John Bean is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Bean also serves on the board of a nonprofit organization, C2K Basketball LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Richard Englefield III is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Park National Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Victor Newman II is a financial advisor with LPL Financial, holding a Series 66 license and bringing 26 years of industry experience. He has worked at LPL Financial since 2020 and was previously with Avantax Advisory Services and related entities for nearly two decades. Newman also owns Victor Newman & Company, LLC, which provides tax preparation and accounting services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial and credit-related products.

Colin Keefe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following four years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Francis Park is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022, following previous roles at JP Morgan Asset Management and Morgan Stanley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brent Gilmore is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held prior roles at United Planners' Financial Services and operates Step Up Wealth Management, LLC. Additionally, he serves as Director of the Saints and Sinners Golf League, an organization active since 2004. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and platforms.

Clair Reich is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, Clair worked at Lincoln Financial Advisors, LPL Financial, Gladstone Institutional Advisory, and Blue Stone Wealth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad menu of planning options supported by proprietary research and tools.

David Dherete is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he is the President of the Upper Arlington Football Association, a nonprofit supporting the local high school football program, where he is involved in board leadership and event coordination. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Mark Brown is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including roles at Wells Fargo Clearing from 2016 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically discrete and tailored to client needs.

Nathaniel Golden is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Raymond James & Associates and previously worked in various roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory work, he serves as a Voting Location Manager for the Franklin County Board of Elections. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Mcalpine is a financial advisor with Wells Fargo Advisors in Dublin, Ohio. He holds Series 63 and Series 65 designations and has 50 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research, planning tools, and simulation models to deliver tailored recommendations.

Jessica Diemer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Citibank and Morgan Stanley, where she worked for over a decade. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by in-house research and third-party analytics.

Amanda Joseph is a ChFC® credentialed advisor at Raymond James Financial with 14 years of industry experience. She has worked at Logan and Reed Wealth Partners since 2024 and has been with Raymond James Financial Services, Inc. since 2011. Outside of her advisory work, she serves as Treasurer for the Hilliard Weaver Middle School Parent Teacher Organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Daydeon Baron Galbavi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at First Merchants Bank and Equitable Financial Life Insurance Co. Before entering financial services, he worked in educational and university settings, including Denison University and The Learning Professionals, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Susan Finefrock is a CFP® professional with 20 years of experience in financial advising. She is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Advisory Services. Susan serves as a FINRA arbitrator and holds leadership roles in the Zonta Club of Columbus, a nonprofit organization focused on supporting women’s causes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diverse portfolios and supports multiple advisory platforms and legacy programs.

Christopher Adkins is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. before joining Ameriprise in 2017. Outside of his advisory role, he serves on the Finance Council at St. Agatha Parish in Upper Arlington, OH. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-backed recommendations tailored to clients’ financial situations.

Clayton J. Callahan is a financial advisor with Wells Fargo Clearing in Troy, Ohio, holding a Series 66 designation and 20 years of industry experience. He previously worked at UBS Financial Services Inc. from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tony Penzone is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. He worked at Merrill from 1971 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by tools such as Monte Carlo simulations and serves clients both directly and through corporate financial planning agreements.

Brandon Arens is a financial advisor with Mass Mutual Investors Services. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Sanfillipo Financial, LLC. Arens is also a licensed insurance agent involved in the sale of life, disability, and fixed annuity insurance products. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Brandon Baxter is a financial advisor with LPL Financial based in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at The Huntington Investment Company and Huntington National 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.