Paula Carmichael is a financial advisor with Primerica Advisors in Dublin, OH, holding 10 years of industry experience. She has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to her advisory roles, she is involved in real estate sales with The Devore Group Inc. in Ohio. 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 account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process to oversee portfolio management.

Irene Molnar is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2008 to 2020 before joining Morgan Stanley Smith Barney in 2020. 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 that uses structured discovery conversations and firm-approved tools to model potential outcomes.

Matthew Lee is a financial advisor with LPL Financial in Columbus, Ohio, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior work includes roles at Kemba Financial Credit Union, Cuso Financial Services, Wells Fargo Advisors, and Ascend Advisory Group. 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, model portfolios, third-party asset management access, and institutional platforms.

Kyle Roberts is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2001 and also works with Primevision Financial Group since 2018. In addition to investment advisory activities, he is involved in the sale of loan products and referral of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a third-party due-diligence consultant and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model management.

Stephanie Mccurdy is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Resurrecting Lives Foundation, a nonprofit focused on military awareness for traumatic brain injury. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a broad platform of financial planning, portfolio management, and capital markets solutions.

Christopher Rhorer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. before joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Grant Mooi is a Senior Financial Advisor with Merrill Lynch Wealth Management, currently serving clients through the King Engle Group in Dayton, Ohio. He has been with Merrill Lynch since 2006, initially working in Florida where he developed expertise in insurance strategies related to retirement income and wealth transfer. In 2014, he transitioned to Columbus, Ohio as a Retirement Specialist, focusing on longevity, retirement planning, education funding, and Social Security strategies. Grant holds FINRA Series 7, 6, 63, and 65 registrations and is licensed by the State of Ohio for life insurance. He is also a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from La Salle College and an Associate's Degree from Palm Beach Community College. Grant’s approach to financial advising centers on understanding clients’ personal goals and simplifying their financial lives, with client focus areas that include college education planning, divorce transition planning, executive compensation, legacy planning, LGBT wealth planning, and managing new wealth. In addition to his professional work, Grant serves on the board of Easterseals Central and Southeast Ohio, supporting the organization’s mission related to disabilities. Outside of work, he is actively involved in coaching youth soccer and spending time with his wife Bre and their three children.

Joshua Reynolds is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including PNC Investments LLC, Fifth Third Bank, The Huntington Investment Company, and Community Trust Bank. His career spans a range of financial services roles across multiple organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to various manager platforms, with more than $256 billion in assets under management.

Keith Yates is a financial advisor with Ameriprise in Powell, OH, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized planning, with a centralized team supporting advisors and a process that incorporates algorithmic automation overseen by a Retirement Income Oversight Committee.

Nathan Pugh is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at AM Spirit and Waddell & Reed, and he was involved with the Rotary Club of Union County for eight years. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Harrell is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wright-Patt Credit Union and CUSO Financial Services. Harrell is also involved with WPCU Retirement Solutions, a retirement planning business related to his LPL activity. 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, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Erin Brown Eizensmits is a ChFC®-credentialed financial advisor with nine years of industry experience, currently associated with Edward Jones since 2017. Prior to joining Edward Jones, she worked at St. Mary Elementary for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Austin Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Before joining LPL Financial in 2023, he worked at Rocky Brands Inc and spent four years at the University of Toledo. 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 advisory and brokerage services through a large network of representatives, employing a variety of investment strategies and technology tools alongside its broad suite of financial products.

Daniel Cochran is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and broad investment capabilities.

Darnell Perkins is a financial advisor with OSAIC in Columbus, OH, holding a Series 63 designation and bringing 37 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Perkins is also licensed as an insurance agent offering fixed annuities, equity-indexed annuities, and traditional life insurance. OSAIC serves a diverse client base, including retail and institutional investors, with a wide range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and offers portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Eric Gratz is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, fixed and indexed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a range of investment programs.

Katherine Taylor is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Shade on the Canal, Ohio University, and Teays Valley High School. She also holds a real estate license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to generate tailored recommendations delivered through a centralized consulting team.

Michael Barrett is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Koby Taylor is a financial advisor at MassMutual Investors Services with Series 66 registration and one year of industry experience. Prior to joining the firm, he worked in various roles related to golf course management and services. He also works as an independent contractor golf caddie. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

John Cook is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.