Brandt Cookston is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, following roles at Family Leisure and Ball State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Aria Marting is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Aria worked at The Little Bar in Columbus, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Richard Obrien is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life for 20 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Rebecca Krutko is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2011, currently serving at Morgan Stanley Private Bank, N.A. in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and models.

Neil Zipfel is a financial advisor with Ameriprise in Worthington, Ohio, holding a Series 63 designation and over 21 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2005 to 2018 before joining Ameriprise Financial Services Inc., where he worked until 2020. Outside of advising, he is involved in real estate through ownership and management of commercial properties via a holding company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support planning, with an emphasis on assets held in Ameriprise-managed accounts.

Robert Artim is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is an independent insurance agent and owns several business entities unrelated to investment management. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management and utilizes proprietary and third-party model strategies.

Paul Carbetta II is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Carbetta has served as past chairman of the Dicke College of Business Advisory Board at Ohio Northern University and holds leadership roles in several business and community organizations. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, written recommendation reports through a centralized consulting team.

Kristin Corsi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Lori Tose is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities Inc. and Wells Fargo Clearing Services LLC. In addition to her advisory role, she is a notary public in the state of Ohio. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using its proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.

Leah Smith is a financial advisor at Morgan Stanley in Dublin, Ohio, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating investment modeling techniques, while acting primarily in an advisory capacity.

Clay Daney is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His career includes roles at J.P. Morgan Chase Bank, KeyBank, and Klarna Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team.

Kevin Jones is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and 15 years of industry experience. Prior to joining Ameriprise, he worked for The Huntington Investment Company for 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and tax-aware strategies within a managed account framework.

Melissa Falkenbach is a financial advisor with Stifel in Dublin, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2016 and previously at Fifth Third Securities, Inc. from 2012 to 2016. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Lindsey Williams is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and previously worked at Richwood Bank Co., TJ Maxx, and Dairy Queen. Outside of finance, Lindsey is a dance instructor with Energy Arts in Marysville, OH. 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 investment management solutions, utilizing both proprietary and third-party strategies.

Sean Lafferty is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, serving in various capacities including Investment Consultant and Planning Consultant. Prior to his tenure at Fidelity, Sean worked as a Wholesaler at Nationwide from 2014 to 2021. Sean holds the Chartered Financial Consultant® designation. His professional approach centers on crafting financial strategies that begin with understanding each client's individual story, a perspective influenced by his upbringing in his family's comedy club. Outside of his professional responsibilities, Sean enjoys watching Cincinnati sports, working on his golf game, and spending time with his golden retriever. His personal interests also include comedy, football, kayaking, and music.

Michael Anania is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Bank of America, NA, and Merrill Lynch. 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, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Jeremy Albrecht is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliates of Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, planner-led wealth management, and online advice, using a committee-driven modeling process with diversified portfolios and long-term investment strategies.

Christopher Fisher is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Morgan Stanley and Discover Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and oversight controls.

Kristen Welcome is a financial advisor with Ameriprise in Delaware, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2007. Outside of her advisory role, she engages in freelance writing, creating both fiction and non-investment-related non-fiction content for potential monetization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm’s approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Andrew Widing is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at Wells Fargo Clearing and KeyBanc Capital Markets Inc. He is based in Dublin, Ohio. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.