Richard Visintine is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. 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 utilizes proprietary research and capital market assumptions to tailor client plans.

Amanda Beecher is a financial advisor at Edward Jones in Marysville, Ohio, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Daniel Bertke is a financial advisor at Morgan Stanley in Dublin, Ohio, with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following a one-year tenure at The Adecco Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Deborah Hivnor is a financial advisor with Primerica Advisors in Columbus, OH, holding over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1986. Her other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Julie Cason is a CFP® with 17 years of industry experience currently working at Fidelity in Worthington, OH. She has been with Fidelity Investments and its affiliated firms since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Javier Piquero is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a co-owner of TRLT Ventures LLC, where he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Samantha Winner is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has held roles at Raymond James Financial Services, Wells Fargo Clearing, UBS Financial Services, JP Morgan Securities, Morgan Stanley, and Merrill. In addition to her advisory work, she is an associate at FM Investments, providing financial advisory services within F&M State Bank. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, brokerage, and affiliated trust and insurance services.

Michelle Christian is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at PNC Wealth Management and Natcity Investments, Inc. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory services.

Carl Swanson is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Cadaret Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of his advisory role, Swanson is involved in artistic pursuits as a musician and model, and he operates a custom furniture and carpentry business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Max Mollaun is a financial advisor with Ameriprise in Sunbury, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at JP Morgan and Facet Wealth. Outside of finance, he worked at WQME Radio Station from 2013 to 2017. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jonathan Archer is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio, holding CFP® and ChFC® designations and 16 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2010. In addition to his advisory role, Archer serves as an adjunct instructor and moderator teaching designation classes for The American College. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers various specialized planning programs.

Robert Moranville is a financial advisor with Raymond James Financial in Powell, Ohio, holding a Series 63 designation and with 23 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2008, following a prior year at Edward Jones. Outside of his advisory role, Moranville serves on the finance and investment committee as well as the leadership board of Powell United Methodist Church, where he participates in overseeing the church’s endowment fund. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary, tailored advice supported by advanced risk profiling and modeling tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Caitlin Davis is a CFP® and holds a Series 66 license with three years of industry experience. She has been with Edward Jones since 2022 and previously worked at Cure Ohio, Wine Trends, and Seventh Son Brewing Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jeffrey Beasley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax and Independent Financial Partners. Outside of his advisory work, he serves as a youth coach for the Plain City Area Ball Association, a nonprofit organization offering youth sports programs. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors, serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through various program platforms and custodial relationships.

Ryan Mink is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Previously, he worked at Morgan Stanley Wealth Management, Guardian Life Insurance Company, and Edward Jones Investments. In addition to his advisory role, he is a financial professional at Three Creeks Capital Management LLC, where he focuses on wealth and investment management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Schrepferman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial Services since 2004 and the broader firm since 2009. He is a co-owner of KMS Partners, LLC, a business established with two colleagues to manage office expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a network of advisors with a range of advisory programs and specialized municipal and retirement plan consulting services.

Bradley Shook is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include service in the United States Army, work with Mutual of Omaha and its Investor Services division, and involvement in the Ohio House of Representatives. He is also the owner of Appian Way, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

Kelly Sobeck is a financial advisor at Thrivent Investment Management holding a Series 66 designation. Sobeck has held roles at Thrivent Financial since 2026 and previously worked at Zurich American Insurance Company, Growth Focused Insights & Research, McGraw Hill Education, and Nationwide Mutual Insurance Company. Outside of these roles, Sobeck volunteered in the community from 2024 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option while keeping the services separate.

John Foley is a financial advisor with Raymond James Financial, holding a Series 66 designation and totaling 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and previously with Asset Management Consultants. Outside of his advisory role, Foley serves as an officer responsible for investments at both Foley & Fields and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using detailed analytical tools and supports a broad network of advisors through various advisory programs.