Kyle Goins is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Commonwealth Financial Network and Columbus State Community College. Outside of his advisory role, he is involved with Goins Wealth Strategies, a non-investment-related business based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports various advisory programs and institutional consulting services.

Andrea Larason is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for assets managed within Ameriprise.

David Rothstein is a Series 66-licensed financial advisor with Ameriprise Financial Services in Columbus, OH, bringing nine years of industry experience. He has served at Ameriprise since 2017 and previously worked at Ohio University. Rothstein is a member of the Ohio University Department of Finance Advisory Council and chairs the Investment Committee for the Foundation Planned Giving Committee at JewishColumbus. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates internal investment research and third-party data within a product ecosystem that includes affiliated sub-advised options and managed accounts.

Daniel Renz is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at German American Bank, UBS Financial Services, North Star Wealth Advisors, and Merrill. He currently serves as Director of Heartland Planning and Associates, a division of German American Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad network of more than 22,800 advisors.

Stacey Maham is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2014. Maham serves as Treasurer and board member of the Columbus Medical Research Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007 and has operated Miller Financial since 1993. Miller also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

John Natale is a financial advisor at Ameriprise with 12 years of industry experience. He has held roles at JPMorgan Investment Management and Diamond Hill prior to joining Ameriprise in 2020. Natale is a co-owner of Cortile, LLC, which manages Ameriprise business activities. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Christian Laver is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he owns businesses in insurance and benefits consulting as well as other ventures. Cambridge Investment Research Advisors serves a wide range of clients, including individuals across wealth levels, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various custody and platform arrangements.

Bradley Graham is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and 29 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as an advisory member of the Grace Polaris Church Gift Annuity Committee, assisting with investment terminology. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools. The firm offers tailored recommendations delivered through discrete planning engagements, alongside integrated financial products and services.

Shane Eversole is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

James Bardash is a financial advisor with Equitable Advisors in Powell, Ohio, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC and Signator Investors, Inc. He is also a licensed attorney with limited use of a notary public license and participates in life settlement transactions through an approved broker. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers, emphasizing fiduciary services and offering both proprietary and third-party investment solutions.

Maxwell Prentis is a financial advisor with Ameriprise who holds a Series 66 credential and has five years of industry experience. His prior roles include positions at Merrill and Merrill Lynch. Outside of finance, he has been involved in real estate ownership unrelated to his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, third-party data, and algorithmic tools to provide tailored recommendations.

Stacy Mc Van is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2024, Stacy worked for Edward Jones for 10 years. Outside of advising, Stacy is the owner of CJ Transit, a business involving a single bus held in an LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm emphasizes tailored, non-discretionary financial planning and consulting, supported by diverse portfolio management options and municipal advisory services.

Lucas Koffler is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes over a decade at Wells Fargo entities, beginning in 2009. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Samuel Lee is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience, with prior roles including positions at NYLife Securities, Western & Southern Life, and Thermeq Co. He also spent five years working at Bowling Green State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Thomas Bates is a CFP® and ChFC® with 44 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. He has experience as an independent insurance agent and holds leadership roles in nonprofit organizations, including serving as president of the board for A+ Arts Academy and the alumni board for Delta Upsilon Fraternity. Bates is also involved in managing office rental properties and consulting for a private construction firm. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a wide network of independent professionals, utilizing a variety of direct portfolio management and model-based solutions tailored to client objectives.

Gregory Rustemeyer is a financial advisor with Raymond James & Associates in Dublin, Ohio, with 38 years of industry experience. He previously worked at Bank of America and Merrill for 13 years each before joining Raymond James in 2022. Outside of his advisory role, he serves as a committee member for SCI International, a charitable organization focused on conservation fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Kenneth Nesselroad is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he owns and operates an investment-related business, Nesselroad & Associates, and manages another related entity focused on commercial property. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing comprehensive investment and financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Bryan England is a financial advisor at LPL Financial in Columbus, OH, holding a Series 66 designation with six years of industry experience. His previous roles include positions at Raymond James Financial Services and Advanced Drainage Systems. He is also associated with Bauers Financial Group. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Eric Friedman is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and is also the owner of Scioto Wealth Advisors, LLC, a separate financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.