Brent Gilmore is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held prior roles at United Planners' Financial Services and operates Step Up Wealth Management, LLC. Additionally, he serves as Director of the Saints and Sinners Golf League, an organization active since 2004. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and platforms.

Clair Reich is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, Clair worked at Lincoln Financial Advisors, LPL Financial, Gladstone Institutional Advisory, and Blue Stone Wealth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad menu of planning options supported by proprietary research and tools.

Nathaniel Golden is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Raymond James & Associates and previously worked in various roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory work, he serves as a Voting Location Manager for the Franklin County Board of Elections. Raymond James & Associates is a large, dually registered 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, non-discretionary investment consulting, and institutional fiduciary solutions.

John Mcalpine is a financial advisor with Wells Fargo Advisors in Dublin, Ohio. He holds Series 63 and Series 65 designations and has 50 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research, planning tools, and simulation models to deliver tailored recommendations.

Jessica Diemer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Citibank and Morgan Stanley, where she worked for over a decade. 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 combines brokerage and advisory solutions supported by in-house research and third-party analytics.

Daydeon Baron Galbavi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at First Merchants Bank and Equitable Financial Life Insurance Co. Before entering financial services, he worked in educational and university settings, including Denison University and The Learning Professionals, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Christopher Adkins is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. before joining Ameriprise in 2017. Outside of his advisory role, he serves on the Finance Council at St. Agatha Parish in Upper Arlington, OH. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-backed recommendations tailored to clients’ financial situations.

Clayton J. Callahan is a financial advisor with Wells Fargo Clearing in Troy, Ohio, holding a Series 66 designation and 20 years of industry experience. He previously worked at UBS Financial Services Inc. from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tony Penzone is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. He worked at Merrill from 1971 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by tools such as Monte Carlo simulations and serves clients both directly and through corporate financial planning agreements.

Brandon Arens is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Sanfillipo Financial, LLC. He is also licensed as an insurance agent, selling life, disability, and fixed annuity products. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as estate settlement and divorce planning.

Jennifer Capell is a financial advisor at LPL Financial with nine years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Avantax Insurance Agency, Avantax Investment Services, and Rush Creek Financial. Capell is also involved in tax preparation and notary services in connection with her financial work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to a wide array of model portfolios and research.

Amanda Beecher is a financial advisor at Edward Jones in Marysville, Ohio, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Daniel Bertke is a financial advisor at Morgan Stanley in Dublin, Ohio, with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following a one-year tenure at The Adecco Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Javier Piquero is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a co-owner of TRLT Ventures LLC, where he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Samantha Winner is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing Services, UBS Financial Services, JP Morgan Securities, and Morgan Stanley. Outside of her advisory work, she is an associate at FM Investments, where she acts as a financial advisor within Farmers & Merchants State Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and offers brokerage and insurance products through an integrated platform.

Michelle Christian is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include ten years at PNC Investments and related entities. She is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market outlook models.

Robert Moranville is a financial advisor at Raymond James Financial with 22 years of industry experience. He has worked with Raymond James Financial and its affiliate since 2008. In addition to his advisory role, Moranville serves on the finance and investment committee of Powell United Methodist Church, where he helps oversee the church's endowment fund and participates in the leadership board’s business decisions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

John Giberson is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Beasley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax and Independent Financial Partners. Outside of his advisory work, he serves as a youth coach for the Plain City Area Ball Association, a nonprofit organization offering youth sports programs. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors, serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through various program platforms and custodial relationships.

Jeffrey Schrepferman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial Services since 2004 and the broader firm since 2009. He is a co-owner of KMS Partners, LLC, a business established with two colleagues to manage office expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a network of advisors with a range of advisory programs and specialized municipal and retirement plan consulting services.