered on tiered wrap fees and independent due diligence.

William Morrison is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior work includes roles at AmeriTrust Insurance and Crate & Barrel. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates a range of eligible strategies, including those with an ESG eligibility framework.

Jarrod Burgess is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, BB&T, SunTrust, and The Huntington Investment Company. 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 clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Casey Hendrickson is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2026, he worked for Carillon Tower Advisers, Inc. and Carillon Fund Distributors, Inc. for eight years, and has additional experience at Smith & Nephew. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies along with risk management tactics including derivatives and short sales.

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.

Heather Arscott is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and was previously retired from 2012 to present. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Tyler Ross is a financial advisor with LPL Financial in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at KeyBank, Fifth Third Bank, and Telhio Credit Union. Outside of his advisory work, he owns Tyler's Collectible Group, LLC, a business focused on buying and selling cards and collectibles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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.

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.

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.

Jeffrey Simpson is a financial advisor with Morgan Stanley in New Albany, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019 and previously spent 12 years at UBS Financial Services. Outside of advisory work, he is involved in property management and maintenance through several real estate-related business activities. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

Daniel Burns is a Series 66-credentialed financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 advisors.

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.

Michael Perez is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory work, Perez serves on the board of directors for the Buckeye Lake Yacht Club and is publishing a book on faith and finances. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

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.