Norman Speight is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is a general partner involved in managing Chalk Horse Farm LLC, which specializes in horse stall rental and timber farming. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Noble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Steven Lovell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at firms including Morgan Stanley Smith Barney LLC and Key Investment Services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to various third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Michael Zid is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Don Parkhill is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Jacobs Vanaman Agency, Inc. He is also a licensed notary in Columbus. 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 advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive resources and technology.

Dominic Elmo is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Lifetime Financial Growth. Outside of his advisory role, he also coaches lacrosse in Columbus, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios and third-party subadvisors, supported by technology tools for operational and research purposes.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.

Molly Smith is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has worked previously at Bluestone Wealth Partners, LPL Financial, LLC, JPMorgan Chase & Co., and Granville Investment Group. 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 services utilizing proprietary research and tools, delivering tailored recommendations through discrete planning engagements.

Ryan Romer Jordan is a financial advisor with Ameriprise in Hilliard, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as treasurer of Ill Mannered Brewing Company, a nano brewery in Powell, Ohio. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Laith Khalaf is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining Wells Fargo in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Evan D Herete is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and beginning his industry experience in 2023. Prior to his current role, he worked at The Ohio State University and Upper Arlington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Christopher Pascucci is a financial advisor with Primerica Advisors based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His work history includes roles at Aquarium Adventure, Cass Information Systems, and PFS Investments Inc. since 2017. Primerica Advisors offers 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 uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a nationwide network of financial advisors.

Philip Lampe is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding the ChFC® and Series 66 designations and having five years of industry experience. He has worked at Mass Mutual-related firms since 2020 and previously spent 27 years with Nationwide. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual, collaborative engagements.

Amanda Roberts is a financial advisor with Primerica Advisors in Dublin, OH, holding nine years of industry experience. She has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 1998. Outside of advisory work, she is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Joie Hanley is a Series 66-credentialed financial advisor with Ameriprise in Dublin, OH, and has 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm employs a centralized team for retirement income recommendations and operates within an investment universe influenced by its affiliated product ecosystem.

John Trapp is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Outside of his advisory role, he is a member and owner of several LLCs involved in real estate investments. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies enhanced by internal research and technology and manages approximately $394 billion in assets as of December 2025.

Cory Spencer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Morgan Stanley. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Suzanne Sweeney is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, The Huntington Investment Company, JPMorgan Securities LLC, FSC Securities Corp, and Vorisek Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paula Tarpey is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she has co-authored a book titled "Mastering Your Financial Success" and serves as a board member for Partnerships for Authentic Learning and Leadership, a nonprofit focused on educational training and resources. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and investment solutions.

Connor Nowe is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Ameriprise for five years and has held roles at Target, Giant Eagle, and Tree of Life Christian High School. He is a Series 66 credential holder and operates a business called Trading4theFun outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 a broad range of advisory strategies and operational tools.