Christopher Lott is a financial advisor at UBS Financial Services in Columbus, OH, holding the Series 66 designation with one year of industry experience. His prior work includes roles at JCORR Mechanical and Groovy Plants Ranch, as well as several years at The Ohio State University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial planning and portfolio management to client goals. The firm offers institutional trading capabilities alongside wealth management and a comprehensive platform of capital markets and lending services.

Cody Anderson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Merrill and Bank of America. Prior to his current role, he was involved with Seniors Choice Home Care for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process that incorporates quantitative modeling and ESG criteria.

Ethan Bourn is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at New York Life and was involved with the Mid Ohio Food Collective. Ethan’s background also includes roles in education at Ohio State University and Olentangy Local Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Jackson Evans is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual and experience in various other fields including food service and healthcare support. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset management programs through a network of Investment Adviser Representatives and third-party managers.

Marquis Bloomingdale is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2016. Outside of his financial advisory role, Marquis is involved in the restaurant industry as a server at Sunny Street Café, a position he has held since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and advisory arrangements.

Jaime Goubeaux is a financial advisor with Ameriprise in Powell, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate advisory business through M and J LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service designed for individuals with substantial investable assets. The firm integrates research, modeling, and tax-efficient strategies to provide tailored, written recommendations with an emphasis on assets held in Ameriprise-managed accounts.

Justin Myers is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019, with prior experience at Foresters Financial and Foresters Advisory Services. Outside of his advisory work, he serves as a middle school basketball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Benjamin Krajnak is a CFP® currently with Wells Fargo Advisors in Dublin, OH, with four years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Bank of America, Merrill, and Fifth Third Bank. Before entering financial services, he worked at the University of Dayton Office of Admissions & Financial Aid. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, serving clients with a variety of specialized planning needs.

James Trapp is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert Baird since 2019. Prior to that, he worked at J.J.B. Hilliard W.L. Lyons. Outside of advising, he serves as a co-trustee for a family account and is involved with the operations of a family farm in Grove City, Ohio. Robert Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through the DDK Group within its Private Wealth Management department. The firm offers a variety of services including financial planning, portfolio management, and separate account programs, with a focus on manager selection, internal research, and a range of investment strategies.

Bryan Cenky is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2020, he worked at Cetera and Minster Bank. Outside of his advisory work, he owns a corn and soybean farm and serves on the board of the Farm Service Agency, a nonprofit organization. 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 financial planning and investment management services, utilizing model portfolios, third-party asset managers, and customized strategies.

Ryan Sweeney is a financial advisor with Equitable Advisors in Worthington, Ohio, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2011. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a model that assesses client risk tolerance and matches them with program models or discretionary managers, offering a range of investment options through third-party sponsors and affiliated asset managers.

Elizabeth Rugg is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining UBS in 2018, she worked at BrightHouse Securities, LLC and MetLife Investors Distribution Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Erin Vogel is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Stephen Matson Sr. is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and previously worked at Creative Financial Designs and Matson Insurance Agency, where he continues to operate a life and health insurance business. Matson also dedicates time to estate and financial planning through Matson Retirement Planning Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Jeffrey Lammert is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2025. He previously worked for nine years at Lincoln Financial Advisors. His business activities include offering accident and health insurance, disability insurance, long-term care, equity indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services and uses advanced asset-allocation tools and third-party solutions to manage diversified portfolios.

Sandy Davis is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. Davis has 11 years of experience and has worked exclusively within various divisions of JPMorgan Chase since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Ellwood is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Adventure Films Ltd., The Davey Tree Expert Company, and municipal roles in New Albany and Dublin, Ohio. Outside of finance, he is involved with Adventure Films Ltd., a self-employed venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jonathan Stewart is a CFP®-certified financial advisor with Edward Jones, based in Hillard, Ohio, and has 20 years of industry experience. He previously worked at Morgan Stanley for six years before joining Edward Jones in 2021. Outside of his advisory role, he owns and operates Blue Sky Stables, LLC, managing small-scale agricultural activities on personal property in Plain City, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Amanda Ogg is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Kevin Smith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.