Julia Owens is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL in 2026, she worked with Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she volunteers as a wedding coordinator at her church and owns a small business that breeds rabbits for pets, 4-H projects, and meat. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by technology and a broad platform including financial planning, third-party asset management, and institutional programs.

Gregory Bauers is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Raymond James Financial, Yoder And Associates Inc, and founding Bauers Financial Group. Outside of his advisory work, he is involved in State Capital Contracting LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services incorporating model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of substantial discretionary assets.

Evan Williams is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Securities and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Aaron Walke is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joshua Watson is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several financial institutions, including Bank of America and JPMorgan Chase. Outside of his advisory role, he occasionally works as a delivery driver for DoorDash on weekends. 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 for individuals, high-net-worth clients, and institutional investors.

Thomas Hemleben is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in soccer officiating, serving as a referee for the US Soccer Federation, a board member of the Northwest Columbus Soccer Officials Association, and a basketball and soccer official for the Ohio High School Athletic Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kristen Johnson is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Foreside Financial Services, Diamond Hill Capital Management, and Sanford C. Bernstein & Co. Johnson is based in Dublin, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including niche areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referrals through its extensive network of advisors.

Jeremy Wakeland is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 12 years of experience at the firm. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Adam Fischer is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 credential and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years. Outside of advisory work, Fischer is involved in several business ventures, including ownership and management roles in storage and dumpster rental companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with a range of specialty planning options available for clients meeting certain net-worth criteria.

Kevin Teeples is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Cardinal Health. He is also involved in TRLT Ventures LLC outside of his advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendation reports.

Fatima Molina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked in various roles within the J.P. Morgan organization since 2015. Outside of her advisory work, she was involved with Vertical Bliss Fitness from 2015 to 2019. 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 combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Reinke is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio. He holds the Series 66 designation and has 19 years of industry experience, having worked with MML Investors Services Inc and Mass Mutual Life Insurance since 2006. Outside of his advisory role, he is the building manager and owner of a real estate company and is involved in health and group insurance sales through Rider & Reinke Financial Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap programs, money-manager programs, and educational seminars.

Jacob King is a financial advisor at Raymond James & Associates based in Dublin, OH. He holds the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Raymond James, he worked at Gryphon Financial Partners and Merrill. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and firm research to tailor client strategies.

Bruce Dye Jr. is a financial advisor with LPL Financial based in Hilliard, Ohio, holding a Series 66 designation and possessing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns a non-investment business, American GBAC. 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 advisors with a range of discretionary and non-discretionary strategies.

Brian Sweeney is a financial advisor with LPL Financial in Columbus, OH, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Raymond James Financial, PNC Wealth Management, and Merrill. Outside of his advisory role, he is involved with Greyson Tax & Consulting as a tax consultant. 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 financial planning and investment management services, utilizing multiple strategies including model portfolios and third-party subadvisors.

Ryan Puckett is a CFP® with 19 years of industry experience, currently affiliated with MassMutual Investors Services and MassMutual Life Insurance Co since 2009. He holds Series 63 registration and operates out of Dublin, OH. Outside of his advisory role, he owns and consults through Dynamic Family Office, LLC, providing business consulting focused on strategic alliances and exit strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools and provides specialized offerings including divorce and estate-settlement planning.

Michael Hairston is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, Hairston worked at Alpha Financial Planning, Inc. and A&B Advisors. Outside of his advisory role, he is co-owner of Unbiased Media LLC, a company that produces faith-based print and digital media content. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client goals.

Shad Patterson is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He also has ownership interests in investment-related private wealth and real estate management companies. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options. Advisors use firm research and tools to deliver tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Bryan Lane is a financial advisor with Equitable Advisors in Powell, OH, holding a Series 66 credential and 24 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, Mutual Service Corporation, and American General Securities Incorporated. Lane serves as a director of the Olentangy Rotary Club and acts as a district assistant governor for Rotary International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and third-party asset managers to tailor investment solutions for its clients.

John Ellingwood is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm emphasizes tailored recommendations supported by Wells Fargo research and planning tools, with planning engagements typically discrete and fees negotiated based on scope and complexity.