William Sergio is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he also works as an insurance broker specializing in individual life, disability, long-term care, health insurance, and fixed annuities. Mass Mutual Investors Services, LLC 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, using firm-approved software and collaborative planning approaches to deliver written recommendations.

Basil Duncan III is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL Financial, he worked at Equitable Advisors for seven years. He is also involved in independent long-term care insurance brokerage through LTC Choices. 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 financial planning, portfolio management, and institutional services delivered through a large network of investment adviser representatives.

Brooke Eggleston is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 designation and previously worked at Nationwide Investment Services Corp. Outside of finance, she has experience in education and the food service industry. 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, including niche services such as business-owner transition planning and special-needs analysis, supported by proprietary research and tools.

Derek Hegarty is a Certified Financial Planner (CFP®) with over 24 years of industry experience. He has been with UBS Financial Services since 2007, working in their Columbus, Ohio office. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Michael Jesionowski is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He previously worked at Nationwide Investment Services Corporation for three years before joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.

Michael Childers is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds a Series 63 designation and has worked previously at Metlife Securities Inc. for 34 years. In addition to his advisory role, he is also an insurance agent specializing in life insurance, health, disability income, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with a range of investment and insurance solutions.

Joseph Murnane is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2018, he worked for eight years at the Franklin County Prosecutor's Office. He serves as treasurer for the Worthington Education Foundation, where he monitors financials and communicates with third-party service providers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Isaiah Neeper is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade, Scottrade, and the University of Toledo. 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. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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® professional with 43 years of experience in the financial industry. He has worked at Cambridge Investment Research Advisors since 2009 and has been a partner at Lauterbach & Eilber, Inc. since 1987, where he is involved in selling and servicing life, health, disability, and long-term care insurance. Wright also has experience operating his own Registered Investment Advisor (RIA) entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple portfolio management approaches and a variety of custody and platform arrangements.

Emma Shackleford is a financial advisor at Ameriprise in Dublin, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at The Huntington Investment Company, Huntington National Bank, Amazon, and Ohio University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal 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.

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 with Osaic, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Morgan Stanley, Vorisek Financial, and FSC Securities Corporation. Outside of advising, he co-owns LongCat3D, an Etsy-based 3D printing business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

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.

Daniel Renz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes prior roles at Merrill, North Star Wealth Advisors, UBS Financial Services, and Heartland Bank. 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 that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party managers, and institutional platforms.

Stacey Maham is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2014. Maham serves as Treasurer and board member of the Columbus Medical Research Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007 and has operated Miller Financial since 1993. Miller also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Christian Laver is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he owns businesses in insurance and benefits consulting as well as other ventures. Cambridge Investment Research Advisors serves a wide range of clients, including individuals across wealth levels, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various custody and platform arrangements.