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.

Jordan Knight is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2015. Prior to this, he worked at ZEIDERS Enterprises for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative screening and qualitative research to develop customized asset allocation advice while maintaining client decision-making authority.

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.

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.

Lawrence Ansehl is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients manage their wealth by developing personalized financial strategies tailored to their individual goals. He provides access to Merrill's investment insights as well as banking and lending solutions from Bank of America. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, and portfolio management services. Lawrence holds the Personal Investment Advisor (PIA) designation, and he earned a Bachelor's Degree from Washington University in Saint Louis and a Master of Business Administration (MBA) from the University of Notre Dame. Lawrence participates in community volunteer work as part of the Merrill tradition. Outside of his professional activities, he has personal interests that include chess, football, pickleball, spending time with his family, and traveling.

Kimberly Troutner is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory role, she serves as president of her condominium association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans.

Jesse Etter Jr. is a financial advisor with LPL Financial in Reynoldsburg, Ohio, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Prior to joining LPL Financial in 2012, he worked for PRUCO Securities, LLC for 12 years. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party managers and institutional platforms.

Brett Coffing is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Devin Erickson is a Certified Financial Planner (CFP®) with twelve years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked since 2016. His prior work includes a role at Bellhop and involvement with the Morton-Barber Learning Center and GO Kickball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Leon Leither is a CFP® professional with 26 years of industry experience. He has been the sole advisor at Leither's Financial Planning, Inc. since 1991. Leither's Financial Planning, Inc. is an independent, single-advisor firm serving a small group of high-net-worth clients with individualized financial planning and portfolio management services. The firm maintains a very concentrated client roster and does not manage custodial assets, distinguishing its business model from many independent advisors.

Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he manages a property management business under RFG Properties, LLC. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management with a focus on a concentrated advisor-to-client relationship within a small client base.

Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he operates insurance sales through his sole proprietorship focused on traditional life, disability, and long-term care insurance. World Choice Securities, Inc. serves individual and high-net-worth clients, providing portfolio management and related advisory services. The firm combines advisory, broker-dealer, and insurance brokerage activities, supporting a small client base with a concentrated advisor-to-client ratio.