Joshua Bell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Mills is a CFP® professional with over 32 years of industry experience, currently serving at Cetera since 2024. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial planning firm, Mills Financial Planning, Inc., where he is president and 50% owner. Additionally, Mills works as an adjunct instructor at Franklin University and manages a personal eBay sales business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse clientele including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

Cody Flesher is a financial advisor with LPL Financial in Dublin, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2019 to 2025, and held a position at Mount Vernon Nazarene University from 2016 to 2019. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Clemens is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dublin, Ohio. He previously worked for The Huntington Investment Company from 2009 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models outcomes using the Global Investment Committee’s estimates and Monte Carlo simulations.

Jacob Miller is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he serves as a trustee for the Slates Wealth Management LLC 401(k) plans. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, risk, wealth-transfer, and specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Abram Mccarty is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Abram also owns AXM Wealth Management, an investment-related business based in Dublin, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Frank Lazar is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Morgan Stanley. Lazar is currently based in Dublin, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Michael Derrow is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at E*Trade Securities, Morgan Stanley, J.P. Morgan Securities, and JP Morgan Chase Bank. Outside of his advisory work, he has been involved in property management activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Steven Zid is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and its affiliates since 2019, following four years at Capital Group. Zid holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and quantitative methods as part of its financial planning process.

Paul Kosling is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Benjamin F. Edwards & Co. for eight years before joining Ameriprise in 2020. Based in Dublin, Ohio, Kosling has spent the majority of his career serving clients in wealth management. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team, supporting clients primarily with assets held in Ameriprise-managed accounts.

Charles Romano is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2015 to 2022. Romano is based in Dublin, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Shane Schlemitz is a financial advisor at Stifel located in Dublin, OH, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work history includes roles at SLS Capital Partners and Robert W. Baird, as well as experience at Ernst & Young LLP and The MITRE Corporation. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Farnham is a financial advisor with LPL Financial based in Dublin, OH, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2009. Farnham is involved with Farnham Wealth Management in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Daniel Green is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at MassMutual Life Insurance Company. Outside of financial advising, he participates in consumer research focus groups, providing feedback to companies on marketing and product development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and a broad range of investment strategies.

Meig An York is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she works as a front desk receptionist at a Pilates studio in Pickerington, Ohio. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Brandon Haney is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rachel Williams is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has additional experience with Primerica Financial Services and Riverview Health Institute. Outside of investment advising, she is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Ritter is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Ritter serves as an unpaid volunteer member of the board of directors for Nellie’s Champions for Kids, a nonprofit supporting children fighting cancer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based, holistic planning covering various financial topics and offers a consolidated billing option combining planning with managed-account services, while keeping these services separate.

Bruce Lancia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates the B. Anthony Company, which focuses on health and fixed insurance sales. He serves on the board of Folds of Honor, a nonprofit supporting families of injured or deceased service members. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm provides access to various investment strategies, including affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.