Ryan Greer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as Treasurer’s Assistant at Rock City Church and is employed at AMC Theaters Lennox Town Center. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating primarily under a tiered wrap-fee structure.

John Mcalpine is a financial advisor with Wells Fargo Advisors in Dublin, Ohio. He holds Series 63 and Series 65 designations and has 50 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research, planning tools, and simulation models to deliver tailored recommendations.

Rachel Unangst is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions in healthcare and rehabilitation services and is also involved with Easy Peasy Lemonade LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, noted for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Jessica Diemer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Citibank and Morgan Stanley, where she worked for over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by in-house research and third-party analytics.

Jason Haunty is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at TDAmeritrade Inc. from 2013 to 2022 before joining Charles Schwab and Co., Inc. in 2022 and Charles Schwab Bank SSB in 2024. Charles Schwab & Co., Inc. serves a large client base, 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 blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Amanda Joseph is a ChFC® credentialed advisor at Raymond James Financial with 14 years of industry experience. She has worked at Logan and Reed Wealth Partners since 2024 and has been with Raymond James Financial Services, Inc. since 2011. Outside of her advisory work, she serves as Treasurer for the Hilliard Weaver Middle School Parent Teacher Organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Christopher Adkins is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. before joining Ameriprise in 2017. Outside of his advisory role, he serves on the Finance Council at St. Agatha Parish in Upper Arlington, OH. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-backed recommendations tailored to clients’ financial situations.

Clayton J. Callahan is a financial advisor with Wells Fargo Clearing in Troy, Ohio, holding a Series 66 designation and 20 years of industry experience. He previously worked at UBS Financial Services Inc. from 2009 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tony Penzone is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. He worked at Merrill from 1971 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by tools such as Monte Carlo simulations and serves clients both directly and through corporate financial planning agreements.

Brandon Arens is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Sanfillipo Financial, LLC. He is also licensed as an insurance agent, selling life, disability, and fixed annuity products. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as estate settlement and divorce planning.

Brandon Baxter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he is involved with Kemba Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research from LPL and third-party subadvisors.

Peter Cooper Jr. is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated bank since 2004. Based in Columbus, OH, his career has been dedicated to serving clients within this large institutional firm. Charles Schwab & Co., Inc. serves a broad client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, delivering multi-asset model portfolios, written advice policies, and dedicated due diligence on alternative investments.

Richard Visintine is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor client plans.

Daniel Bertke is a financial advisor at Morgan Stanley in Dublin, Ohio, with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following a one-year tenure at The Adecco Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Dimitri Valerio is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of advising, he is involved in sales of home-related products and services through affiliated companies, including mortgage loan products and home security referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Shivam Patel is a financial advisor with Primerica Advisors in Worthington, OH, holding five years of industry experience. He has been with PFS Investments Inc. since 2021 and Primerica Financial Services since 2019. Outside of his advisory role, Patel is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and 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 and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodial services.

Deborah Hivnor is a financial advisor with Primerica Advisors in Columbus, OH, holding over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1986. Her other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Matthew Reis is a financial advisor with Primerica Advisors in Worthington, OH, holding 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of investment advisory, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses an operational model focused on tiered wrap fees and ongoing oversight of its investment options.

Julie Cason is a CFP® with 17 years of industry experience currently working at Fidelity in Worthington, OH. She has been with Fidelity Investments and its affiliated firms since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Javier Piquero is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of his advisory work, he is a co-owner of TRLT Ventures LLC, where he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.