Craig Clifton is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding ten years of industry experience. He has worked with MetLife Securities and Massachusetts Mutual Life Insurance Company prior to his current role. Outside of advising, he serves as a machine judge assisting electors with voting machines and also works as an independent insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative annual planning with firm-approved software tools and offers specialized programs including divorce planning and event-driven services for estate settlement and employer sponsorship.

Karen Mayet Velasco is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, she spent a year at Broadway Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to develop financial plans.

Jonathan Gerschman is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he owned a restaurant, Brio Tuscan Grill, from 2010 to 2022. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers while providing ERISA fiduciary services through credentialed representatives.

Beverly Taite is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Huntington Investment Company and PNC Investments. She also spent two years as a family caregiver. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Christopher Gallaugher is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President of the Pickerington Community Theatre Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Michael Marcano is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households at various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Barger is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and two years of industry experience. Her prior work includes ten years at Morgan Stanley and one year with Morgan Stanley Services Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Phil Canady is a financial advisor with Raymond James Financial in Columbus, OH, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved as an officer and partner in Research Management, Inc., an accounting business he has operated since 1995. 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, corporations, and institutional investors. The firm employs a non-discretionary planning approach using risk profiling and analytical modeling and uniquely supports municipal and public finance through an affiliated municipal advisor.

Bronwen Kimball is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include working with PFS Investments Inc. and participating in community activities such as serving on the Franklin County Board of Elections and consulting for International Friendships, Inc. She is based in Worthington, Ohio. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution through custodians such as Pershing.

Timothy Jolliffe is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with prior experience at Fifth Third Securities and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory approach combines quantitative screening with qualitative research and incorporates an ESG eligibility framework in its recommendations.

Christopher Archer is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Merrill Lynch, JP Morgan Securities, and Hamilton Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory process.

Michael Kelsey is a financial advisor with LPL Financial in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and Merrill. In addition to his advisory work, he is involved with Specialty Valuation Group in a data entry capacity. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Patricia Wogerman is a financial advisor with Primerica Advisors in Dublin, OH, and has 15 years of industry experience. Her work history includes roles at Martin Investigative Services, Lutheran Social Services of Northwestern Ohio, and Lima City Schools, among others. She is also involved in selling home security and automation products through affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program that relies on model-driven investment strategies supported by third-party asset managers and custodial services.

Gabriela Vizuet is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Merrill, and Bank of America. Gabriela is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Bishop is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked in various roles within Morgan Stanley and Merrill, including Morgan Stanley Private Bank since 2015. He serves on the advisory board of The Conway Center for Family Business, a nonprofit focused on education for multi-generation family-owned businesses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kourtney Akers is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2021. Outside of her advisory role, she also works as a delivery contractor for Amazon Flex and Instacart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations where applicable.

Ann Messana is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at Citigroup Global Markets from 2006 to 2009. 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 employs a structured planning process utilizing firm-approved tools and methodologies.

Jason Gilbert is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he is a co-owner of a business entity that manages office expenses for a shared workspace. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing non-discretionary, research-based recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with professional oversight and emphasizes investments in affiliated funds as part of its comprehensive advisory, brokerage, and insurance solutions.

Kerry Thompson is a financial advisor at Ameriprise in Dublin, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Thompson is a co-owner of TRLT Ventures LLC and serves on the Board of Commissioners in Columbus, OH. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.

Paige Henry is a CFP® with over 31 years of industry experience, currently serving with Raymond James Financial since 1999. She is also the president and owner of Riegel Financial CPAs, Inc., an accounting firm focused on tax preparation, planning, and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies supported by analytical and risk-profiling tools.