Richard Cochran is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 58 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. 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 and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Craig Clifton is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding ten years of industry experience. He has worked with MetLife Securities and Massachusetts Mutual Life Insurance Company prior to his current role. Outside of advising, he serves as a machine judge assisting electors with voting machines and also works as an independent insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative annual planning with firm-approved software tools and offers specialized programs including divorce planning and event-driven services for estate settlement and employer sponsorship.

Michael Marcano is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation with 12 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, including households at various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Archer is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Merrill Lynch, JP Morgan Securities, and Hamilton Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory process.

Michael Kelsey is a financial advisor with LPL Financial in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also involved with Specialty Valuation Group, where he performs data entry tasks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Patricia Wogerman is a financial advisor with Primerica Advisors in Dublin, OH, and has 15 years of industry experience. Her work history includes roles at Martin Investigative Services, Lutheran Social Services of Northwestern Ohio, and Lima City Schools, among others. She is also involved in selling home security and automation products through affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program that relies on model-driven investment strategies supported by third-party asset managers and custodial services.

James Bishop is a financial advisor at Morgan Stanley with 19 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he serves on the advisory board of The Conway Center for Family Business, an organization focused on education for multi-generation family-owned businesses. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Kerry Thompson is a financial advisor at Ameriprise in Dublin, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Thompson is a co-owner of TRLT Ventures LLC and serves on the Board of Commissioners in Columbus, OH. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.

Ryan Sink is a financial advisor with LPL Financial in Dublin, Ohio, holding 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Guardian Life Insurance Co. of America. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary management, utilizing research and model portfolios to support diverse investment strategies.

David Lickovitch is a financial advisor with Stifel in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 1998. Outside of his advisory role, he serves as Treasurer and Trustee for a homeowners association and coordinates a fundraising initiative at Olentangy Liberty High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Kaufman is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and diversified investment resources.

John Haddow is a financial advisor with Morgan Stanley, holding a Series 63 credential and bringing 37 years of industry experience. His career includes long-term tenures at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 1995. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct client relationships and corporate agreements.

Michael Sierawski is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018 and also works with UnitedHealth Group. Outside of advisory work, he occasionally drives for Uber. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and uses model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

George Mooter is a financial advisor at Stifel with 18 years of industry experience and holds the Series 63 designation. He has been with Stifel Nicolaus & Co. Inc. since 2009. In addition to his advisory role, he is a notary. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Michael Mooney Jr. is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Siharum Advisors, LLC for five years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he has ownership in MKM Financial Services, LLC, and Freeport 322, LLC, entities related to financial and estate planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored planning solutions using proprietary research and tools, with services covering areas such as retirement, education, risk, and wealth-transfer planning.

Randall Hoagland is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Dublin, OH, having previously worked at Wells Fargo Clearing Services, Thrivent Financial, Cambridge Investment Research, and Nationwide Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Anthony Reilly is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at Wells Fargo Advisors Financial Advisors LLC since 2009 and has been involved with Ascend Advisory Group LLC since 2001. Outside of his advisory work, he owns and manages several farming enterprises in Ohio and Kentucky. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Robert Bishop is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior work includes more than three decades at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America. Outside of his advisory role, he is an author involved with Mason Alley Publishing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Jerod Cook is a financial advisor with LPL Financial based in Dublin, Ohio, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Caleb Sayre is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked at Hamilton Capital and was involved with the Mount Vernon Nazarene Athletic Department. He also has a background as a student at Mount Vernon Nazarene University and Olentangy Liberty High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.