Jeff Oakley is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including 11 years at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a dedicated Financial Advisors and Estate Planning Strategies Group.

Anthony Campagni is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2024. He previously worked at Strata Financial Group and Royal Alliance Associates, each for over 25 years, and Harrington Asset Management for 30 years. Campagni maintains an ongoing role with Strata Financial Group, a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Penzone is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and bringing 26 years of industry experience. She has been with UBS since 2012. Kimberly serves as President of the Dublin Women's Philanthropic Club, a nonprofit that raises funds for local charities and scholarships for women returning to school. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Belinda Sherman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbus, OH. She previously worked at The Huntington Investment Company for 21 years and FIFTH THIRD SECURITIES, Inc. for one year. Sherman serves as a board member and secretary for TIGERS Inc., a nonprofit focused on personalized learning to prepare students for the business world. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through a combination of investment research, third-party data, and algorithmic tools.

Nathaniel Knowlton is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Key Bank and MML Investors Services. Outside of advising, he is involved in banking and manages a real estate business focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team alongside its broad advisory and insurance offerings.

Patrick Giller is a financial advisor at OSAIC in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has a long tenure with Lincoln National Life Insurance Company and its affiliates since 1993. In addition to his advisory role, he works as an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, third-party money managers, and model portfolios to construct and manage client accounts.

Patrick Mihm is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2013, including a role at Charles Schwab Bank, SSB. He also worked at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with a multi-asset model portfolio approach and centralized operational structure.

Braden Boomsma is a financial advisor at Edward Jones in Plain City, Ohio, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience in the agriculture and management sectors. Boomsma was previously involved with Nature Pure LLC and Bud Antle / Dole Fresh Vegetables. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

James Slaven is a financial advisor at UBS Financial Services in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with UBS since 2007. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Christopher Sullivan is a Series 66 licensed financial advisor with Edward Jones in Dublin, OH, where he has worked since 2019. He has a total of six years of industry experience, including 12 years at Aqua Doc prior to joining Edward Jones. 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 programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of advisors and branch offices.

Jane Lisitsyn is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked previously at The Huntington Investment Company and Robert Baird & Co. since beginning her career in 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, featuring written recommendation reports and ongoing advice based on comprehensive investment research and tax-aware withdrawal strategies.

John Kezerian is a financial advisor with Charles Schwab based in Columbus, OH, holding CFP® and Series 66 designations and six years of industry experience. His work history includes several roles within Charles Schwab entities as well as positions at Lake Erie College, Vestmark, and Eagle Investment Systems. Outside of his advisory role, he is the sole owner of Kezerian, LLC, a residential property management business in Lakewood, OH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining non-discretionary advice with access to discretionary separately managed accounts and an integrated operational platform.

Tricia Suchland is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms including Wells Fargo Advisors, J.P. Morgan, and Nationwide. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Lotozo is a CFP® and ChFC® with 13 years of experience in financial advising. He has been with Edward Jones since 2012. Outside of his advisory role, he earns royalties from Amazon Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

James Johnson is a financial advisor at OSAIC in Columbus, OH, with 11 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is also an insurance agent offering fixed insurance products, including fixed and indexed annuities. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Edward Kindler III is a financial advisor with LPL Financial based in Upper Arlington, OH, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at PNC Wealth Management and Cambridge Investment Research. Outside of his advisory work, he is involved with Retirement Plan Advisors LLC and also maintains activities related to insurance and benefits. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Paula Carmichael is a financial advisor with Primerica Advisors in Dublin, OH, holding 10 years of industry experience. She has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to her advisory roles, she is involved in real estate sales with The Devore Group Inc. in Ohio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process to oversee portfolio management.

Derek Farnlacher is a Series 66-licensed financial advisor with eight years of industry experience, currently with UBS Financial Services. His prior roles include positions at JPMorgan Securities, Morgan Stanley, and Fairway Independent Mortgage Corporation. Outside of finance, he has experience with Vista Community Church and Muirfield Village Golf Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Irene Molnar is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2008 to 2020 before joining Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model potential outcomes.

Matthew Lee is a financial advisor with LPL Financial in Columbus, Ohio, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior work includes roles at Kemba Financial Credit Union, Cuso Financial Services, Wells Fargo Advisors, and Ascend Advisory Group. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.