Lori Tose is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities Inc. and Wells Fargo Clearing Services LLC. In addition to her advisory role, she is a notary public in the state of Ohio. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using its proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.

Leah Smith is a financial advisor at Morgan Stanley in Dublin, OH, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Robert Half Legal. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning services utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melissa Falkenbach is a financial advisor with Stifel in Dublin, Ohio, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Lindsey Williams is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Lindsey held positions at Richwood Bank CO, TJ Maxx, Dairy Queen, and Marysville High School. Outside the financial industry, she works as a dance instructor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various investment strategies.

Michael Anania is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Bank of America, NA, and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Andrew Widing is a financial advisor with Raymond James & Associates in Dublin, Ohio, holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. Raymond James & Associates, Inc. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Mathews is a financial advisor at OSAIC with 27 years of industry experience. He previously worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of advising, he is the owner of Emerald Financial Advisors, an LLC focused on financial advisory services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Adam Young is a financial advisor at Edelman Financial Engines based in Dublin, Ohio. He holds a Series 65 credential and has seven years of industry experience. His prior work includes a position at Jersey Mike's Subs and a role at Arizona State University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

William Calpin is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Battelle Memorial Institute and served in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and services under a fiduciary standard.

Sara Stephan is a financial advisor at Wells Fargo Advisors with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities and Citizens Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.

Edward Waldrop is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

David Bentz is a financial advisor with LPL Financial in Dublin, Ohio, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Dublin Advisors LLC since 2013. Bentz also teaches at Columbus State Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Nathaniel Tatum is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, U.S. Bancorp Investments, U.S. Bank, DoorDash, and Quicken Loans. He is also listed as an owner/partner of Above the Bar Fitness, LLC, a health and fitness business that has not been active. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joseph Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 16 years. He is a partner at Milholland & Mitchell Financial Group, a financial planning practice based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Allen Crock is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank, National Association. He is a member of the finance committee at St. Brendan the Navigator in Hillard, OH. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad offering that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation options.

Nicholas Lanctot is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Transamerica Capital Inc. and Nuveen Securities, LLC. He operates a support company called JDS Financial in Powell, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits, employing tailored, non-discretionary planning and advanced analytical tools.

Marissa Korbini is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. She has been with the firm since 2022 and has prior experience working with Baylor Athletics and various educational institutions. 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 sports & entertainment planning.

Jessica Wells is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2021 and previously spent five years at Edward Jones. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Steven Backus is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for 10 years. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research, with a focus on tax-aware strategies and risk management.

Jeffrey Korbini is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Wells Fargo Advisors Financial Network since 2009. He also maintains involvement with Ascend Advisory Group LLC and owns Korbini Financial Services LLC, through which he conducts a financial planning practice. 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, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.