Eric Esposito is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Esposito 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. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

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 UBS Financial Services in Columbus, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he serves as a board advisor for The Lakes Country Club in Westerville, OH. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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 with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His work history includes roles at Merrill Lynch and Asset Management Consultants, along with administrative positions at Foley and Fields Wealth Strategies and Sterling Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

Jonathan Hastings is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AssuredPartners and Cetera Wealth Services, LLC. Outside of advising, he is involved in insurance sales and is the owner of Hastings Elite, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, utilizing a multi-manager platform that supports diverse investment strategies and program structures.

Nicholas Jones is a Series 66-licensed financial advisor with UBS Financial Services in Columbus, OH, and has one year of industry experience. His prior work includes positions at Fidelity Investments, Kühne + Nagel, Brightview Health, Procter & Gamble, and Cavalier Distributing Company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Sara Stephan is a financial advisor at Wells Fargo Advisors with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities and Citizens Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.

David Bentz is a financial advisor with LPL Financial in Dublin, Ohio, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Dublin Advisors LLC since 2013. Bentz also teaches at Columbus State Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ryan Blevins is a financial advisor with Raymond James Financial in Upper Arlington, OH, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors for three years. Outside of his advisory role, he is co-owner of Rowlette Executive Search, where he currently manages bookkeeping duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Beck is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and service in the U.S. Army from 2020 to 2023. Outside of his advisory work, he serves as a consultant for CentricHC and AccelWell. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing both in-house and third-party research and model portfolios.

Claire Cookston is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Cetera Investment Services and Foresters Financial Services. Outside of finance, she was involved with Amazing Joes for three years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Brendan Shea is a financial advisor with Edward Jones in London, Ohio, holding a Series 63 designation and 15 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Margaret Bellows is a CFP® professional with 26 years of industry experience, currently working at Morgan Stanley in Columbus, OH. She has been with Morgan Stanley and its affiliated entities since 2014, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating analytical methods such as Monte Carlo simulations to model potential outcomes.

Jeff Gilbert is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and over 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.