Shane Eversole is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Stacy Mc Van is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2024, Stacy worked for Edward Jones for 10 years. Outside of advising, Stacy is the owner of CJ Transit, a business involving a single bus held in an LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm emphasizes tailored, non-discretionary financial planning and consulting, supported by diverse portfolio management options and municipal advisory services.

Christopher Tucker is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 designations and over 34 years of industry experience. His prior work experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Prudential Equity Group. Outside of advisory work, he owns Tucker Family, LLC, a company that leases trucks and trailers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and draws on research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Adam Huston is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance such as at Michigan State University and the Interlochen Center For The Arts. He is involved with the Great Lakes Chorus, a nonprofit barbershop choir, where he serves as Treasurer. 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 plans, corporations, and charitable organizations.

Lucas Koffler is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes over a decade at Wells Fargo entities, beginning in 2009. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Samuel Lee is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience, with prior roles including positions at NYLife Securities, Western & Southern Life, and Thermeq Co. He also spent five years working at Bowling Green State University. 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, focusing on collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Thomas Bates is a CFP® and ChFC® with 44 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. He has experience as an independent insurance agent and holds leadership roles in nonprofit organizations, including serving as president of the board for A+ Arts Academy and the alumni board for Delta Upsilon Fraternity. Bates is also involved in managing office rental properties and consulting for a private construction firm. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a wide network of independent professionals, utilizing a variety of direct portfolio management and model-based solutions tailored to client objectives.

Gregory Rustemeyer is a financial advisor with Raymond James & Associates in Dublin, Ohio, with 38 years of industry experience. He previously worked at Bank of America and Merrill for 13 years each before joining Raymond James in 2022. Outside of his advisory role, he serves as a committee member for SCI International, a charitable organization focused on conservation fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Eric Friedman is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and is also the owner of Scioto Wealth Advisors, LLC, a separate financial practice. 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 and integrates advisory services with other financial products and referral channels.

Richard Englefield III is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Park National Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Victor Newman II is a financial advisor with LPL Financial, holding a Series 66 license and bringing 26 years of industry experience. He has worked at LPL Financial since 2020 and was previously with Avantax Advisory Services and related entities for nearly two decades. Newman also owns Victor Newman & Company, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial and credit-related products.

Colin Keefe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following four years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Brent Gilmore is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held prior roles at United Planners' Financial Services and operates Step Up Wealth Management, LLC. Additionally, he serves as Director of the Saints and Sinners Golf League, an organization active since 2004. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management strategies and platforms.

Clair Reich is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, Clair worked at Lincoln Financial Advisors, LPL Financial, Gladstone Institutional Advisory, and Blue Stone Wealth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad menu of planning options supported by proprietary research and tools.

Andrew Simons is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company for 23 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that includes written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Dherete is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he is the President of the Upper Arlington Football Association, a nonprofit supporting the local high school football program, where he is involved in board leadership and event coordination. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Damon Strickland is a financial advisor at Ameriprise in Columbus, OH, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, Edward Jones, Northwestern Mutual, Ash Brokerage, and Mercap Securities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

William Willson is a Series 66-licensed financial advisor with Ameriprise in Columbus, Ohio, with nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Willson is also a co-owner of TRLT Ventures LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Mark Brown is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including roles at Wells Fargo Clearing from 2016 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically discrete and tailored to client needs.

Nathaniel Golden is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Raymond James & Associates and previously worked in various roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory work, he serves as a Voting Location Manager for the Franklin County Board of Elections. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.