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 Series 66-licensed financial advisor with Morgan Stanley in Dublin, Ohio, where she has worked since 2017. She has eight years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery and modeling tools to assist clients in developing personalized financial plans.

Melissa Falkenbach is a financial advisor with Stifel in Dublin, Ohio, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by 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.

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.

Charles Ballou is a CFP® with 53 years of industry experience, currently affiliated with Raymond James Financial in Columbus, OH. He has been with Raymond James Financial Services, Inc. since 1985 and the broader Raymond James Financial firm since 2009. Ballou is also the owner and principal of the Ballou Family Office, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a range of advisory programs alongside specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

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 in Dublin, Ohio, holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Mathews is a financial advisor at OSAIC with 27 years of industry experience. He previously worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of advising, he is the owner of Emerald Financial Advisors, an LLC focused on financial advisory services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Jeff Cullman is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 63 designation and 31 years of industry experience. His prior roles include long tenures at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. He serves as an advisor to the board of governors at The Lakes Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored recommendations supported by proprietary research and tools, with planning services covering diverse needs such as retirement, education, business-owner transition, and special-needs planning.

Nicholas Kaldis is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Cassidy Davies is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cassidy worked in education roles at Hilliard City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves individuals—including both non‑high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party asset managers and LPL-sponsored advisory programs.

Trace Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His work history includes roles at Merrill Lynch and Asset Management Consultants, along with administrative positions at Foley and Fields Wealth Strategies and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Adam Young is a financial advisor at Edelman Financial Engines based in Dublin, Ohio. He holds a Series 65 credential and has seven years of industry experience. His prior work includes a position at Jersey Mike's Subs and a role at Arizona State University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

William Calpin is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Battelle Memorial Institute and served in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and services under a fiduciary standard.

Jonathan Hastings is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AssuredPartners and Cetera Wealth Services, LLC. Outside of advising, he is involved in insurance sales and is the owner of Hastings Elite, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, utilizing a multi-manager platform that supports diverse investment strategies and program structures.

Nicholas Jones is a Series 66-licensed financial advisor with UBS Financial Services in Columbus, OH, and has one year of industry experience. His prior work includes positions at Fidelity Investments, Kühne + Nagel, Brightview Health, Procter & Gamble, and Cavalier Distributing Company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Sara Stephan is a financial advisor at Wells Fargo Advisors with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities and Citizens Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.