Edward Waldrop is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

David Bentz is a financial advisor with LPL Financial based in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017. In addition to his advisory work, Bentz teaches at Columbus State Community College and is involved with Dublin Advisors LLC, a CPA affiliate program. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Nathaniel Tatum is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, U.S. Bancorp Investments, U.S. Bank, DoorDash, and Quicken Loans. He is also listed as an owner/partner of Above the Bar Fitness, LLC, a health and fitness business that has not been active. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Blevins is a financial advisor with Raymond James Financial in Upper Arlington, OH, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors for three years. Outside of his advisory role, he is co-owner of Rowlette Executive Search, where he currently manages bookkeeping duties. 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 municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Beck is a financial advisor with LPL Financial based in Worthington, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., and served in the U.S. Army from 2020 to 2023. Outside of his advisory role, Beck also consults with healthcare companies CentricHC and AccelWell. 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 broad range of financial planning and portfolio management solutions, leveraging a large network of advisors and technology tools.

Joseph Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 16 years. He is a partner at Milholland & Mitchell Financial Group, a financial planning practice based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Claire Cookston is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Cetera Investment Services and Foresters Financial Services. Outside of finance, she was involved with Amazing Joes for three years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jeff Gilbert is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and over 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Nick Beres is a CFP® professional with 21 years of industry experience. He is currently affiliated with LPL Financial and also operates Beres Wealth Management. His prior experience includes roles at Raymond James Financial and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategic and tactical tools.

Allen Crock is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank, National Association. He is a member of the finance committee at St. Brendan the Navigator in Hillard, OH. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad offering that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation options.

Nicholas Lanctot is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Transamerica Capital Inc. and Nuveen Securities, LLC. He operates a support company called JDS Financial in Powell, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits, employing tailored, non-discretionary planning and advanced analytical tools.

Marissa Korbini is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. She has been with the firm since 2022 and has prior experience working with Baylor Athletics and various educational institutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning.

Fred Carini is a financial advisor at J.P. Morgan Securities with four years of industry experience and a Series 66 designation. His prior work includes roles at Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in its investment recommendations.

Jessica Wells is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2021 and previously spent five years at Edward Jones. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Solomon Gamertsfelder is a financial advisor with Wells Fargo Advisors in Dublin, OH. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through discrete engagements.

Angela Mcneill is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Fidelity Investments and its affiliated entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Vince Finney is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Citigroup Global Markets. Outside of his advisory work, he is involved with the Finney Foundation, which issues grants to various charities, and serves as a committee member of the Liberty 2040 Community Committee focused on local recreational resources. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions supported by a large network of over 14,000 financial advisors.

Steven Backus is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for 10 years. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research, with a focus on tax-aware strategies and risk management.

Jeffrey Korbini is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Wells Fargo Advisors Financial Network since 2009. He also maintains involvement with Ascend Advisory Group LLC and owns Korbini Financial Services LLC, through which he conducts a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Abigail Starrett is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Stonebridge Wealth Strategies for one year. Outside of her advisory roles, she has experience working with the Columbus Zoo and Aquarium and has been self-employed for several years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a variety of advisory programs and third-party asset managers, focusing on aligning clients’ needs with appropriate investment models and discretionary management options.