Alec Vernon is a financial advisor with Ameriprise in Gahanna, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Huntington National Bank, Huntington Investment Company, W&S Brokerage Services, Western & Southern Life, and National Agents Alliance. Outside of his advisory work, he is a partner in Vernon Capital LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies for retirees.

Scott North is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following roles in logistics, construction, and accounting firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and use of systematic methodologies in building model portfolios.

Aaron Gonzalez is a financial advisor with Ameriprise in Canal Winchester, Ohio. He holds a Series 66 designation and has been with Ameriprise since 2021. Prior to his advisory role, he worked at Verizon from 2017 to 2021 and was a student from 2005 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Austin Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2023, he worked at Rocky Brands Inc and spent four years at the University of Toledo. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, employing a variety of investment strategies and technology tools alongside its broad suite of financial products.

Tiffany Watt is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked for over a decade at ESC/Big Walnut Schools. She is based in Columbus, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support financial outcomes.

Jered Seibert is a Financial Consultant at the Columbus Investor Center, where he assists the Central Ohio community in building and implementing holistic, goal-based, customized financial plans aimed at providing peace of mind through financial security. He has been with Fidelity Investments since 2022, holding various roles including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity Investments, Jered held several regional leadership roles in the financial services industry. These positions include Regional Vice President at Transamerica Capital, Inc., New York Life Distributors, LLC., and Summit Alliance Securities, LLC., as well as Regional Marketing Director at Hartford Life, LLC. His extensive experience spans over a decade in financial consulting and leadership. Outside of his professional career, Jered has interests in fitness, lake activities, music, pets, traveling, and yoga.

Jeffrey Danziger is a CFP® with 17 years of experience in financial advising, currently with Edward Jones in Columbus, OH. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Anthony Mabry is a financial advisor with Stifel in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, NA. Outside of his advisory role, he is a partner and owner at Siller Sonas Partners LLC and is involved in selling timber from personally owned property. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Daniel Cochran is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and broad investment capabilities.

Jacob Mc Ginnis is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at M/I Financial and Cardinal Health. Outside of his advisory role, he serves as a soccer referee for youth leagues including the Gahanna Soccer Association and Ohio Champions League. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rejoice Bonnie is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase Bank from 2010 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.

Rachael Holm is a CFP® with 13 years of industry experience, currently advising at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of her advisory role, she is involved in managing LLCs related to business operations and tax purposes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

William Heffner is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Midway Venture Partners LLC, Hillsdale College, and Kj Management Group, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Christina Shellenbarger is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank NA from 2009 to 2023. Outside of her advisory role, she consults on a family-owned landscaping business focused on lawn and property care. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a range of Eligible Strategies, including ESG considerations, supported by affiliates for implementation and portfolio services.

Caleb Stertzer is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameritas Advisory Services, LLC, Central Ohio Financial Management Group, Ameritas Investment Company, LLC, and Ameritas Life Insurance Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Neff is a financial advisor at Raymond James Financial in Grove City, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its related entities since 2005. 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, corporations, and institutional customers. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Catherine Keener is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Duff Dyer is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes 15 years with The Huntington Investment Company and additional roles at Huntington National Bank. Outside of his advisory work, he occasionally provides notary services without charge and is involved in a small-scale real estate property rehab and resale project. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients with a focus on retirement income planning through its Premier Retirement Income service, which offers written recommendation reports and ongoing tax-aware withdrawal strategies developed by a centralized team.

Kate Driscoll is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Central Ohio Primary Care, and The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Ryan Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.