Makinley Cornley is Co-Founder and Financial Advisor for Purpose1st Financial, a registered investment advisor based in Hilliard, Ohio serving high-net-worth families, business owners, and professional athletes. Makinley came to wealth management through personal loss, graduating from Penn State one week before her father passed, and later watching his estate fail to be distributed the way he intended. That experience is the reason protection is never a secondary conversation at Purpose1st. It is always the first. Over her career she progressed from financial advisor to Director of Operations at a firm managing private equity relationships and multimillionaire client portfolios, learning the work from inside the rooms where it actually happens. She co-founded Purpose1st with her husband Jamelle Cornley on the belief that the people who work hardest to build something deserve someone who works just as hard to protect it.

David Kirkey is a CFP® professional with 26 years of industry experience and has been the principal of Kirkey & Co. Financial Advisors, Inc. since 1996. He also owns and leads Kirkey & Co., Inc. CPAs, an accounting firm providing tax preparation and small business accounting services. Kirkey & Co. Financial Advisors offers wealth management, asset management, and financial planning primarily to individual clients including high-net-worth households, trusts, and small businesses. The firm’s approach integrates fundamental, technical, cyclical, and quantitative analysis within modern portfolio theory and maintains a collaborative relationship with its affiliated tax and accounting practice under common ownership.

Jeremy Royer is a CFP® professional with four years at Kirkey & Co. Financial Advisors and a total of one year of industry experience. Prior to joining Kirkey & Co., he worked at Matthews International and United States Steel Corporation. Kirkey & Co. Financial Advisors provides wealth management, asset management, and financial planning primarily to individuals, high-net-worth households, trusts, and small businesses. The firm’s investment approach combines fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and integrates tax and accounting services through a related affiliated practice.

Brynn Walden is a financial advisor with Ash Matson Wealth Partners, Inc. based in London, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Ash Matson, Walden worked for Platinum Capital Advisors LLC for 10 years and has been involved with Southern Cross Management Ltd since 1993. Outside of advising, Walden is active in real estate development and management through multiple partnerships and development companies. Ash Matson Wealth Partners provides advisory services to individuals and various institutional clients by recommending third-party advisers to implement investment strategies. The firm uses a personalized asset-allocation process based on client goals and risk tolerance but does not directly manage client portfolios or custody assets.

Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

Donald Lozier is a financial advisor at Independent Financial Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior firms include Money Concepts Capital Corp. and Ebner Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm’s advisory model allows for individualized investment strategies while also providing centralized management options and specialized retirement-plan advisory and pension consulting services.

Philip Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is also the owner of PRJ Wealth Management, LLC, an entity used for tax purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm combines strategic asset allocation with multi-manager portfolios and offers financial planning and portfolio management through various platforms.

Abdallah Osman is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and E*TRADE Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and manages investments via approved model strategies executed with mutual funds and ETFs.

Joseph Perigo is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 15 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Perigo is also associated with Madison Plains High and CNO Financial Group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Randal Regoli is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at MyLifeWerks and Nickayle Franchises LLC, and he has been affiliated with AllState Insurance Company since 2005. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features such as direct indexing and a tax-overlay service.

Andrea Ellis is a CFP® professional with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2026 and previously held roles at Pinnacle Advisors, Mariner Wealth Advisors, JMG Financial Group, Ltd., and The Prudential Insurance Co. of America. Ellis spent over two decades at Budros, Ruhlin & Roe, Inc. prior to her current position. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Stephen La Barre is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Mutual of America Financial Group, Huntington National Bank, and New York Life Insurance Company. Outside of his advisory work, he is involved as a bartender at a private bourbon and cocktail club. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution guidance, and retirement planning using proprietary software and third-party expertise.

Timothy Deems is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., and Nationwide Investment Services Corp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Carol Schuler is a financial advisor at Key Investment Services LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank and its affiliated entities since 2009. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining platform services from Envestnet with portfolio design from the Key Wealth Chief Investment Office and third-party managers.

Gary Vandia is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and concurrently works with Penn Mutual Life Insurance Company. Vandia is also an agent involved in insurance brokerage through McCloy Financial Services and 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

John Kuhn is a financial advisor with Money Concepts Capital Corp in Galloway, Ohio, holding a Series 63 license and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and has owned Kuhn Accounting & Financial Services, providing tax return preparation and financial statement compilation, since 1987. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, it manages multiple programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Zane Foucht is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked with Ohio University's Finance Department and KylesHill Financial Planning LLC. Outside of his advisory role, Foucht is involved in managing a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Nickolas Wright is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he spent ten years in the United States Army. He also works as an adjunct professor teaching Personal Finance and Corporate Finance at Columbus State Community College. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Teri Landrum is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jessica Mc Garvey is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at CUSO Financial Services, LP and KEMBA Financial Credit Union. She is also involved with Kemba Wealth Management, a related business entity. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.

Ben Shrider is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is named as the Statutory Agent for a family-owned LLC, JS SLP, LLC, though he has no day-to-day responsibilities there. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Berger is a financial advisor with Edward Jones in Hilliard, OH, holding a Series 63 license and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, Berger is co-owner of Flora and Field LLC, a flower farming and events business in Mt Sterling, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Austin Phillips is a CFP® with four years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. He previously worked at Manning & Napier Advisors, Wells Fargo Advisors, and Ameriprise Financial in various advisory roles. Outside of his advisory work, Phillips serves as treasurer and volunteer for Streethearts Haiti and works as a delivery and rideshare driver. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Racey Morris is a financial advisor at LPL Financial with 28 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has worked at several firms including Raymond James Financial, UBS Financial Services, and New York Life Insurance Company. Morris is also involved with RMG Financial Group, LLC. 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 a wide range of advisory and brokerage services, employing a variety of investment strategies through its extensive network of advisors.

Brandon Baxter is a financial advisor with LPL Financial based in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at The Huntington Investment Company and Huntington National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Archer is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio, holding CFP® and ChFC® designations and 16 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2010. In addition to his advisory role, Archer serves as an adjunct instructor and moderator teaching designation classes for The American College. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers various specialized planning programs.

Christopher Casto is a CFP® professional with 11 years of industry experience, currently advising clients at Ameriprise in Hilliard, OH. His previous roles include positions at The Huntington Investment Company, Cetera, and Regions Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brendan Shea is a financial advisor with Edward Jones in London, Ohio, holding a Series 63 designation and 15 years of industry experience. He has been with Edward Jones since 2015. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Gregory Carlo is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent since 2016, initially with Thrivent Financial and then with Thrivent Investment Management. Outside his advisory role, Gregory serves as a board member and coach for the Hilliard Baseball Association, a nonprofit supporting youth baseball programs in the Hilliard City Schools district, and also works as a youth baseball umpire. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its consolidated WealthPlan platform while maintaining separate service delivery.

Jennifer Triplett is a CFP®-certified financial advisor with 15 years of industry experience. She is currently affiliated with Ameriprise, where she has worked since 2026, following a 15-year tenure at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines research-driven recommendations with a focus on dependable income and tax-aware withdrawal strategies.

Christopher Reinke is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio. He holds the Series 66 designation and has 19 years of industry experience, having worked with MML Investors Services Inc and Mass Mutual Life Insurance since 2006. Outside of his advisory role, he is the building manager and owner of a real estate company and is involved in health and group insurance sales through Rider & Reinke Financial Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap programs, money-manager programs, and educational seminars.

Bruce Dye Jr. is a financial advisor with LPL Financial based in Hilliard, Ohio, holding a Series 66 designation and possessing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns a non-investment business, American GBAC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Mitchell Stonestreet is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates his own business, Stonestreet Financial. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of advisors, offering a range of portfolio management and retirement services across multiple program structures and custodial relationships.

Dennis Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera, Avantax Investment Services, and Chase Investment Services Corp. He has worked in various capacities across several firms throughout his career. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.