Thomas Higgins is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Advisors Asset Management, Inc., Hennion & Walsh, Inc., Guggenheim Funds Distributors LLC, and Nuveen Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs and a combination of in-house and third-party investment managers.

Carrin Wester is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding the Series 66 designation with three years of industry experience. Prior to joining Wells Fargo in 2022, she worked for the City of Gahanna and the Law Office of Kelly Patton. Wester serves as a member of the City of Gahanna Civil Service Commission and is involved with the Gahanna Area Chamber of Commerce Board of Directors. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet a net-worth threshold with a broad range of planning options and integrates advisory services with other financial products and referral channels.

Kelly Bartko is a financial advisor with Raymond James Financial in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Bartko has been with Raymond James Financial Services since 2005 and currently co-owns Robinson, Piazza, & Jones LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary strategies supported by analytical modeling and technology tools.

Laura Sale is a ChFC® credentialed financial advisor with 30 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, she spent two decades at TIAA-CREF. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory capabilities with broker-dealer and investment management functions.

Randall Rubenstein is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with MML Investors Services, MassMutual Life Insurance Co, and MSI Financial Services since 2016. In addition to his advisory role, he holds an outside insurance agent position covering life, health, group life, group health insurance, fixed annuities, and long-term care disability income. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager portfolios and delivers planning services through collaborative, annual engagements using firm-approved analytical tools.

Sean Passmore is a Certified Financial Planner (CFP®) with six years of industry experience. He has worked at Edward Jones since 2019. Prior to his current role, he was involved in lawn and landscape services and the hospitality industry. Passmore is also the owner of an e-commerce business operating online stores. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations, with a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Donnita Mackie is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She is involved in managing her advisory business and is affiliated with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jacquelyn Murphy is a CFP® with 26 years of industry experience, all spent at Edward Jones in Columbus, OH. She has been with the firm since 2000. Outside of her advisory role, she is a co-owner of a vacation property in Huntsville, OH. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mary Gilmore is a financial advisor with Cambridge Investment Research Advisors, holding 15 years of industry experience. She has worked at Step Up Wealth Management LLC and United Planners' Financial Services, and has operated Gilmore Enterprises, Inc. for over 30 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using proprietary and third-party strategies across multiple platform arrangements.

Matthew Hanuska is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Pride One. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mary Gentry is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. She previously worked at Vertiv and Summers Ventures LLC and spent time in homemaking roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a planning process based on structured discovery conversations and firm-approved tools.

Megan Torski is a financial advisor at Morgan Stanley in Dublin, Ohio, with four years of industry experience. She has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, Megan was involved with 101 Beer Kitchen for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Nathan Daugherty is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He also serves as a notary in Dublin, Ohio. 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 through a large network of representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

B Fry is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and 23 years of industry experience. Their career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as experience at Citigroup Global Markets. Outside of advisory work, B Fry serves as a notary public in Sylvania, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services. The firm employs research and analytics from its investment institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Danny Mizer Jr. is a Series 66-licensed financial advisor with Ameriprise in Columbus, OH, and has 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Jeffrey Boardman is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Huntington Investment Company, PNC Investments, PNC Wealth Management, and Natcity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

John Biteman is a financial advisor with LPL Financial in Worthington, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, Sterne Agee Investment Advisor Services, and Wrp Investments. He is also involved with Financial Concepts, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of discretionary and non-discretionary investment strategies.

Kimberly Amaya is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and has been affiliated with Primevision Financial Group since 2018. Outside of advisory services, she is involved in sales of investment-related and home security products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm operates at scale with a large network of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Maria Grandominico is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors Financial Network is a 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 specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Andrew Cramer is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 16 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Co. In addition to his advisory work, he operates as an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that utilize firm-approved software and tools.