Brad Johnson is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its related entities since 2005. In addition to his advisory role, he is involved in independent insurance brokering, specializing in long-term care coverage. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

John Schatz is a financial advisor at Osaic with 25 years of industry experience. He previously worked for Lincoln Financial Advisors for 25 years before joining Osaic in 2025. Outside of his advisory role, Schatz is an active numismatist and coin dealer, a hobby he has maintained since childhood. He also holds a Series 63 registration and has experience as a licensed insurance agent offering life and disability insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of financial advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes.

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.

Paul Burke is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation. He joined Edward Jones in 2026 after working at Oakwood Management Company, Groupshop, Simple Slides, Simple Sheets, Champions of the West, and RentHoop over the past several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

John Viers is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic automation.

Jon Brooks is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs with a focus on structured financial planning and broad investment services.

Derek Weisend is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent six years with MetLife Securities Inc. In addition to his advisory role, he is also licensed as an insurance agent, focusing on life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that use firm-approved analytical tools to develop recommendations.

Colin Lewis is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Huntington National Bank, Huntington Investment Company, PNC Investments, Chase Investment Services Corp., and Key Investment Services LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary investment research and third-party data.

Stephanie Schanken is a CFP® with 19 years of industry experience currently affiliated with Wells Fargo Advisors. She has been with Wells Fargo Advisors Financial Network LLC since 2009 and also operates Stephanie Schanken Financial Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Jessica Penza is a CFP® certificant with 18 years of industry experience. She has worked at Raymond James & Associates since 2026 and previously spent 12 years with UBS Financial Services. 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 financial planning and consulting services through various advisory programs and a range of portfolio management styles.

Christian Caporaso is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Schaeffler Group USA and Gunton Corporation. Caporaso also has experience with Morning Star Tree Care and Grove City College. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling techniques.

Annette Reed is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She is based in Hilliard, OH. Outside of her advisory role, she has participated as a member of the transition team for the new mayor of Hilliard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Brandt Cookston is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, following roles at Family Leisure and Ball State University. 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 retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Obrien is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 39 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life for 20 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Rebecca Krutko is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2011, currently serving at Morgan Stanley Private Bank, N.A. in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and models.