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® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Lincoln Investment and Legend Advisory Corporation. He is also involved with Endurance Financial Planning, an affiliated business related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and planning services supported by research, model portfolios, and various investment management options.

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 Series 66-licensed financial advisor with Edward Jones in Columbus, OH, with one year of industry experience. Prior to joining Edward Jones, he worked at Target Corporation and Arrive Logistics and was self-employed providing ride-share services. 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 large national network of advisors and branch offices.

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 license with six 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-related fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of advisory programs and investment services.

Danielle Fasci is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Woodbury Financial, SagePoint Financial, and Royal Alliance Associates. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

David Slates is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 63 and Series 65 credentials and has 29 years of industry experience. His career with Wells Fargo spans multiple affiliated entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities, including ownership roles in LLCs that focus on investment opportunities and serving as a trustee for family investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Wesley Hill is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He previously worked at Morgan Stanley for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. Outside of his advisory role, he works part-time as a food delivery contractor for DoorDash. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Anku Golloh is a financial advisor with Primerica Advisors in Worthington, Ohio, holding a Series 63 designation and 10 years of industry experience. Golloh has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2011. Outside of advisory work, Golloh is involved in sales of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Shelby Byland is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, Shelby worked at Cambridge Investment Research Advisors and Northwestern Mutual in various capacities. Outside of advisory work, Shelby is involved as an investment specialist with Jeff Chaddock’s franchise through TRLT Ventures LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Taylor Walls is a financial advisor with Primerica Advisors in Dublin, Ohio, holding 12 years of industry experience. He has been with Primerica Advisors since 2013 and with Primerica Financial Services since 2011. Outside of his advisory role, Walls is involved in several non-investment-related business ventures, including ownership and executive roles in entities such as TF Walls Enterprise LLC and The Walls Syndicate LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Joseph Kalinoski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank since 2011. Outside of his advisory role, he is a junior varsity high school golf coach for Granville Exempted Village Schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm is distinguished by its registrations as a security-based swap dealer and futures commission merchant, which expand the product types it can access.

Kevin Foley is a financial advisor with Raymond James Financial in Worthington, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Financial Advisors Resources and Foley & Fields Wealth Strategies, both support companies related to his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Erica Weiser is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is a Notary Public in the state of Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis.

Nathan Fuhrman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase from 2013 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Patricia Sirkoski is a financial advisor with Charles Schwab in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.