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.

Robert Hanson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions across a wide range of financial products.

Connor Nowe is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Ameriprise for five years and has held roles at Target, Giant Eagle, and Tree of Life Christian High School. He is a Series 66 credential holder and operates a business called Trading4theFun outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and operational tools.

Lynnette Worstell is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Her career includes roles at Wells Fargo Advisors, J.P. Morgan Securities, Morgan Stanley, JPMorgan Chase, the Union County Clerk of Courts, and Chase. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Theresa Miller is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. Her career includes prior roles at Morgan Stanley and Edward Jones. She has been with Wells Fargo Clearing since 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Michael Wolken is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, health, disability, and long-term care insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using technology such as Monte Carlo simulations and automated asset-allocation tools to support its recommendations.

Anthony Saulino III is a financial advisor with MassMutual Investors Services in Dublin, OH, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Ameriprise Financial, and The Prudential Insurance Company of America. He is also a licensed insurance agent with Horter Financial Strategies, focusing on commissionable insurance and annuity sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Monique Brown is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at KeyBank and its associated investment services firms before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Mark Hetrick is a financial advisor with Wells Fargo Clearing in Dublin, OH. He holds a Series 63 designation and has 35 years of experience in the industry. His prior work includes roles at Morgan Stanley Dw Inc. and Morgan Stanley & Co. LLC, spanning from 2001 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Riepenhoff is a CFP® professional with 24 years of industry experience, currently serving at Morgan Stanley in Dublin, OH. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and The Huntington Investment Company. Outside of his advisory work, he is involved in property management through a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

James Vandre is a financial advisor at LPL Financial with 32 years of industry experience. He held prior roles at Nylife Securities, Inc. and New York Life Insurance Company, each for 20 years, and briefly worked at Thrivent Investment Management. Outside of his advisory work, Mr. Vandre owns and operates a farm as a sole proprietorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

Philip Haigis II is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at J.P. Morgan Securities and Banc One Securities Corp, spanning over two decades in the financial sector. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lindsey Michaelides is a Series 66-credentialed financial advisor with 23 years of industry experience. She is currently with Wells Fargo Clearing, having joined in 2024 following six years at PNC Investments and two years at JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Robert Davidge is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is an insurance agent specializing in various life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers through ongoing financial planning, asset management, and educational programs. The firm employs detailed client analysis tools and offers event-driven planning services, including estate and employer-sponsored planning.

Julia Owens is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL in 2026, she worked with Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she volunteers as a wedding coordinator at her church and owns a small business that breeds rabbits for pets, 4-H projects, and meat. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology and a broad platform including financial planning, third-party asset management, and institutional programs.

Evan Williams is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Securities and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Thomas Hemleben is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in soccer officiating, serving as a referee for the US Soccer Federation, a board member of the Northwest Columbus Soccer Officials Association, and a basketball and soccer official for the Ohio High School Athletic Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Roberto Deleon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jeremy Wakeland is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 12 years of experience at the firm. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Kevin Teeples is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Cardinal Health. He is also involved in TRLT Ventures LLC outside of his advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendation reports.