Roger Baughman is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Baughman holds a Series 63 designation. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Aleksandar Kocevski is a financial advisor with J.P. Morgan Securities in Worthington, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2015, as well as a position at Franklin University from 2014 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Thomas Vorisek is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corp for 18 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a member of the Ohio Wildlife Council, a state board involved in wildlife policy and rulemaking. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Maya Skaf is a Series 66 credentialed financial advisor with four years of industry experience. She has worked at Cetera since 2022 and previously held positions at Centene Corporation, Beacon Health Solutions, and OSU James Cancer Hospital. She is co-owner of Skafco Financial, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Dukart is a financial advisor at Mass Mutual Investors Services with four years of industry experience. Prior to his current role, he worked at L Brands and Deloitte. Outside of advising, he is involved in freelance writing for an ice hockey blog, serves as a sports official evaluator for the Columbus Chill Hockey Club, and co-owns a hockey-focused broadcasting platform. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by proprietary software and educational seminars.

Kavitha Raghukanth is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates as both a broker-dealer and investment adviser, combining institutional advisory capabilities with additional market-facing functions.

Catherine Callard is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 credential and has worked previously at JJB Hilliard WL Lyons LLC and Fifth Third Securities. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Parker Salata is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with Cetera since 2019, previously working at Foresters Advisory Services LLC and Foresters Financial Services. He is also co-owner of Skafco Financial, a business affiliated with Cetera. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Adam Day is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to his current role, he worked at firms including Fidelity Brokerage Services and Infinex Investments. He is also the sole owner of AD Financial Services, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients selecting implementation options through brokerage or advisory programs.

Michael Menning is a financial advisor with OSAIC based in Dublin, Ohio. He holds the ChFC® designation and the Series 63 license, and has 35 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for 10 years and has been a partner at Producers Group since 2013. He serves on the board of the Lindy Infante Foundation, which provides scholarships for underprivileged youth to participate in athletics. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Kelly Kashmiry is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Kelly worked at Merrill from 2002 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Jaede Bristel is a Series 66 licensed financial advisor with UBS Financial Services in Columbus, OH. Bristel has 4 years of industry experience and has been with UBS since 2013. 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 incorporates research and proprietary asset allocation models in its client solutions.

Gregory Carlo is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent since 2016, initially with Thrivent Financial and then with Thrivent Investment Management. Outside his advisory role, Gregory serves as a board member and coach for the Hilliard Baseball Association, a nonprofit supporting youth baseball programs in the Hilliard City Schools district, and also works as a youth baseball umpire. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its consolidated WealthPlan platform while maintaining separate service delivery.

Kevin Xie is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at J.P. Morgan Securities, Worth Capital, Grubhub, The Ohio State University, and Doordash. Outside of his advisory roles, he has been involved with Jade Dragon for eight years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Lieser is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Lieser has been with Robert Baird & Co. since 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology in its advisory processes.

German Cabrera is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory work, he is involved with OPOC.us, a retirement services business he has operated since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies with a variety of advisory platforms.

Gavin Mc Coy is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has no prior industry experience. His background includes roles at The Container Store, Just In Time Staffing, and GNC. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and matching clients to suitable investment models.

Paul Stickley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with 21 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and key Investment Services LLC. He also served in the Ohio Army National Guard from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside committee-based investment modeling.

Michael Steward is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2016. Prior to his current roles, he was involved with Life Family Church for 12 years. J.P. Morgan Securities LLC 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 to support its recommendations.

Donald Rice II is a financial advisor with Equitable Advisors in Worthington, Ohio, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked with AXA Advisors, LLC, and has been with Equitable Advisors since 2015. Outside of his advisory role, he is an owner and member of Breckenridge Homes LLC, a business involved in home sales in Sparta, Tennessee. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models often implemented by third-party sponsors and provides ERISA fiduciary services to qualified plans.