Kenneth Dorsch is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved analytical tools.

David Claibourne is a financial advisor at Raymond James Financial with 24 years of industry experience. He has held positions at Wunderlich Securities/B. Riley Wealth Management and Peoples Bank. Claibourne also serves as Senior Vice President and Manager at Peoples Investment Services, a support company where he oversees financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Katrina Walker is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at UBS since 2007 and at Mcdonald Investments Inc. since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services that include proprietary research and specialized capital markets functions.

Courtney Moriarty is a financial advisor with Ameriprise in Columbus, OH, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Schneider Downs Wealth Management Advisors, Nationwide Investment Services Corp, Nationwide, Standard Hall, and Bob Evans. She is also involved in managing an advisory business and works as a paraplanner under supervision in a separate outside employment capacity. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and ongoing oversight.

Joshua Bell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kenneth Reed is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2012, including roles at Raymond James Financial Services Advisors Inc. He is also a 50% owner and vice president of Logan and Reed Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary advice supported by analytical tools and specialized municipal advisory capabilities.

Brian Mills is a CFP® professional with over 32 years of industry experience, currently serving at Cetera since 2024. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial planning firm, Mills Financial Planning, Inc., where he is president and 50% owner. Additionally, Mills works as an adjunct instructor at Franklin University and manages a personal eBay sales business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse clientele including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

Nathan High is a CFP® professional with seven years of experience currently serving as a financial advisor at Ameriprise Financial Services. His background includes prior roles at Ameriprise Financial Services, Inc., Dicks Sporting Goods, and service in the Ohio Army National Guard. Outside of his advisory role, he is involved with BFM & Associates, LLC as an associate financial advisor and is a franchise owner of an Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Shawn Nelson is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation. He has prior experience at GGM Financial, LLC and the Keenan Advantage Group, with additional work history in educational and retail roles. Nelson has been affiliated with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cody Flesher is a financial advisor with LPL Financial in Dublin, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2019 to 2025, and held a position at Mount Vernon Nazarene University from 2016 to 2019. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dublin, Ohio. He previously worked for The Huntington Investment Company from 2009 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and models outcomes using the Global Investment Committee’s estimates and Monte Carlo simulations.

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 financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and with 42 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 13 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service team, delivering customized recommendations with an emphasis on assets held in Ameriprise managed accounts.

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.