Michael Aljancic is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is the owner of Aljancic Financial Services LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and delivers tailored recommendations through a combination of research, planning tools, and client meetings.

Susan Koski is a CFP® with 18 years of industry experience, currently affiliated with Thrivent Investment Management since 2021. Her prior experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as Secretary for the Depp Elementary PTO Board, where she helps coordinate communications and activities for the school community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial plans without discretionary account management. The firm integrates planning with managed-account programs under a consolidated billing option but maintains separate planning and investment services.

David Goins is a CFP®-designated financial advisor at Raymond James Financial with 33 years of industry experience. His prior roles include 16 years at Commonwealth Financial Network and five years at Citigroup Global Markets. He serves as board chair for the Memorial Health Foundation in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes non-discretionary advice using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Irish is a financial advisor at Stifel based in Dublin, Ohio, with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee at Our Lady of Lourdes Catholic Church, volunteers with Saint Vincent De Paul focusing on assisting the elderly, and is an usher at Ohio State University home football games. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Alexander is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with Wells Fargo Advisors in Dublin, Ohio. His prior roles include positions at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Alexander is also involved in managing investment-related businesses, including ownership interests in TRI-OAK Financial, LLC and Phil Alexander, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to deliver tailored recommendations. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning.

Ronald Joan II is a Series 66-registered financial advisor with Mass Mutual Investors Services, where he has worked since 2025. He has three years of industry experience, including prior roles at Jared Jewellers and American Senior Benefits. Outside the financial industry, he works as a delivery service agent for DoorDash. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning engagements supported by advanced analytical tools.

Michael Kerr is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following roles in the restaurant and financial services sectors. Outside of advising, he is involved in managing a real estate business through Frostbridge, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Alexandria Sperry is a financial advisor at Stifel with a Series 66 designation and experience beginning in 2024. Prior to joining Stifel, she worked in education roles including positions at Dublin Scioto High School and Miamisburg High School, and she has managed a small business, AREK Enterprises, which operates a food service wagon. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group.

Ryan Thomas is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Morgan Stanley Smith Barney, Abercrombie, and JPMorgan Chase. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a wide network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools and multiple third-party solutions to construct and manage portfolios tailored to client needs.

Joshua Schenker is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held positions at AXA Advisors and Valic Financial Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. 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.

James Stout is a financial advisor with Equitable Advisors in Columbus, OH. He holds Series 65 and Series 63 registrations and has experience in the Ohio Army National Guard since 2009. Prior to joining Equitable Advisors in 2026, he worked in engineering and performance products roles. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Kevin Kull is a CFA® charterholder and holds the Series 66 license, with four years of experience in financial advising. He is currently with Wells Fargo Advisors and previously worked at Summit Financial, Keebeck Wealth Management, 2020 Capital Advisors, Wealthstone Advisors, and Huntington National Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas like business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Jason Daron is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Morgan Stanley and Nationwide Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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 meeting net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning.

Fred Minich is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Based in Upper Arlington, OH, Minich holds Series 63 and CFP® designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Melissa Rush is a financial advisor with UBS Financial Services in Powell, OH, holding a Series 63 designation and 32 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Vance Steele is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, with one year of industry experience. He previously worked at Key Investment Services and KeyBank. Outside of financial advising, he owns a residential painting business, Advance Painting & Design, which he operates on a limited basis for select projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Robert Zabrocki is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds a Series 66 designation and has worked with Mass Mutual Investors Services since 2017, following a 15-year tenure at MetLife Securities Inc. Outside of his advisory role, Zabrocki serves as an election poll worker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs, educational seminars, and recently added standalone Divorce Planning.

Sean Mc Evoy is a financial advisor with LPL Financial in Columbus, Ohio, holding the CFP® and ChFC® designations and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Raymond James Financial Services, and Fifth Third Securities. Outside of his advisory work, he is involved with the Upper Arlington United Soccer Club and Hastings Middle School in non-investment-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Olivia Brough is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2021. Outside of finance, she is developing a children's book intended for print-on-demand sales. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joshua Woodby is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Dublin, OH, and has 21 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at J.P. Morgan Securities for five years. He is also involved with 3 Wood LLC, an outside business activity he has maintained since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.