Erik Puffenberger is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Megan Smith is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides financial planning directly to clients as well as through employer partnerships.

Richard Medich is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been affiliated with Raymond James Financial and related entities since 2010. Medich is also president and owner of Medich Group Inc. and serves as secretary responsible for financial reporting at St. Stevans Orthodox Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anthony Trocchio is a CFP® with six years of industry experience, currently serving as a financial advisor at UBS Financial Services. His prior experience includes roles at Bank of America, Merrill, and Huntington National Bank. He is also a member of the board of directors of the American Italian Golf Association, which promotes Italian heritage and golf. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services such as market-making, underwriting, and securities-backed lending.

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 at LPL Financial since 2010. He holds Series 63 and Series 66 licenses and is based in Dublin, OH. Outside of his advisory role, he works with an independent long-term care insurance broker, LTC Choices. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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 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® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2009. He has also operated his own RIA, Thomas E. Wright, since 1999 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. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

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, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at the Columbus Country Club and has experience with several local businesses, including Swensons Drive Ins and Young Brothers Contracting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

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 at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Blackrock Investments and Lincoln Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, featuring both discretionary and non-discretionary management supported by research and technology solutions.

Daniel Renz is a financial advisor with LPL Financial in Upper Arlington, OH, holding Series 65 and Series 63 registrations and bringing 24 years of industry experience. His prior roles include positions at German American Bank, Heartland Bank, UBS Financial Services, and North Star Wealth Advisors. He also serves as Director of Heartland Planning and Associates, a financial institution duty role separate from his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.