Curtis Steube is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and capital markets services.

Philip Kinney is a CFP® professional with 14 years of industry experience, currently affiliated with Wells Fargo Clearing in Dublin, OH. He has been with Wells Fargo Clearing since 2016 and previously worked at Merrill from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets across a large network of advisors.

Steven Shadeed is a CFP® professional with 23 years of industry experience, currently serving at Raymond James Financial in Columbus, OH. He previously worked at Brienza Financial Services for five years. He is also the owner of Shadeed Wealth Strategies, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary, tailored planning and consulting, utilizing analytical tools and maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ketan Parekh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and also owns an online store selling health products. Additionally, he volunteers as a parent at Our Lady of the Elms school. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high‑net‑worth clients. The firm curates third‑party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Beth Radcliff is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of her advisory role, she serves as a board member and volunteer for the Make-A-Wish Foundation and contributes to the Ohio University College of Business as a board member focused on curriculum relevance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling to support client decision-making.

Stephen Rogers is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Columbus, OH. His work history includes roles at VOYA Financial Advisors, Heartland Bank, and JC Wealth Management Group. Outside of his advisory career, he has been involved with Ohio Dominican University and several other ventures. 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 delivered through a large network of investment adviser representatives.

Kristen Sydney is a financial advisor with OSAIC in Columbus, Ohio, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation for over 27 years before joining OSAIC. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, where she reviews grant summaries and participates in foundation decision-making. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various tools such as asset-allocation models and risk assessments to construct portfolios, while supporting multiple advisory platforms and third-party managed account solutions.

Victor Zancudo is a financial advisor with Primerica Advisors in Grove City, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of his advisory work, he is a self-employed musician, serving as the lead singer and guitarist for a band. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jason Shaw is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at J.P. Morgan Securities and involvement with Three Nails to Freedom MC and Old Jocko Brand. Outside of finance, he serves as an independent pastor in Lancaster, Ohio, officiating weddings and funerals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Kathleen Lach is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 13 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including personalized financial planning supported by a structured discovery process and firm-approved tools.

Ryan Alge is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 credential and 13 years of industry experience. He has been associated with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. Outside of his advisory role, Alge is involved in property management through ownership and leasing operations at Arch City Properties, LLC and Arch City Properties Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates ESG criteria when recommending investment strategies.

Dashonda Jones Goins is a financial advisor with Primerica Advisors in Dublin, OH, holding eight years of industry experience. She has worked at Primerica Advisors since 2018 and previously held positions at Amazon and CitiTrends. Outside of her advisory role, she is active as a driver for DoorDash and Amazon Flex and serves as an ambassador for QSciences. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Colin Parks is a financial advisor with UBS Financial Services in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with UBS since 2007. Outside of his advisory role, he acts as trustee for a private mortgage made from his trust to a family member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Lynn Tramontano is a CFP® professional with 19 years of experience in the financial industry. She has been with Edward Jones since 2011. Outside of her advisory work, she is a 50% partner in 1776 Patriot Properties, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Macphail is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and has also maintained self-employed status since 1996. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Derek Voytovich is a CFP® with 10 years of industry experience and has been with Edward Jones since 2016. He is an investor in Zaftig Brewing Co, a brewery in Columbus, Ohio, involved in updating and expanding their taproom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

John Stevens is a financial advisor with Edward Jones in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Cardinal Health Inc. from 2014 to 2018. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Teach is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked for Huntington Investment Company for 12 years. Outside of his advisory role, Teach streams football video game content on Twitch. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Qiling Ruley is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and eight years of industry experience. She has worked at JPMorgan Chase Bank and JP Morgan Securities LLC since 2017. Outside of her advisory work, she is involved in healthcare as a home health care aide, assisting elderly clients with transportation and mobility. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Steven Gress is a financial advisor at Ameriprise in Dublin, Ohio, holding a Series 66 designation with 18 years of industry experience. He previously worked for The Huntington Investment Company from 2008 to 2026 and had a brief tenure at Edward Jones in 2008. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers written recommendations and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies for clients nearing or in retirement.