Timothy Roberts is a CFP® with 22 years of experience in the financial services industry, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Roberts is a part-owner of Slates Wealth Management, LLC, and serves as treasurer for the Ern-4 Property Owners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo’s research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Andrew Gouhin is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Bank of America, Merrill, and Installed Building Products. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management strategies.

Jeremy Ohlinger is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and currently serves at Morgan Stanley Private Bank, N.A. In addition to his advisory role, he is a board member of the Northwest Swim Club’s finance committee and an assistant middle school tennis coach in Worthington, OH. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct client relationships and corporate financial planning agreements.

Jacob Williamson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2016, including four years with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

Trammayne Golson is a financial advisor with Primerica Advisors, based in Worthington, OH, holding 10 years of industry experience. He has been with Primerica Advisors since 2016 and has additional experience with Primerica Financial Services and Pier 1 Imports. Outside of advisory work, he engages in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets under management.

Megan Bachert is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. 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 strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Geoffrey A. Merl is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services from 2003 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he teaches financial strategies for successful retirement at Otterbein University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and discretionary plan-level investment management, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Howard Slutsky is a financial advisor with Ameriprise in Gahanna, OH, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Principal and Avantax Advisory Services, and he owns a tax preparation business, Howard W. Slutsky CPA, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income recommendations.

Fiona Minich is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at The Conference Board and City Year. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kellyn Kuyper is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2020, she worked with Live More Properties and took a hiatus as a stay-at-home mom. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Kim Hunkler is a financial advisor with Charles Schwab in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Charles Schwab since 1999 and also owns H.E.L.P. Seminars, a training business, and Walking Manhattan, a travel and tourism venture. Additionally, he serves as president of Catholic Homily, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Derek Benseler is a financial advisor with Ameriprise in Columbus, Ohio. He holds a Series 66 designation and has over a decade of prior experience at Vaco LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Christi Noren is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2011 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Kelly Burke is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Dublin, OH, Burke holds a Series 63 license and has worked primarily with LPL Financial throughout their career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Devin Chambers is a ChFC® credentialed financial advisor at Raymond James Financial with eight years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2016, including a period at Logan Financial Group from 2016 to 2023. Chambers is also involved with Logan + Reed Wealth Partners in a non-investment administrative role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

James Fisher is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 19 years of industry experience. He worked at Metlife Securities, Inc. from 2007 to 2017 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also the owner of Fisher & Puckett Financial, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements using analytical tools and event-driven planning services.

Sunny Reed is a financial advisor with Primerica Advisors in Lewis Center, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Sunny worked at DirecTV LLC and AT&T. Outside of advisory work, Sunny is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

Justin Kuntz is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 19 years of experience with UBS. He also works as a shift manager at a local Pizza Hut, assisting with administrative duties and working one shift per week. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Piazza is a financial advisor with Raymond James Financial in Dublin, Ohio, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been a partner at Robinson, Piazza & Jones LLC since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kelly White is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with 10 years of industry experience. White has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.