Thomas Reusser is a Series 66-licensed financial advisor with UBS Financial Services in Columbus, OH. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and capital markets activities.

Gregory Smith is a financial advisor with Ameriprise in Mount Gilead, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his primary role, he works as a paraplanner for franchise advisor James Johnson at JTJ Financial, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Chimene Locke is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding a Series 63 designation and 23 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she also works as an independent contractor for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Sara Canterbury is a financial advisor with Mass Mutual Investors Services in Bexley, Ohio, holding CFP® and Series 63 designations and possessing 17 years of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2009 and previously spent 16 years at Pottery Barn. Additionally, Canterbury is engaged in life, health, disability, long-term care, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools and offers a range of event-driven planning programs alongside educational seminars.

Rebecca Singer is a financial advisor at UBS Financial Services in Columbus, OH, with 10 years of industry experience. She has been with UBS Financial Services since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Michael Moore is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 11 years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various advanced investment strategies.

Randall Hoagland is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Dublin, OH, having previously worked at Wells Fargo Clearing Services, Thrivent Financial, Cambridge Investment Research, and Nationwide Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Anthony Reilly is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at Wells Fargo Advisors Financial Advisors LLC since 2009 and has been involved with Ascend Advisory Group LLC since 2001. Outside of his advisory work, he owns and manages several farming enterprises in Ohio and Kentucky. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Sonya Younker is a financial advisor at Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation with 18 years of industry experience. She has worked within Wells Fargo’s affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to tailor recommendations for clients who meet a net-worth threshold.

Robert Bishop is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior work includes more than three decades at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America. Outside of his advisory role, he is an author involved with Mason Alley Publishing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Jerod Cook is a financial advisor with LPL Financial based in Dublin, Ohio, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Caleb Sayre is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked at Hamilton Capital and was involved with the Mount Vernon Nazarene Athletic Department. He also has a background as a student at Mount Vernon Nazarene University and Olentangy Liberty High School. Raymond James & Associates 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, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Isaiah Speelman is a financial advisor at Edward Jones in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and other firms. He also has involvement with ZAY323, LLC, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Weibel is a CFP® professional with 12 years of experience in financial advising, currently with Edward Jones since 2014. He is based in Columbus, OH, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by one of the largest networks of financial advisors and branches in the industry.

William Weithman is a CFP® professional with 33 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2009, and also maintains a role at Lauterbach & Eilber. Outside of his advisory work, he serves as president of a homeowners association in Lewis Center, Ohio. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment implementation options through independent Financial Professionals, utilizing proprietary and third-party models tailored to client objectives.

Joseph Zarr is a financial advisor with Morgan Stanley based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. Since 2009, he has been associated with Morgan Stanley and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools that incorporate global return estimates and Monte Carlo simulations.

Cheryl Brown is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Mooney Financial Services Co., Inc. and H. Beck, Inc. In addition to her advisory work, she coaches teens on budgeting and resumes and is involved in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kyle Loch is a financial advisor with Primerica Advisors in Worthington, OH, holding 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2009. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies and discretionary separately managed accounts.

Nathan Stevens is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at J.P. Morgan, Wells Fargo, and PNC Investments. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Jason Jones is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Raymond James & Associates, Bank of America, Merrill, Allstate Insurance Company, Aptus Marketing, OneAmerica Securities, and State Life Insurance Co. He is a member of the Richland County Chamber of Commerce, a community organization focused on local business and economic development. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.