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.

Samantha Winner is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing Services, UBS Financial Services, JP Morgan Securities, and Morgan Stanley. Outside of her advisory work, she is an associate at FM Investments, where she acts as a financial advisor within Farmers & Merchants State Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and offers brokerage and insurance products through an integrated platform.

Michelle Christian is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include ten years at PNC Investments and related entities. She is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market outlook models.

Carl Swanson is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. His prior work includes roles at Cadaret Grant & Co., Inc. and Securities America Advisors. Outside of finance, he is active as an artist and musician and operates a home-based custom furniture and carpentry business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to research and model portfolios from LPL Research and third-party subadvisors.

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.

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.

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 65 and Series 63 licenses and seven years of industry experience. His prior roles include service in the United States Army, work with Mutual of Omaha and its Investor Services division, and involvement in the Ohio House of Representatives. He is also the owner of Appian Way, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options and utilizing proprietary research and tools to develop tailored recommendations.

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.

Cody Anderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Morgan Stanley, and Equitable Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ethan Bourn is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at New York Life and was involved with the Mid Ohio Food Collective. Ethan’s background also includes roles in education at Ohio State University and Olentangy Local Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Marquis Bloomingdale is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2016. Outside of his financial advisory role, Marquis is involved in the restaurant industry as a server at Sunny Street Café, a position he has held since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and advisory arrangements.

Jaime Goubeaux is a financial advisor with Ameriprise in Powell, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate advisory business through M and J LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service designed for individuals with substantial investable assets. The firm integrates research, modeling, and tax-efficient strategies to provide tailored, written recommendations with an emphasis on assets held in Ameriprise-managed accounts.

Justin Myers is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019, with prior experience at Foresters Financial and Foresters Advisory Services. Outside of his advisory work, he serves as a middle school basketball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Benjamin Krajnak is a CFP®-certified financial advisor with four years of industry experience, currently with UBS Financial Services in Columbus, OH. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, and Fifth Third Bank, as well as administrative positions at the University of Dayton. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, blending institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to align financial plans with clients’ goals and risk tolerances.

Allen Brooks is a financial advisor with Primerica Advisors in Worthington, Ohio, holding eight years of industry experience. His career includes roles at Lifewise Academy, Pfs Investments Inc, and Honda of America. Brooks also receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors 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 with a large network of advisors and employs model-based investment strategies managed by third-party asset managers.