Michael Roderick is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also a founder and board member of Embrace the First Step, a nonprofit organization based in New Albany, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that supports both advisory programs and financial product sales.

Christopher Cennamo is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

Joshua Young is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at UBS Financial Services since 2012. He is based in Gahanna, Ohio, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family LLC focused on estate planning and asset protection and provides financing information to support his wife's real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management. The firm integrates proprietary research and institutional trading capabilities within its wealth management platform.

Patrick King is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. King holds a Series 63 designation and serves on several local boards, including the Solid Waste Authority of Central Ohio, the County Hospital Commission of Franklin County, the City of Bexley Board of Zoning and Planning, and the Bexley City School District Board of Education. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients maintaining discretion over implementation.

Joseph Bettendorf is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the advancement committee of Cristo Rey Columbus High School, assisting with securing corporate grants and private donations, and is a member of the University of Dayton School of Business Administration Flyer Investments Fund Advisory Council. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alexander Miranda is a Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where he has worked for a total of three years. His prior experience includes roles at Edward Jones, Bank of America - Merrill Lynch, and UBS Financial Services. Outside of his advisory work, he is the owner and developer of FitConnect LLC, a fitness and social media app that uses AI to connect gym partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alan Smith is a financial advisor with Morgan Stanley in Columbus, OH. He holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to help clients develop personalized plans.

Owen Faulkner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Thompson is a Series 66-registered financial advisor with Morgan Stanley, based in Columbus, OH, and has 12 years of industry experience. He has been with Morgan Stanley since 1994, with a continuous tenure at the firm up to the present. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Angelica Wolfe is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan and related firms since 2016. Outside of her advisory work, she is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and she is an independent contractor selling hair and skin beauty products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services 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.

Catherine Callard is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 credential and has worked previously at JJB Hilliard WL Lyons LLC and Fifth Third Securities. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Gregory Carlo is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent since 2016, initially with Thrivent Financial and then with Thrivent Investment Management. Outside his advisory role, Gregory serves as a board member and coach for the Hilliard Baseball Association, a nonprofit supporting youth baseball programs in the Hilliard City Schools district, and also works as a youth baseball umpire. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its consolidated WealthPlan platform while maintaining separate service delivery.

Da'vonn Cliver is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential with six years of industry experience. He previously worked at Tailored Management and Sequoia Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory offerings.

Mark Lieser is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Lieser has been with Robert Baird & Co. since 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology in its advisory processes.

Angel Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to focusing on financial services, Angel worked in the restaurant industry, including roles at Er Ge Hot Pot and BBQ and Xin Japanese Restaurant. Angel also worked as a part-time food server outside of the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Amy Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Wells Fargo Clearing Services. Outside of her advisory role, she is a notary public in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory support.

Jordan Williams is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles including at J.P. Morgan Chase and Lowe's. Outside of finance, he has been a contractor delivering food for DoorDash since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Tod Creasap is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market-based modeling techniques.

Steven Lovell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at firms including Morgan Stanley Smith Barney LLC and Key Investment Services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to various third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.