Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Lincoln Financial Advisors Corporation, Woodbury Financial Services, and self-employment as an insurance agent and home rehabber. He also works as an independent agent consulting businesses on health and supplemental insurance and is affiliated with McCash Financial Group, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and offers integrated brokerage, advisory, and financial planning services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed accounts and model solutions.

Mark Large is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in part-time driving for Lyft and participates in sales of home security and automation product referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Garnet Wahlund is a financial advisor with Equitable Advisors in Worthington, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Wahlund maintains outside insurance carrier appointments for term life, long-term care, universal, whole life, and disability insurance with multiple carriers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Julie Kayser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an assistant coach for the Dublin Coffman High School gymnastics team. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Gibaldi is a financial advisor at MassMutual Investors Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AssetMark Brokerage, LLC and Farmers Insurance. Outside of his advisory role, he is involved in e-commerce as the managing member of B2G2, LLC and works as an insurance broker specializing in Medicare. MassMutual Investors Services, LLC 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, focusing on collaborative, goal-oriented planning without discretionary investment control.

Jacob Drees is a financial advisor at Wells Fargo Advisors with a Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he held positions at ODW Logistics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

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 at Raymond James Financial with 26 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Raymond James Financial Services since 2005. Outside of her advisory role, she is an owner of Robinson, Piazza, & Jones LLC, a support company based in Dublin, 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

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®-designated financial advisor with Edward Jones in Columbus, OH, bringing 25 years of industry experience. She has been with Edward Jones 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 individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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.

Megan Torski is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 65 and Series 63 licenses and having four years of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She also has experience in the hospitality sector, having worked at 101 Beer Kitchen for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Nathan Daugherty is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. Outside of his advisory role, he is also a commissioned notary in Dublin, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jason Black is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Waddell & Reed, Inc. from 2015 to 2018. In addition to his advisory work, he serves as the head wrestling coach at Bexley Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management.