Corbett Taylor is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and bringing 26 years of industry experience. He has been with PFS Investments Inc. since 2007 and has been associated with Primerica Financial Services since 1982. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Jason Knapp is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brett Hillyard is a financial advisor with Morgan Stanley in Dublin, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and 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. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Richard Lawrie is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has worked at several firms including Meeder Investment Management, Kestra Investment Services, Principal Financial Services, and Nationwide Investment Services Corporation. Lawrie is based in Columbus, Ohio. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment platforms.

Charles Wan is a CFP® professional with three years of industry experience, currently affiliated with Cetera in Columbus, OH. He has worked at firms including Bank of America, Merrill, and Fidelity Investments. Outside of his advisory role, he supports financial advisors at Three Creeks Capital Management. Cetera is an SEC-registered adviser serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party money managers.

Christina Pease is a financial advisor with Fidelity and holds a Series 66 designation. She has seven years of industry experience and has worked with firms including Stratos Wealth Advisors, Cetera, and Axa Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also serves multiple registered investment companies and offers model portfolios for intermediary platforms.

Logan Larivee is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience beginning in 2024. Prior to joining Wells Fargo, he worked at Baird and has a background that includes several years in other industries such as food service and education. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Kyle Hatfield is a financial advisor with Edward Jones in Dublin, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

Jarrett Westwick is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Clydesdale Stonehaus and The Ohio State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach uses proprietary research and algorithmic tools and requires a minimum level of investable assets for participation.

Thomas Brudzinski is a financial advisor with MassMutual Investors Services in Dublin, Ohio. He holds a Series 63 designation and has 29 years of industry experience. His prior work experience includes five years with D.A. Davidson & Co. Outside of his advisory role, he is also licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. MassMutual 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 financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations for clients.

Connie Dennis is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes 21 years at UBS Financial Services, Inc., two years at Wells Fargo Clearing, and four years at Prudential Equity Group, LLC. She is a co-trustee and beneficiary of two family trusts and is affiliated with Alpha Delta Pi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, employing various compensation arrangements.

Jacob Thiem is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 designation and previously worked at Tri-County Assurance, Education At Work, Wilfert Electric, and served seven years with the Department of the Army. Outside of his advisory role, he is a notary public and provides tax preparation services. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Deberry II is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 13 years of industry experience. His career includes roles at Lima City Schools and long-term affiliations with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is a partner in Keys To Black Wealth, LLC, a non-investment business, and operates Deberry Enterprise, LLC for Primerica-related activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a wrap-fee solution distinct from institutional plan management.

Curtis Steube is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and capital markets services.

Steven Shadeed is a CFP® professional with 23 years of industry experience, currently serving at Raymond James Financial in Columbus, OH. He previously worked at Brienza Financial Services for five years. He is also the owner of Shadeed Wealth Strategies, a support company unrelated to investment activities. 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, tailored planning and consulting, utilizing analytical tools and maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ketan Parekh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and also owns an online store selling health products. Additionally, he volunteers as a parent at Our Lady of the Elms school. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high‑net‑worth clients. The firm curates third‑party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Beth Radcliff is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of her advisory role, she serves as a board member and volunteer for the Make-A-Wish Foundation and contributes to the Ohio University College of Business as a board member focused on curriculum relevance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling to support client decision-making.

Terry Rumker is a CFP®-certified financial advisor with 13 years of industry experience, currently associated with LPL Financial since 2019. He previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2015 to 2019, and has operated Rumker Financial Services since 1994. In addition to his advisory practice, he has been involved in teaching at Ashland University since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kristen Sydney is a financial advisor with OSAIC in Columbus, Ohio, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation for over 27 years before joining OSAIC. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, where she reviews grant summaries and participates in foundation decision-making. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various tools such as asset-allocation models and risk assessments to construct portfolios, while supporting multiple advisory platforms and third-party managed account solutions.

Jason Shaw is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at J.P. Morgan Securities and involvement with Three Nails to Freedom MC and Old Jocko Brand. Outside of finance, he serves as an independent pastor in Lancaster, Ohio, officiating weddings and funerals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.