Jared Hoffman is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Hoffman serves on the Board of Directors for FPA Central Ohio as Program Chair. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Bradley Boeckmann is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior experience includes roles at Nationwide and Tailored Management. 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 investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Clemens is a CFP® professional with 22 years of experience in the financial industry. He currently works at Morgan Stanley and has prior experience at The Huntington Investment Company and Natcity Investments, Inc. Clemens holds Series 63 and Series 65 licenses and is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 supported by firm-approved tools and investment committee analyses.

Charles Rogers is a CFP®-designated financial advisor with 10 years of industry experience, currently practicing at Ameriprise in Plain City, OH. His career includes prior roles at The Huntington Investment Company, The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Jacob Miller is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he serves as a trustee for the Slates Wealth Management LLC 401(k) plans. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, risk, wealth-transfer, and specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Abram Mccarty is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Abram also owns AXM Wealth Management, an investment-related business based in Dublin, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Natalie Cardenas is a financial advisor at Edward Jones in Grove City, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Apex LLC and held various roles including social media management and positions at Soar Behavior Services and Compass Career Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Mark Zipfel is a Series 63 licensed advisor with Ameriprise Financial Services, where he has worked since 2018. He has 43 years of industry experience, including prior roles at J.J.B. Hilliard, W.L. Lyons, Inc. and Fifth Third Securities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Amanda Helwig is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and research resources.

Frank Lazar is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Morgan Stanley. Lazar is currently based in Dublin, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Tyler Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Investments, PNC Bank, and JP Morgan Chase. He also worked at The Ram Bar & Restaurant from 2016 to 2018. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Derrow is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at E*Trade Securities, Morgan Stanley, J.P. Morgan Securities, and JP Morgan Chase Bank. Outside of his advisory work, he has been involved in property management activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Ryan Bibler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. His career includes prior roles at UBS Financial Services and Merrill. Based in Dublin, OH, he has been with Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Steven Zid is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2019, and previously spent four years at Capital Group. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to develop tailored financial plans, with an emphasis on advisory services rather than direct security recommendations.

Paul Kosling is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Benjamin F. Edwards & Co. for eight years before joining Ameriprise in 2020. Based in Dublin, Ohio, Kosling has spent the majority of his career serving clients in wealth management. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team, supporting clients primarily with assets held in Ameriprise-managed accounts.

Charles Romano is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2015 to 2022. Romano is based in Dublin, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Terence Zaas is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a member of the board at Village Academy in Powell, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Shane Schlemitz is a financial advisor at Stifel in Dublin, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at SLS Capital Partners and Robert W. Baird, as well as experience in business education at Indiana University’s Kelley School of Business. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to inform client decisions.

Mark Farnham is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options and supports advisors with research and technology tools.

John Williamson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 19 years and Bueter & Associates Inc for 6 years. Outside of advising, he owns a tax preparation and audit consulting business. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage, advisory, and managed account services, utilizing firm-provided asset-allocation tools and third-party platforms to support its investment strategies.