Philip Kinney is a CFP® professional with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Merrill. He is based in Dublin, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Steven Shadeed is a CFP® professional with 23 years of industry experience, currently serving at Raymond James Financial in Columbus, OH. He previously worked at Brienza Financial Services for five years. He is also the owner of Shadeed Wealth Strategies, a support company unrelated to investment activities. 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, and institutions. The firm offers non-discretionary, tailored planning and consulting, utilizing analytical tools and maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ketan Parekh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and also owns an online store selling health products. Additionally, he volunteers as a parent at Our Lady of the Elms school. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high‑net‑worth clients. The firm curates third‑party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Beth Radcliff is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of her advisory role, she serves as a board member and volunteer for the Make-A-Wish Foundation and contributes to the Ohio University College of Business as a board member focused on curriculum relevance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling to support client decision-making.

Terry Rumker is a financial advisor with LPL Financial in Columbus, Ohio, holding the CFP® designation and Series 65 and 63 licenses, with 13 years of industry experience. He has worked at LPL Financial since 2019 and previously spent four years with Mid Atlantic Financial Management and Mid Atlantic Capital Corporation. Additionally, he has been involved in teaching at Ashland University since 1989 and operates Rumker Financial Services, which he founded in 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to 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 investment strategies and operational tools.

Stephen Rogers is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Columbus, OH. His work history includes roles at VOYA Financial Advisors, Heartland Bank, and JC Wealth Management Group. Outside of his advisory career, he has been involved with Ohio Dominican University and several other ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Sydney Fling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with under one year of industry experience. Prior to joining Morgan Stanley, Fling worked at Beer Barrel and has experience connected to Miami University and community center involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Kristen Sydney is a financial advisor with OSAIC in Columbus, OH, holding a Series 63 designation and possessing 48 years of industry experience. She has worked at Lincoln National Life and Lincoln Financial Advisors Corporation since 1998 before joining OSAIC in 2025. Outside of her advisory role, she serves on the board of the Harry C. Moores Foundation, a nonprofit granting organization in Ohio. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Victor Zancudo is a financial advisor with Primerica Advisors in Grove City, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of his advisory work, he is a self-employed musician, serving as the lead singer and guitarist for a band. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jason Shaw is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at J.P. Morgan Securities and involvement with Three Nails to Freedom MC and Old Jocko Brand. Outside of finance, he serves as an independent pastor in Lancaster, Ohio, officiating weddings and funerals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Kathleen Lach is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 13 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including personalized financial planning supported by a structured discovery process and firm-approved tools.

Ryan Alge is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, OH, bringing 13 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2016, he worked at Edward Jones for three years. Outside of his advisory role, Alge owns and manages two private rental property businesses in the Columbus area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Dashonda Jones Goins is a financial advisor with Primerica Advisors in Dublin, OH, holding eight years of industry experience. She has worked at Primerica Advisors since 2018 and previously held positions at Amazon and CitiTrends. Outside of her advisory role, she is active as a driver for DoorDash and Amazon Flex and serves as an ambassador for QSciences. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Colin Parks is a financial advisor with UBS Financial Services in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with UBS since 2007. Outside of his advisory role, he acts as trustee for a private mortgage made from his trust to a family member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Lynn Tramontano is a CFP® professional with 19 years of experience in the financial industry. She has been with Edward Jones since 2011. Outside of her advisory work, she is a 50% partner in 1776 Patriot Properties, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Macphail is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and has also maintained self-employed status since 1996. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Daniel Phillips is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Cambridge since 2015, with prior experience at Edward Jones and Prospera Financial Services. Outside of his advisory role, Phillips serves as an assistant boys and girls swim coach at Olentangy Liberty High School. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies through its Founders Gate Capital brand.

Derek Voytovich is a CFP® with 10 years of industry experience and has been with Edward Jones since 2016. He is an investor in Zaftig Brewing Co, a brewery in Columbus, Ohio, involved in updating and expanding their taproom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Alexander Fox is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

John Stevens is a financial advisor with Edward Jones in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Cardinal Health Inc. from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.