Daniel Green is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at MassMutual Life Insurance Company. Outside of financial advising, he participates in consumer research focus groups, providing feedback to companies on marketing and product development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and a broad range of investment strategies.

Hatem Benjamin is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior roles include positions at The Huntington Investment Company, PNC Investments, Chase Investment Services Corp., and Banc One Securities Corporation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written Recommendation Reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Meig An York is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she works as a front desk receptionist at a Pilates studio in Pickerington, Ohio. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Brandon Haney is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Wells Fargo Clearing in 2023. 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 advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Moessner is a financial advisor with Ameriprise, holding a Series 66 designation and 29 years of industry experience. His prior work includes over 20 years at Huntington Investment Company and ongoing roles with Huntington National Bank since 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm uses proprietary research, third-party data, and algorithmic tools to support planning within a defined investment universe influenced by affiliated products.

Trevor Downing is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, with prior experience at Axa Advisors and Anthony Insana. Outside of his advisory role, he serves on a church council board of directors. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Racey Morris is a financial advisor at LPL Financial with 28 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has worked at several firms including Raymond James Financial, UBS Financial Services, and New York Life Insurance Company. Morris is also involved with RMG Financial Group, LLC. 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 wide range of advisory and brokerage services, employing a variety of investment strategies through its extensive network of advisors.

Massimo Giuliani is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses. He began his career in the financial industry in 2024, with prior roles at New York Life, NYLIFE Securities LLC, and The Huntington Investment Company. Giuliani’s background also includes time as a student at Ohio State University. 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 planning advice focused on retirement income strategies and tax-aware withdrawals.

Deanna Sieren Cardenas is a financial advisor at Edward Jones with 29 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 1996. Outside of her advisory role, she is involved in managing a rental property in Columbus, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joy Young is an advisor at Primerica Advisors with eight years of industry experience. She has worked with PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 1993. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals related to home security, automation, and mortgage loan products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm supports advisory services through a large network of advisors and employs model-delivery strategies managed by unaffiliated asset managers.

Rachel Williams is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has additional experience with Primerica Financial Services and Riverview Health Institute. Outside of investment advising, she is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Bright is a financial advisor with LPL Financial based in Columbus, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at CUNA Mutual Group, CUNA Brokerage Services, the Wedgewood Country Club, and several investment firms. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset managers.

Bruce Lancia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates the B. Anthony Company, which focuses on health and fixed insurance sales. He serves on the board of Folds of Honor, a nonprofit supporting families of injured or deceased service members. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm provides access to various investment strategies, including affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Carson Holley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, KeyBank, and Equitable Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Devantier is a financial advisor at OSAIC with 24 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Devantier also operates Devantier and Associates, a CPA firm offering accounting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and automated rebalancing, with portfolio options spanning stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Timothy Mcgarvey is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate tailored retirement-income advice.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of finance, he was involved with Captain Rick's Scuba Diving for three years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Matthew Goedde is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Charles Kern is a financial advisor with Fidelity in Columbus, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, Charles Schwab & Co., Inc., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes advanced methodologies including AI in its research processes.

Heather Gardner is a financial advisor at Ameriprise in Columbus, Ohio, with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory work, she provides elder care for her disabled mother. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.