David Merola is a financial advisor at Ameriprise with 33 years of industry experience. He previously worked at The Huntington Investment Company for 33 years and has longstanding ties to Huntington National Bank. He holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Luke Maynard is a financial advisor at Morgan Stanley with a Series 66 credential and one year of experience in the industry. His prior work includes roles at Scioto Country Club and Shuttleworth and Company. 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 uses a structured planning process with firm-approved tools and offers a wide range of investment and financial services.

Eric Beckman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, following roles at Nationwide Investment Services Corp, Huntington National Bank, and other firms. Beckman has also been involved in a non-investment business as an employee at 123115, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a notable Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware strategies. The firm uses proprietary research and third-party data to deliver tailored retirement solutions within a defined investment framework.

Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Michelle Christian is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at PNC Wealth Management and Natcity Investments, Inc. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory services.

Brett Eversole is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. His background includes roles at Huntington National Bank and JP Morgan Securities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Carl Swanson is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Cadaret Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of his advisory role, Swanson is involved in artistic pursuits as a musician and model, and he operates a custom furniture and carpentry business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Emma Cram is a financial advisor at Ameriprise with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Archer is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio, holding CFP® and ChFC® designations and 16 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2010. In addition to his advisory role, Archer serves as an adjunct instructor and moderator teaching designation classes for The American College. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers various specialized planning programs.

Michael Dent is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank in various roles from 2013 to 2026. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes in-depth analysis and ongoing advice focused on income stability and tax-aware withdrawal strategies, with recommendations developed by a centralized team and implemented on a non-discretionary basis.

Caitlin Davis is a CFP® and holds a Series 66 license with three years of industry experience. She has been with Edward Jones since 2022 and previously worked at Cure Ohio, Wine Trends, and Seventh Son Brewing Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Christopher Casto is a CFP® professional with 11 years of industry experience, currently advising clients at Ameriprise in Hilliard, OH. His previous roles include positions at The Huntington Investment Company, Cetera, and Regions Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Mink is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Previously, he worked at Morgan Stanley Wealth Management, Guardian Life Insurance Company, and Edward Jones Investments. In addition to his advisory role, he is a financial professional at Three Creeks Capital Management LLC, where he focuses on wealth and investment management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a multi-manager platform with access to both affiliated and third-party managers.

Bradley Shook is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 63 and Series 65 credentials and seven years of industry experience. His career background includes roles in investment services at Appian Way, LLC and Mutual of Omaha, as well as service in the United States Army and the Ohio House of Representatives. Outside of financial advising, he has worked as a server at a local restaurant. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients choosing whether and how to implement these through the firm's various brokerage and advisory programs.

Kelly Sobeck is a financial advisor at Thrivent Investment Management holding a Series 66 designation. Sobeck has held roles at Thrivent Financial since 2026 and previously worked at Zurich American Insurance Company, Growth Focused Insights & Research, McGraw Hill Education, and Nationwide Mutual Insurance Company. Outside of these roles, Sobeck volunteered in the community from 2024 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option while keeping the services separate.

John Foley is a financial advisor with Raymond James Financial, holding a Series 66 designation and totaling 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and previously with Asset Management Consultants. Outside of his advisory role, Foley serves as an officer responsible for investments at both Foley & Fields and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using detailed analytical tools and supports a broad network of advisors through various advisory programs.

Christopher Lott is a financial advisor at UBS Financial Services in Columbus, OH, holding the Series 66 designation with one year of industry experience. His prior work includes roles at JCORR Mechanical and Groovy Plants Ranch, as well as several years at The Ohio State University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial planning and portfolio management to client goals. The firm offers institutional trading capabilities alongside wealth management and a comprehensive platform of capital markets and lending services.

Ryan Connell is a CFP® with 18 years of industry experience, currently with Ameriprise in Dublin, OH. His prior experience includes roles at The Huntington Investment Company, Securities America, Wells Fargo, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Cody Anderson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Merrill and Bank of America. Prior to his current role, he was involved with Seniors Choice Home Care for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process that incorporates quantitative modeling and ESG criteria.