Nicholas Loprire is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Insight2Profit, Sarnova, and Cardinal Health Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deborah Vincent is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2019 and previously worked for American Honda Motor for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Nickolas Wright is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he spent ten years in the United States Army. He also works as an adjunct professor teaching Personal Finance and Corporate Finance at Columbus State Community College. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Thomas Costantiello is a financial advisor with Osaic Wealth, Inc. in Columbus, OH, holding CFP® certification and over 32 years of industry experience. He previously worked for FSC Securities Corporation for 11 years before joining Osaic in 2023. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name for his securities and advisory business affiliated with Osaic, and also owns Consus Insurance Services, LLC, which provides insurance reviews and fixed life product sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that may include a wide range of investment products.

Jeffrey Gouhin is a financial advisor with Raymond James & Associates in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member for Easter Seals of Central & Southeast Ohio, a nonprofit supporting children, adults, and veterans with physical or mental disabilities. Raymond James & Associates 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, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting grounded in risk profiling and research-supported portfolio management.

Donald Brough is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior experience includes 12 years with Wachovia Securities Financial Network, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with an emphasis on managed accounts and algorithm-supported recommendations.

Brad Dickman is a financial advisor with Equitable Advisors based in Worthington, Ohio. He holds a Series 66 designation and has 20 years of industry experience, all with Equitable Advisors and its predecessor, Axa Advisors. His other business activities include outside insurance appointments. Equitable Advisors serves individual clients across a wide wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Cameron Di Franco is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2022. Outside of his advisory role, he is the owner of DiFranco Capital LLC. 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 financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations tailored to client goals.

Jacqueline Mcneely is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked previously at JP Morgan Securities, LPL Financial, and The Citizens Banking Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools.

Rigel Ramirez Olmos is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has held positions at Bank of America, JPMorgan Chase Bank, Equitable Advisors LLC, MITx, and eCornell. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Zeis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers for W&R Insurance Agencies, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Brown is a Series 63 licensed financial advisor with 39 years of industry experience. He has worked at Cetera since 2019 and previously spent 32 years at Foresters Financial. He is also involved with Triune Wealth Management, operating as a DBA for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.

Justin Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Simonton-Walsh-Hanosek-Mangum Wealth Management Group. He works with a diverse range of clients, including many business owners across Ohio and in 25 other states. Justin takes a planning-based approach to client relationships, assisting clients in explaining their situations and exploring their financial goals. His expertise includes corporate executive services, divorce transition planning, education planning, retirement planning, portfolio management, small business strategies, and sports and entertainment financial services. Justin holds the Certified Plan Fiduciary Advisor (CPFA) designation and has credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He graduated from LaGrange College in Georgia with a Bachelor's degree in Business Management, concentrating on Market Research and International Economics. Since joining Merrill in 2014 after a career in sports marketing and golf course management, Justin focuses on implementing strategies involving investment, retirement, insurance, and liability management. He is active in his community as the varsity pitching coach at Dublin Scioto High School and previously served as an assistant freshman and JV baseball coach at Dublin Jerome High School. Justin enjoys spending time with his wife Kristina and their two children, playing golf, boating, cooking, and supporting Auburn University's football team.

Garnet Wahlund is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2010, following previous roles at Axa Advisors and Concourse Financial Group Securities. Outside of advisory services, he maintains appointments with several insurance carriers offering life, long-term care, and disability insurance products. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary tools.

Julie Kayser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an assistant coach for the Dublin Coffman High School gymnastics team. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Gibaldi is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at AssetMark Brokerage, LLC and Farmers Insurance. Outside of advisory work, he manages an e-commerce business, B2G2, LLC, and serves as an insurance broker specializing in Medicare. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to develop written recommendations for clients.

Jacob Drees is a financial advisor at Wells Fargo Advisors with a Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he held positions at ODW Logistics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Thomas Higgins is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Advisors Asset Management, Inc., Hennion & Walsh, Inc., Guggenheim Funds Distributors LLC, and Nuveen Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs and a combination of in-house and third-party investment managers.

Carrin Wester is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding the Series 66 designation with three years of industry experience. Prior to joining Wells Fargo in 2022, she worked for the City of Gahanna and the Law Office of Kelly Patton. Wester serves as a member of the City of Gahanna Civil Service Commission and is involved with the Gahanna Area Chamber of Commerce Board of Directors. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet a net-worth threshold with a broad range of planning options and integrates advisory services with other financial products and referral channels.