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.

Thomas Birkley is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013, with prior experience at PNC Wealth Management and CUSO Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Robert Polletta is a financial advisor with Mass Mutual Investors Services in New Albany, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Heartland Bank, LPL Financial, The Huntington Investment Company, and Fifth Third Securities. He serves as a board member on the Saint Andrew Athletic Board, assisting with oversight of school athletic activities. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through a range of educational and investment programs.

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.

Ryan Bules is a financial advisor at Wells Fargo Advisors in New Albany, Ohio, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Kenakore Business Solutions and The Ohio State University Student Union. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, offering tailored recommendations supported by proprietary research and planning tools.

Walter Russell is a financial advisor with Osaic Wealth Inc in New Albany, Ohio. He holds a Series 66 designation and has 26 years of experience in the industry. His prior work includes roles at Kestra Advisory, Kestra Investment Services, LPL Financial, Ameriprise, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is developing an educational platform to teach financial literacy and marketing through online courses. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Marcia Ponton is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 2012. Outside of her financial advisory role, she serves as a health and life insurance agent and holds leadership positions in related financial service activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

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.

Shana Heckel is an Associate Resident Director and Wealth Management Advisor at Merrill Lynch. She collaborates with individuals and families to define their financial priorities and develop strategies to help achieve their goals. Her approach includes reviewing potential financial risks such as outliving assets, rising healthcare costs, long-term care expenses, college funding, and unexpected loss of income. Shana evaluates cash flow and savings to align with appropriate financial strategies. She joined Merrill Lynch Wealth Management in 2003 after earning a Bachelor's Degree in Business Administration from Westminster College in New Wilmington, Pennsylvania. Shana holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Outside of her professional duties, Shana is actively involved in community initiatives. Since 2004, she has played an instrumental role in planning and implementing the Bull Run benefiting Nationwide Children's Hospital, which has raised over $1,000,000 to support patients and their families. Additionally, she serves as a Girl Scout Co-Leader and coaches her son's recreational soccer team. Shana resides in Westerville with her husband, Will, and their three children, spending her free time biking, gardening, baking, and enjoying family activities.

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 the Series 66 designation and bringing 12 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Securities America, Inc., and INVEST Financial Corp. Outside of his advisory work, he is involved in various business ventures including ownership of TelAssurance, LLC and AccelWell. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Patrick Henry is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Edward Jones in Columbus, OH. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries and American Signature Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market-based models.

Tanya Cole is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, including prior roles at Chase Investment Services Corp. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG considerations where applicable.

Kurt Fulmer is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is a part-owner of KDHC Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 with algorithmic automation to generate personalized retirement income recommendations.

Steven Ervin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Voya Financial Advisors and CoreCap Investments. Prior to his financial advising career, he managed Ervin Brothers Janitorial Inc. for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

John Mcallister is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved in managing a family timber farm through Merker Family LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Cortland Haynes 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. Prior to his current role, he has worked at Amazon and PNC, among other employers. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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 searches, and customized performance reporting.