Bradley Shook is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include service in the United States Army, work with Mutual of Omaha and its Investor Services division, and involvement in the Ohio House of Representatives. He is also the owner of Appian Way, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Kelly Sobeck is a financial advisor at Thrivent Investment Management holding a Series 66 designation. Sobeck has held roles at Thrivent Financial since 2026 and previously worked at Zurich American Insurance Company, Growth Focused Insights & Research, McGraw Hill Education, and Nationwide Mutual Insurance Company. Outside of these roles, Sobeck volunteered in the community from 2024 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option while keeping the services separate.

Ethan Bourn is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at New York Life and was involved with the Mid Ohio Food Collective. Ethan’s background also includes roles in education at Ohio State University and Olentangy Local Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering 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 through a centralized consulting team.

Marquis Bloomingdale is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2016. Outside of his financial advisory role, Marquis is involved in the restaurant industry as a server at Sunny Street Café, a position he has held since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and advisory arrangements.

Justin Myers is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019, with prior experience at Foresters Financial and Foresters Advisory Services. Outside of his advisory work, he serves as a middle school basketball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Bryan Cenky is a financial advisor with LPL Financial in Marysville, OH, holding Series 63 and Series 65 designations and 17 years of industry experience. His prior roles include positions at Cetera, Minster Bank, and The Richwood Banking Company. In addition to his advisory work, he owns and operates a corn and soybean farm and serves on the board of the Farm Service Agency, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and model portfolios.

Stephen Matson Sr. is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and previously worked at Creative Financial Designs and Matson Insurance Agency, where he continues to operate a life and health insurance business. Matson also dedicates time to estate and financial planning through Matson Retirement Planning Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Amanda Ogg is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Kevin Smith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Timothy Dixon is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. His work history includes roles at JP Morgan Securities LLC, Nationwide Securities LLC, and Nationwide Investment Services Corp. He is also involved with Thomas Central Ohio Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Frank Nobile Jr. is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 25-year tenure at The Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Jon Brooks is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs with a focus on structured financial planning and broad investment services.

Derek Weisend is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent six years with MetLife Securities Inc. In addition to his advisory role, he is also licensed as an insurance agent, focusing on life, health, disability, long-term care, and fixed annuities. 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 engagements that use firm-approved analytical tools to develop recommendations.

Stephanie Schanken is a CFP® with 19 years of industry experience currently affiliated with Wells Fargo Advisors. She has been with Wells Fargo Advisors Financial Network LLC since 2009 and also operates Stephanie Schanken Financial Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Jessica Penza is a CFP® certificant with 18 years of industry experience. She has worked at Raymond James & Associates since 2026 and previously spent 12 years with UBS Financial Services. 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 municipal entities, offering financial planning and consulting services through various advisory programs and a range of portfolio management styles.

Christian Caporaso is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Schaeffler Group USA and Gunton Corporation. Caporaso also has experience with Morning Star Tree Care and Grove City College. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling techniques.

Jonathan Beck is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Janney Montgomery Scott. Outside of finance, he has been a basketball official with the PIAA since 2015. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent Financial Professionals, utilizing discretionary and non-discretionary strategies across multiple platforms.

Rebecca Krutko is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2011, currently serving at Morgan Stanley Private Bank, N.A. in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and models.

Robert Artim is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 20 years of industry experience and has been with Cambridge since 2009. Outside of his advisory role, Artim is involved as an independent insurance agent and has ownership interests in several business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers both proprietary and third-party strategies with various platform options tailored to client objectives.

Kristin Corsi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.