Michelle Loftus is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. Her career includes over two decades with Huntington Investment Company and ongoing tenure with Huntington National Bank since 1995. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual reviews focused on income and tax-aware withdrawal strategies.

Michael Palcic is a financial advisor with Cetera in Dublin, Ohio, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Cetera since 2019 and previously spent over 30 years with Foresters Financial. Palcic is also involved in an online sales business, Gern Flopkins Entertainment. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with access to affiliated and third-party managers.

Thomas Wright is a CFP®-designated financial advisor with 43 years of industry experience, currently with Cambridge Investment Research Advisors in Columbus, OH. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has also maintained his own RIA firm since 1999. In addition, he is a partner at Lauterbach & Eilber, Inc., where he is involved in selling and servicing life, health, disability, and long-term care insurance. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals offering multiple platform services, discretionary and non-discretionary management, and proprietary model strategies.

Chase Parker is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Ameriprise, he worked at The Huntington Investment Company and Huntington National Bank. 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-income planning advice focused on income sources and tax-aware withdrawal strategies.

David Rothstein is a Series 66-licensed financial advisor with Ameriprise Financial Services in Columbus, OH, bringing nine years of industry experience. He has served at Ameriprise since 2017 and previously worked at Ohio University. Rothstein is a member of the Ohio University Department of Finance Advisory Council and chairs the Investment Committee for the Foundation Planned Giving Committee at JewishColumbus. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates internal investment research and third-party data within a product ecosystem that includes affiliated sub-advised options and managed accounts.

Timothy Webster is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio. He has eight years of experience with J.P. Morgan, including nine years at JPMorgan Chase prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Ethan Adkins is a financial advisor with LPL Financial based in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Ethan has worked at Columbus Country Club and has experience with several local businesses including Swensons Drive Ins and Young Brothers Contracting. He is currently involved with Columbus Country Club in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Jacob Plahovinsak is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Vorisek Financial, and FSC Securities Corporation. Outside of his advisory role, he co-owns and operates a small 3D printing business specializing in Etsy products. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party manager options.

Jon Cleary is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models to support client goals.

Cynthia Stemple is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012, with prior roles at Morgan Stanley Services Group Inc. Outside of her advisory work, Stemple serves as an ambassador for the Head & Neck Cancer Alliance and is a non-scientist member of The Ohio State University Cancer Institutional Review Board, participating in educational and community efforts related to head and neck cancer. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and analytical tools such as Monte Carlo simulations.

Courtney Walls is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 19 years of industry experience. Prior to joining LPL in 2021, Walls worked at Lincoln Financial Advisors and Blackrock Investments, Inc. 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, asset management, and retirement advice solutions, supported by a large network of investment adviser representatives and technology tools.

Donald Nye III is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. 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 firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniel Renz is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked at firms including Merrill, UBS Financial Services, and North Star Wealth Advisors. He also serves as Director of Heartland Planning and Associates, a division of German American Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and advisor-support tools.

John Bedros is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and a total of five years in the industry. His prior experience includes a role at Wings Financial Credit Union from 2016 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Jody Scheiman is a financial advisor at Stifel with 43 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2005. Scheiman serves as a board member of the Center for Healthy Families, working with pregnant and parenting teens in minority neighborhoods in Columbus, Ohio. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing frameworks for client decision-making.

Yunsheng Zhu is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses. Zhu's industry experience began in 2026, and prior roles include positions at Valeo Financial Advisors LLC and Yong' An Futures, as well as involvement with Sunny Poke & Tea. Zhu completed studies at Indiana University Bloomington from 2022 to 2026. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Brian Wright is a financial advisor at Morgan Stanley in Columbus, OH, with eight years of industry experience. He holds a Series 66 designation and previously worked for the Ohio Public Employees Retirement System for eight years. Outside of his advisory role, Wright serves as an adjunct professor at Ohio University and is involved with the City of Gahanna Civil Service Commission as well as Columbus State Community College in educational roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

Anthony Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007 and also operates Miller Financial, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals and multiple platforms.

Bethany Telander is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 credential and 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Services Group Inc. Outside of her advisory role, she is involved in direct marketing sales with Plexus Worldwide. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process using proprietary tools and serves clients through both individual and corporate financial planning agreements.