Roger Baughman is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Baughman holds a Series 63 designation. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Maya Skaf is a Series 66 credentialed financial advisor with four years of industry experience. She has worked at Cetera since 2022 and previously held positions at Centene Corporation, Beacon Health Solutions, and OSU James Cancer Hospital. She is co-owner of Skafco Financial, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Dukart is a financial advisor at Mass Mutual Investors Services with four years of industry experience. Prior to his current role, he worked at L Brands and Deloitte. Outside of advising, he is involved in freelance writing for an ice hockey blog, serves as a sports official evaluator for the Columbus Chill Hockey Club, and co-owns a hockey-focused broadcasting platform. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by proprietary software and educational seminars.

Parker Salata is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with Cetera since 2019, previously working at Foresters Advisory Services LLC and Foresters Financial Services. He is also co-owner of Skafco Financial, a business affiliated with Cetera. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Adam Day is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to his current role, he worked at firms including Fidelity Brokerage Services and Infinex Investments. He is also the sole owner of AD Financial Services, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients selecting implementation options through brokerage or advisory programs.

Michael Menning is a financial advisor with OSAIC based in Dublin, Ohio. He holds the ChFC® designation and the Series 63 license, and has 35 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for 10 years and has been a partner at Producers Group since 2013. He serves on the board of the Lindy Infante Foundation, which provides scholarships for underprivileged youth to participate in athletics. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Kelly Kashmiry is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Kelly worked at Merrill from 2002 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Paul Stickley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with 21 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and key Investment Services LLC. He also served in the Ohio Army National Guard from 2011 to 2019. 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 alongside committee-based investment modeling.

Michael Steward is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2016. Prior to his current roles, he was involved with Life Family Church for 12 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Norman Speight is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is a general partner involved in managing Chalk Horse Farm LLC, which specializes in horse stall rental and timber farming. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Noble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Zid is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Dominic Elmo is a financial advisor with LPL Financial in Dublin, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Royal Alliance Associates and has been involved with Strata Financial Group LLC since 2021. Outside of his advisory work, he coaches lacrosse on a voluntary basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing access to both discretionary and non-discretionary portfolio management and a range of strategic and tactical investment solutions.

Molly Smith is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has worked previously at Bluestone Wealth Partners, LPL Financial, LLC, JPMorgan Chase & Co., and Granville Investment Group. 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 services utilizing proprietary research and tools, delivering tailored recommendations through discrete planning engagements.

Laith Khalaf is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining Wells Fargo in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Pascucci is a financial advisor with Primerica Advisors based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His work history includes roles at Aquarium Adventure, Cass Information Systems, and PFS Investments Inc. since 2017. Primerica Advisors offers 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 uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a nationwide network of financial advisors.

Philip Lampe is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding the ChFC® and Series 66 designations and having five years of industry experience. He has worked at Mass Mutual-related firms since 2020 and previously spent 27 years with Nationwide. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual, collaborative engagements.

Amanda Roberts is a financial advisor with Primerica Advisors in Dublin, OH, holding nine years of industry experience. She has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 1998. Outside of advisory work, she is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Joie Hanley is a Series 66-credentialed financial advisor with Ameriprise in Dublin, OH, and has 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm employs a centralized team for retirement income recommendations and operates within an investment universe influenced by its affiliated product ecosystem.

Cory Spencer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.