Lori Hoefler is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 licenses and with 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC across multiple terms since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research to support its services.

Christopher Wilkin is a CFP® professional with 14 years of industry experience, currently serving at Osaic since 2023. He also holds the position of Director of Financial Planning at Vorisek Financial Corporation. Wilkin is a board member of Help I Need Transportation, a nonprofit that provides cars and car repairs to those in need in the Central Ohio area. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, through a broad network of advisers offering brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and portfolio management strategies incorporating a range of investment options to meet client goals.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and more than 26 years of industry experience. He has been with Cambridge since 2011, serving in advisory roles primarily through their affiliated entities. Outside of advising, Gill is a musician who performs guitar and vocals at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and solutions, with both discretionary and non-discretionary strategies tailored to client objectives.

Brent Yekisa is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2025 and previously spent 15 years with Edward Jones. He is based in Dublin, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Larry Queen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 48 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2011. Outside of his advisory work, he is involved in property management and is a partner in a building management business in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, proprietary model strategies, and access to third-party managers.

Chris Bardos is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 designations and has 39 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009 and has been involved with Ascend Advisory Group, LLC since 2001. Bardos is also a majority owner of Bardos Gibson & Reilly LLC and Bardos Financial LLC, entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds and integrates advisory services with various financial product offerings and referral channels.

Gregory Zunkiewicz is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Morgan Stanley in Dublin, Ohio. He previously worked at Edward Jones for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is employed by The Ohio State University and serves on the finance committee of the advisory board for Short North Stage, an arts and culture organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes standardized planning tools and analysis as part of its financial planning process.

Cherie Walker is a financial advisor with Primerica Advisors in Dublin, OH, holding 10 years of industry experience. She has worked at multiple firms including PFS Investments Inc. and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in sales of non-investment related home security and automation products through affiliates of her firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Johnson is a financial advisor with Ameriprise who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2020. Outside of his advisory role, Johnson is involved in tutoring students at various educational levels and operates a consulting business through Apex Consultants LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ethan Kelly is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work includes positions at UBS Financial Services Inc. and Heartland Bank, as well as roles outside finance such as at Urban Meyer’s Pint House and Leo’s Ristorante. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management styles.

Scott Bentley is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Bentley serves on the Board of Directors for Residential Options and is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Nathaniel Maldonado is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Mary Day is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jerry Derhodes is a financial advisor with Primerica Advisors based in Dublin, OH. He holds a Series 63 designation and has 10 years of industry experience. His career includes service with several county boards of elections and work at PFS Investments Inc. since 2016. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies through a large network of advisors and manages approximately $15.5 billion in assets under management.

Brian Peters is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Anthony Insana is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of advising, he is the owner and sole proprietor of Insana Properties, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party management solutions.

Robert Jobe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Co. and Equitable Advisors, as well as work in education and municipal service in Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Drew Witchousky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bluestone Wealth Partners, Lincoln Financial Advisors, and Nationwide. He is also involved with Telhio Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and technology tools across a broad advisory and non-advisory platform.

William Montgomery is a financial advisor with OSAIC based in Columbus, OH, holding a Series 63 designation and 36 years of industry experience. His prior firms include Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. He is also involved with Wealth Management Solutions, LLC, where he serves as a financial advisor. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Lawrence Elovitz is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 66 license and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at PNC Bank for a combined total of ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, leveraging both proprietary and third-party strategies across various investment approaches.