James Trapp is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert Baird since 2019. Prior to that, he worked at J.J.B. Hilliard W.L. Lyons. Outside of advising, he serves as a co-trustee for a family account and is involved with the operations of a family farm in Grove City, Ohio. Robert Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through the DDK Group within its Private Wealth Management department. The firm offers a variety of services including financial planning, portfolio management, and separate account programs, with a focus on manager selection, internal research, and a range of investment strategies.

Ryan Sweeney is a financial advisor with Equitable Advisors in Worthington, OH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011, including a period when the firm operated as Axa Advisors LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels while tailoring services based on client goals, risk tolerance, and time horizon.

Elizabeth Rugg is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining UBS in 2018, she worked at BrightHouse Securities, LLC and MetLife Investors Distribution Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Stephen Matson Sr. is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and previously worked at Creative Financial Designs and Matson Insurance Agency, where he continues to operate a life and health insurance business. Matson also dedicates time to estate and financial planning through Matson Retirement Planning Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Richard Martin is a CFP® professional with 37 years of industry experience. He has been with LPL Financial since 2021 and previously worked at Lincoln Financial Advisors Corporation for 31 years. Outside his advisory role, he is involved as an owner and operator of Bluestone Real Estate Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Michael Fosson is a financial advisor at LPL Financial in Columbus, Ohio, holding a Series 66 designation with 14 years of industry experience. He previously worked for J.P. Morgan Securities for 13 years before joining LPL Financial in 2025. Fosson is also involved as a non-variable insurance agent with Vanbridge. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology solutions.

Sandy Davis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. They hold Series 66 and Series 63 licenses and have worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2012. 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 applying an ESG eligibility framework in its recommendations.

Alan Lang is a financial advisor with Charles Schwab in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His career includes prior roles at TD Ameritrade and Merrill, with a continuous history in financial services since 2014. Charles Schwab serves a large client base primarily consisting of 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by its Center for Financial Research.

Christopher Ellwood is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Adventure Films Ltd., The Davey Tree Expert Company, and municipal roles in New Albany and Dublin, Ohio. Outside of finance, he is involved with Adventure Films Ltd., a self-employed venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jonathan Stewart is a CFP®-certified financial advisor with Edward Jones, based in Hillard, Ohio, and has 20 years of industry experience. He previously worked at Morgan Stanley for six years before joining Edward Jones in 2021. Outside of his advisory role, he owns and operates Blue Sky Stables, LLC, managing small-scale agricultural activities on personal property in Plain City, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Amanda Ogg is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Timothy Dixon is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. His work history includes roles at JP Morgan Securities LLC, Nationwide Securities LLC, and Nationwide Investment Services Corp. He is also involved with Thomas Central Ohio Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Brad Johnson is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in independent insurance brokering focused on long-term care with Mutual of Omaha. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Donna Rose is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 26 years of industry experience. Her prior experience includes roles at Nationwide Securities LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Eric Singer is a financial advisor with UBS Financial Services in Columbus, Ohio, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Singer serves on the Board of Directors for the ALS Association. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jason Carson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and has been involved with Columbus City Schools since 2017. Outside of his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment offerings.

Karen Lohr is a financial advisor with Edward Jones in Worthington, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at Blue and Company and Professional Practice Management. Outside of her advisory role, she volunteers as a poll worker for the Franklin County Board of Elections. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by a nationwide network of over 23,000 financial advisors.

Frank Nobile Jr. is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 25-year tenure at The Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

James Unger is a financial advisor with Ameriprise who holds a Series 63 designation and has 42 years of industry experience. He has been affiliated with Ameriprise Financial Service, LLC since 1984 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Unger manages his advisory business through an outside entity, JEJB LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to generate tailored planning recommendations.

Hershel Proffitt is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2019, following nine years at H. Beck, Inc. Outside of his advisory work, Proffitt is a co-owner of a real estate rental business in Mount Dora, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory services, including retirement plan consulting and brokerage services, with access to model portfolios, research, and technology-driven investment solutions.