Donald Rivers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He previously co-owned Rivers/Lidke Financial Group LLC, and he is the founder of The Rivers Foundation, a family foundation focused on education. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad range of planning options and integrated financial products.

George Mooter is a financial advisor at Stifel with 18 years of industry experience and holds the Series 63 designation. He has been with Stifel Nicolaus & Co. Inc. since 2009. In addition to his advisory role, he is a notary. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Michael Mooney Jr. is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Siharum Advisors, LLC for five years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he has ownership in MKM Financial Services, LLC, and Freeport 322, LLC, entities related to financial and estate planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored planning solutions using proprietary research and tools, with services covering areas such as retirement, education, risk, and wealth-transfer planning.

Joseph Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and bringing 54 years of industry experience. He previously worked at A.G. Edwards & Sons, Inc. for seven years before joining Wells Fargo Clearing in 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 employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Matthew Johnson is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Biltmore Family Office, LLC and was affiliated with The Ohio State University. Outside of finance, he is co-owner of Johnson.Johnson Landscaping LLC, a landscaping and yard maintenance business. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Valerie Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1992 and has built longstanding relationships with her clients. Prior to joining Merrill, Valerie gained experience working four years at Wachovia Securities and Fidelity. Valerie holds multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her high school diploma from Madison Central. Valerie resides in Dublin with her husband, Stephen. They enjoy traveling and spending time with friends and family. They have two children, both attending The Ohio State University.

Kevin Homan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2007 as a Financial Paraplanner at Ameriprise Financial Services. Since joining Fidelity in 2012, Kevin has held roles including Relationship Manager, Investment Consultant, and Financial Consultant. Kevin's professional focus is to assist clients in all areas of their financial lives, emphasizing trust, relationship building, and client preferences to help individuals and families gain confidence in their financial futures. He holds a California Insurance License. Outside of his professional work, Kevin and his family are active in their church. They enjoy hiking and supporting the Ohio State Buckeyes.

Gregory Smith is a financial advisor with Ameriprise in Mount Gilead, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his primary role, he works as a paraplanner for franchise advisor James Johnson at JTJ Financial, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Michael Brennan is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 1993. Outside of his advisory role, he is an owner and partner of High Meadows Lodging LLC, a vacation cabin rental business in Ohio. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies.

Christopher Malone is a Series 66–licensed financial advisor with one year of industry experience. He is currently with J.P. Morgan Securities and has prior experience at KeyBank and PNC Bank. Malone is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Chimene Locke is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding a Series 63 designation and 23 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she also works as an independent contractor for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Tod Bisher is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 22 years of industry experience. He has previously worked at PNC Bank, PNC Wealth Management, Bofa Advisors, LLC, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The program relies on centralized due diligence and combines quantitative and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Martin Perrucci is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Nuveen Asset Management, Morgan Stanley, and Citigroup Global Markets prior to joining J.P. Morgan in 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Randall Hoagland is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Dublin, OH, having previously worked at Wells Fargo Clearing Services, Thrivent Financial, Cambridge Investment Research, and Nationwide Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Anthony Reilly is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at Wells Fargo Advisors Financial Advisors LLC since 2009 and has been involved with Ascend Advisory Group LLC since 2001. Outside of his advisory work, he owns and manages several farming enterprises in Ohio and Kentucky. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Robert Bishop is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior work includes more than three decades at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America. Outside of his advisory role, he is an author involved with Mason Alley Publishing. Raymond James & Associates is a large 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 and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Jerod Cook is a financial advisor with LPL Financial in Dublin, OH, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Ameriprise and Ameriprise Advisor Services, Inc. over a span of 12 years before joining LPL Financial in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by a broad platform combining advisory and non-advisory financial activities.

Austin Gossett is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Distribution Services, Sedgwick, and The Scotts Miracle-Gro Company. Outside of his advisory role, he is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income and asset management needs.

Calvin Miles is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Riegel Financial Wealth Management and JPMorgan Chase Bank, N.A. He studied at The Ohio State University and worked at Taste Of Belgium. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative due diligence and includes access to broader derivatives and commodities capabilities.

Caleb Sayre is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked at Hamilton Capital and was involved with the Mount Vernon Nazarene Athletic Department. He also has a background as a student at Mount Vernon Nazarene University and Olentangy Liberty High School. Raymond James & Associates 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, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.