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.

Bradley Graham is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and 29 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as an advisory member of the Grace Polaris Church Gift Annuity Committee, assisting with investment terminology. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools. The firm offers tailored recommendations delivered through discrete planning engagements, alongside integrated financial products and services.

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.

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.

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.

Kenneth Nesselroad is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he owns and operates an investment-related business, Nesselroad & Associates, and manages another related entity focused on commercial property. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing comprehensive investment and financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Bryan England is a financial advisor with LPL Financial based in Columbus, OH, holding a Series 66 designation and six years of industry experience. He has worked with Bauers Financial Group since 2021 and joined LPL Financial in 2024, following prior roles at Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by both proprietary research and third-party subadvisors.

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 based in Columbus, OH. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Avantax Advisory Services and related entities for about two decades. He also owns Victor Newman & Company, LLC, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

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.

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.

William Willson is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Ameriprise since 2015, including roles at Ameriprise Financial Services, Inc. Outside of his advisory work, he co-owns TRLT Ventures, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.