Koby Taylor is a financial advisor at MassMutual Investors Services with Series 66 registration and one year of industry experience. Prior to joining the firm, he worked in various roles related to golf course management and services. He also works as an independent contractor golf caddie. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Janice Massey is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 33 years of industry experience. She has been with Primerica Advisors since 1992 and has operated Massey's Financial Services since 1989. In addition to her advisory role, she is involved in the sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Michelle Graham is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 63 designation and 25 years of industry experience. Her career includes prior roles at Morgan Stanley, Merrill Lynch, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and provides research-driven investment solutions supported by Wells Fargo Investment Institute and third-party analytics.

Kevin Mayer is a financial advisor with Raymond James & Associates in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Raymond James in 2020, he worked at Essentra Components for 12 years and spent a year as a homemaker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a broad network of advisers and affiliated research.

John Cook is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Maura Holowchak is a CFP® with 16 years of industry experience, currently with Raymond James & Associates. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 10 years prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research.

Mythri Padival is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. Prior to joining Ameriprise, Mythri worked at Morgan Stanley from 2011 to 2019, including a role at Morgan Stanley Private Bank, N.A., and at MML Investors Services. Outside of advising, Mythri co-owns TRLT Ventures, LLC, an investment-related business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing tailored recommendation reports that incorporate Social Security, tax strategies, and asset management. The firm combines research and algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

David Sugar is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley and its related entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Derek Smith is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at Huntington Investment Company, Chase Investment Services Corp., Firstmerit Advisors, Inc., and Invest Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice. The firm’s retirement service utilizes proprietary research, third-party data, and algorithmic tools, with implementation led by clients or their advisors within a framework that includes specific enrollment criteria and affiliated investment options.

Michael Kuplic is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2021, he worked at Fred Alger Asset Management LLC and Granite Peak Asset Management LLC. Outside of his advisory role, he is involved as a substitute teacher, performance coach, and performer at Hashtag Comedy Club, where he instructs students in comedic acting. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Michael Pavelko is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill and Morgan Stanley. 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-income planning, providing written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Taylor Voris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Ben Shrider is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is named as the Statutory Agent for a family-owned LLC, JS SLP, LLC, though he has no day-to-day responsibilities there. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Sangalli is a financial advisor with Ameriprise Financial Services in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise since 2017 and prior positions at The Ohio State University, Hamilton Capital Management, and Sheraton Hotel. Outside his advisory work, he owns Scran Holdings LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach includes a centralized team producing recommendation reports and ongoing advice, leveraging proprietary investment research and third-party data.

Linda Krelko is a Series 63 licensed financial advisor with Primerica Advisors, based in Dublin, Ohio, with 13 years of industry experience. She has been with Primerica Advisors since 2013 and has worked previously with Columbus City Schools for 20 years. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated Primerica entities. Primerica Advisors manages 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 employs model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Grant Hiatt is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked at FedEx Ground and was involved in education at The Ohio State University - Mansfield and Shelby City Schools. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing planning advice focused on retirement income strategies.

Ronald Larry is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at The Columbus Academy, Uber, Lyft, Bird, and The Ohio State University. He has also been involved with The Graham/Charles School for over a decade. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer diversified advisory programs.

Daniel Gardiner is a financial advisor with Fisher Investments in Dublin, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Cetera and Meeder Investment Management. Outside of advisory work, he owns Gardiners House Rentals LLC, which operates as an Airbnb host. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative analysis. The firm provides sub-advisory and retirement plan services, managing diversified portfolios across multiple asset classes.

Shannon Borton is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2026, Shannon worked at UBS Financial Services Inc for five years. Outside of advising, Shannon occasionally provides dog and house sitting services for family friends. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover areas such as retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Joshua Nalli is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009 and operates TTD Partners LLC, a sole proprietorship that supports his financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.