John Darrah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and bringing 17 years of industry experience. He has worked at P. Morgan Chase Bank and J.P. Morgan Securities since 2013 and previously spent three years at Ridgewood Plans, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a team of investment professionals.

Charles Dankworth is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Thomas Mc Elroy is a CFP® professional with seven years of industry experience, currently associated with Ameriprise Financial Services in Dublin, OH. He has worked at Ameriprise since 2020 and previously at Alpha Financial Planning from 2016 to 2023. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a Recommendation Report and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Dylan Haines is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide structure and clarity in their financial lives. Dylan aims to understand what matters most to his clients—whether it be building wealth, preparing for retirement, navigating major life transitions, or creating long-term financial security—and develops strategies aligned with those goals. His areas of expertise include investment strategy and portfolio management, retirement planning and income planning, planning around major financial decisions and transitions, aligning personal and business financial priorities for owner-led businesses, and managing risk to prepare for unexpected events. Dylan focuses on simplifying complexity and providing ongoing guidance as circumstances and markets evolve, helping clients make informed and confident decisions over time. Dylan holds a Bachelor's Degree from The Ohio State University and a Master of Business Administration (MBA) from Ashland University. He carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys basketball, boxing, football, golfing, hiking, music, pickleball, running, spending time with his family, and traveling.

Tamara Colvin is a CFP® with 35 years of industry experience, currently serving as an advisor at Raymond James Financial. She previously worked at Commonwealth Financial Network for 12 years. Outside of her advisory work, she is the president of two support companies, FlahertyColvin and The Flaherty Consulting Group, where she manages business operations and works directly with clients on financial planning and investment monitoring. 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, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using analytical tools and supports municipal and public finance work through unique affiliations.

Brian Shepard is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has been with Raymond James since 2013 and holds a Series 66 designation. Outside of his advisory work, he owns and manages several small businesses including a bookkeeping and project management firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with a notable focus on municipal advisory services and small employer retirement plan consulting.

Eric Sitarski is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Chase Investment Services Corp., Banc One Securities Corporation, and Wells Fargo Advisors. Outside of finance, he works as a range safety officer at Eagle Gun Range. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.

James Stair is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity divisions since 2004. Outside of his advisory role, he serves as the treasurer for the Columbus Chill Youth Hockey Association’s 2013 AA team. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and model portfolios for intermediary platforms.

Zachary Shepard is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and has previously worked at The Huntington Investment Company, PNC Investments, PNC Bank, and Edward Jones. Outside of his advisory work, he serves on the board of the Roy G Biv Gallery for Emerging Artists and the Vetro Lofts Condominium Owners Association in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Christopher Mcalpine is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Outside of his advisory role, he serves as an assistant coach for Centerville City Schools boys soccer and as treasurer for Centerville High School girls soccer in Centerville, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and sports and entertainment planning.

Avery Venetta is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, Avery worked at the University of South Carolina and Olentangy Liberty High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances while combining institutional trading capabilities with wealth management services.

Craig Forsberg is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial in Dublin, OH, where he has worked since 2020. Prior to LPL, Forsberg held roles at Lincoln Investment and Legend Advisory Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Scout Zaas is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of industry experience. Prior to joining UBS, Scout held positions at Washington & Jefferson College and The Wellington School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and a variety of capital markets and lending services.

Nicholas Windley is a financial advisor at Edward Jones in Columbus, OH, with two years of industry experience and a Series 66 designation. Prior to joining Edward Jones, he worked in roles at Target Corporation and Arrive Logistics, and had self-employed experience with ride-sharing services. 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 nationwide network of advisors and branches.

Robert Johnson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Johnny Dawson is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is the owner of johnn(y)ie, LLC and author of a memoir focused on mental health challenges faced by veterans and athletes. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored recommendations.

Michael Beers is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in BoomFlop Outfitters LLC, a hunting-inspired clothing line based in New Albany, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gary Beckman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Beckman also serves as a trustee in an investment-related capacity in Bexley, Ohio. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Christian Borne is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, E*TRADE Securities, and Park Hudson International, as well as experience in legal and court settings. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies, serving clients through both direct and corporate financial planning relationships.

Stephen Garrett is a CFP® with 13 years of experience in financial advisory services. He has worked at Ameriprise and Ameriprise Financial Services, LLC since 2026, following previous roles at The Huntington Investment Company and Morgan Stanley. He is based in Columbus, OH. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.