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, Ohio, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating investment modeling techniques, while acting primarily in an advisory capacity.

Kevin Jones is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and 15 years of industry experience. Prior to joining Ameriprise, he worked for The Huntington Investment Company for 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and tax-aware strategies within a managed account framework.

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, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2016 and previously at Fifth Third Securities, Inc. from 2012 to 2016. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling from 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.

Eric Esposito is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2006. He serves on the Board of Directors for the Waterford Tower Homeowners Association and is CEO of Executive Alpha Group Inc., overseeing day-to-day operations and staff management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Widing is a financial advisor with Raymond James & Associates in Dublin, Ohio, holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Mathews is a financial advisor at OSAIC with 27 years of industry experience. He previously worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of advising, he is the owner of Emerald Financial Advisors, an LLC focused on financial advisory services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Jeff Cullman is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 63 designation and 31 years of industry experience. His prior roles include long tenures at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. He serves as an advisor to the board of governors at The Lakes Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored recommendations supported by proprietary research and tools, with planning services covering diverse needs such as retirement, education, business-owner transition, and special-needs planning.

Nicholas Kaldis is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jeffrey Warner is a financial advisor with Charles Schwab in Columbus, Ohio, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes positions at Fidelity Investments, BBI Logistics, and Ohio State University Wexner Medical Center. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 provides integrated custody, brokerage, and advisory services.

Trace Kelly is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Raymond James Financial Services Advisors, Inc. He is involved in administrative roles at two local support companies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor non-discretionary planning and investment advice.

Adam Young is a financial advisor at Edelman Financial Engines based in Dublin, Ohio. He holds a Series 65 credential and has seven years of industry experience. His prior work includes a position at Jersey Mike's Subs and a role at Arizona State University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Joseph Ball II is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Ameriprise Financial, Columbus State Community College, Brookside Golf & Country Club, and Ohio State University. He is also a co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation supported by in-depth research and proprietary tools.

William Calpin is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Battelle Memorial Institute and served in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and services under a fiduciary standard.