Robert Nowe is a financial advisor with LPL Financial in Dublin, OH, holding a Series 63 designation and bringing 32 years of industry experience. He spent 26 years at Ameriprise Financial Services, Inc., followed by five years at Ameriprise before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing models, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Chase Fowler is a CFP® professional with three years of industry experience, currently serving at Wells Fargo Advisors. He previously worked at Sound Capital Management LLC for six years and Ameriprise Financial Services Inc. for one year. He also owns and operates CCF Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary research and planning tools.

Jessica Mc Garvey is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at CUSO Financial Services, LP and KEMBA Financial Credit Union. She is also involved with Kemba Wealth Management, a related business entity. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.

Jamie Vanderwarker is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, Jamie worked at Old National Bank, LPL Financial, and First Midwest Financial Network. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Kimberly Cristofoli is a financial advisor at UBS Financial Services with 31 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC and has operated Cristofoli & Company LLC since 2012. Outside of finance, she writes freelance sports-parenting articles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Amy Edwards is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1997. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools.

Anthony Campagni is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2024. He previously worked at Strata Financial Group and Royal Alliance Associates, each for over 25 years, and Harrington Asset Management for 30 years. Campagni maintains an ongoing role with Strata Financial Group, a related business activity. 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, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Penzone is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and bringing 26 years of industry experience. She has been with UBS since 2012. Kimberly serves as President of the Dublin Women's Philanthropic Club, a nonprofit that raises funds for local charities and scholarships for women returning to school. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Nathaniel Knowlton is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Key Bank and MML Investors Services. Outside of advising, he is involved in banking and manages a real estate business focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team alongside its broad advisory and insurance offerings.

Natalee Adams is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wright Patt Credit Union, PNC Bank, Nationwide Financial, and the City of Columbus. Outside of her advisory work, she is involved with TRLT Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and a written Recommendation Report for clients approaching or in retirement.

Zachary Welch is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he spent ten years with Kempersports, where he was involved in golf operations. Outside of his advisory role, Welch continues to work in golf operations, assisting with day-to-day activities at a public golf course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning covering retirement, tax, estate, and other areas. The firm offers a combined planning and managed-account program while maintaining separate service structures and does not serve institutional clients with portfolio management.

Patrick Giller is a financial advisor at OSAIC in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has a long tenure with Lincoln National Life Insurance Company and its affiliates since 1993. In addition to his advisory role, he works as an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, third-party money managers, and model portfolios to construct and manage client accounts.

Laura Rankin is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She previously worked at Edward Jones and Due Amici. Outside of her advisory role, she owns a meal prep business and has worked in hospitality as a waitress and bartender. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through various platform arrangements, combining proprietary and third-party strategies tailored to client objectives.

Braden Boomsma is a financial advisor at Edward Jones in Plain City, Ohio, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in the agriculture and management sectors. Boomsma was previously involved with Nature Pure LLC and Bud Antle / Dole Fresh Vegetables. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

James Slaven is a financial advisor at UBS Financial Services in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Christopher Sullivan is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, where he has worked since 2019. He has a total of six years of industry experience, including 12 years at Aqua Doc prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Tricia Suchland is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms including Wells Fargo Advisors, J.P. Morgan, and Nationwide. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Lotozo is a CFP® and ChFC® with 13 years of experience in financial advising. He has been with Edward Jones since 2012. Outside of his advisory role, he earns royalties from Amazon Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

James Johnson is a financial advisor at OSAIC in Columbus, OH, with 11 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Edward Kindler III is a financial advisor with LPL Financial based in Upper Arlington, OH, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at PNC Wealth Management and Cambridge Investment Research. Outside of his advisory work, he is involved with Retirement Plan Advisors LLC and also maintains activities related to insurance and benefits. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.