Jeffrey Gouhin is a financial advisor with Raymond James & Associates in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member for Easter Seals of Central & Southeast Ohio, a nonprofit supporting children, adults, and veterans with physical or mental disabilities. 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 charitable organizations, offering financial planning and non-discretionary investment consulting grounded in risk profiling and research-supported portfolio management.

Donald Brough is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior experience includes 12 years with Wachovia Securities Financial Network, LLC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies, with an emphasis on managed accounts and algorithm-supported recommendations.

Brad Dickman is a financial advisor with Equitable Advisors in Ottawa, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. His other business activities include outside insurance appointments. 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 third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Angela Johnson is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. Her previous roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is engaged as an Amazon Flex contractor in a delivery service capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Cameron Di Franco is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience and has worked at Mass Mutual Investors Services since 2023. Outside of his advisory role, he is the owner of DiFranco Capital LLC, a pass-through compensation entity. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and tools, with implementation options through separate brokerage or insurance arrangements.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Julia Brisk is a financial advisor at Morgan Stanley in Columbus, Ohio. She holds a Series 66 designation and has been with Morgan Stanley since 2023, with prior experience at Huntington National Bank and as a student at The Ohio State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and analytical methods such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Jacqueline Mcneely is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked previously at JP Morgan Securities, LPL Financial, and The Citizens Banking Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools.

Christopher Gourley is a financial advisor with Edward Jones in Grove City, OH. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, all with Edward Jones since 2013. Outside his advisory role, he is a member of CGBM LLC, a property management business focused on commercial rental properties in Tifton, GA. 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 through a nationwide network of more than 23,700 advisors, offering a range of investment strategies and affiliated financial services.

Rigel Ramirez Olmos is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has held positions at Bank of America, JPMorgan Chase Bank, Equitable Advisors LLC, MITx, and eCornell. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Milton Leeman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the New Albany office. With nearly 40 years of experience since graduating from the University of North Carolina at Chapel Hill in 1986, he leads a team of two Financial Advisors and two Client Associates. They assist high net worth individuals and small to medium-sized businesses in articulating, quantifying, and achieving their financial goals through personalized wealth management strategies. Milt's expertise spans areas including college education planning, corporate retirement plan services, divorce transition planning, investment consulting, individual and corporate investment strategy, tax minimization, and retirement income. He has held leadership roles such as Resident Director of the Easton and New Albany offices from 2001 until early 2023. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born in Columbus, Milt graduated from Columbus Academy where he later served as President of the Alumni Association and was a member of the Board of Trustees. He lives in downtown Columbus with his wife, Marcy, and has two grown daughters and three grandchildren. His community involvement includes serving as President of Temple Israel Foundation and past board chair positions at Jewish Family Services and the Columbus Academy Alumni Association. Milt also volunteers with organizations such as Pelotonia, the Challenged Athletes Foundation, and Children's Hospital. Outside of work, he enjoys biking, spending time with family, and traveling.

Paul Zeis is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Thomas Brown is a Series 63 licensed financial advisor with 39 years of industry experience. He has worked at Cetera since 2019 and previously spent 32 years at Foresters Financial. He is also involved with Triune Wealth Management, operating as a DBA for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

Jacob Koehler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Northcoast Research Partners, LLC, and MAI Capital Management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Brandon Thornwell is a financial advisor with Primerica Advisors in Dublin, Ohio, holding a Series 63 designation and having four years of industry experience. His career includes multiple roles within Primerica and related entities since 2014, as well as positions at JP Morgan Chase and the Ohio High School Athletic Association. Outside of advisory work, he is involved in the sale of home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited set of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, with operational oversight including model selection and trading delegated to BNY Mellon Advisors.

Timothy Greer is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Third Coast Wealth Planning & Partners and various positions outside the financial sector, including employment at Grand Traverse Resort and Denison University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Lincoln Financial Advisors Corporation, Woodbury Financial Services, and self-employment as an insurance agent and home rehabber. He also works as an independent agent consulting businesses on health and supplemental insurance and is affiliated with McCash Financial Group, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and offers integrated brokerage, advisory, and financial planning services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed accounts and model solutions.

Mark Large is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in part-time driving for Lyft and participates in sales of home security and automation product referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Garnet Wahlund is a financial advisor with Equitable Advisors in Worthington, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Equitable Advisors since 2010 and previously at Axa Advisors, LLC. Wahlund maintains outside insurance carrier appointments for term life, long-term care, universal, whole life, and disability insurance with multiple carriers. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Julie Kayser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an assistant coach for the Dublin Coffman High School gymnastics team. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.