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.

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.

Steven Oxley is a financial advisor with LPL Financial in Worthington, OH, holding 38 years of industry experience. He has worked with multiple insurance companies including Allianz Life Insurance and Principal Life Insurance Company, and operated Oxley Financial Services for 18 years before joining LPL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

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.

Tiffany Dailey is a Series 66-licensed financial advisor with eight years of industry experience, currently with Edward Jones in Columbus, OH. She has previously worked at the Columbus Urban League and Telhio Credit Union. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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.

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.

Neil Zipfel is a financial advisor with Ameriprise in Worthington, Ohio, holding a Series 63 designation and over 21 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2005 to 2018 before joining Ameriprise Financial Services Inc., where he worked until 2020. Outside of advising, he is involved in real estate through ownership and management of commercial properties via a holding company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support planning, with an emphasis on assets held in Ameriprise-managed accounts.

Robert Artim is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 20 years of industry experience and has been with Cambridge since 2009. Outside of his advisory role, Artim is involved as an independent insurance agent and has ownership interests in several business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers both proprietary and third-party strategies with various platform options tailored to client objectives.

Kristin Corsi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Lori Tose is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities Inc. and Wells Fargo Clearing Services LLC. In addition to her advisory role, she is a notary public in the state of Ohio. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using its proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.

Leah Smith is a financial advisor at Morgan Stanley in Dublin, OH, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Robert Half Legal. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning services utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Clay Muhlenkamp is a financial advisor with Charles Schwab in Columbus, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. Outside of his advisory role, he owns and rents out a property in Austin, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Melissa Falkenbach is a financial advisor with Stifel in Dublin, Ohio, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Michael Anania is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Bank of America, NA, and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Charles Ballou is a CFP® with 53 years of industry experience, currently affiliated with Raymond James Financial in Columbus, OH. He has been with Raymond James Financial Services, Inc. since 1985 and the broader Raymond James Financial firm since 2009. Ballou is also the owner and principal of the Ballou Family Office, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a range of advisory programs alongside specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.