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 based in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017. In addition to his advisory work, Bentz teaches at Columbus State Community College and is involved with Dublin Advisors LLC, a CPA affiliate program. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

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 based in Worthington, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc., and served in the U.S. Army from 2020 to 2023. Outside of his advisory role, Beck also consults with healthcare companies CentricHC and AccelWell. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and portfolio management solutions, leveraging a large network of advisors and technology tools.

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® and holds a Series 66 license with 27 years of experience in the financial industry. She has been with Morgan Stanley since 2005, including roles at Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. She is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process supported by proprietary tools and modeling techniques.

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.

Nick Beres is a CFP® professional with 21 years of industry experience. He is currently affiliated with LPL Financial and also operates Beres Wealth Management. His prior experience includes roles at Raymond James Financial and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategic and tactical tools.

Christopher Cennamo is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

Allen Crock is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank, National Association. He is a member of the finance committee at St. Brendan the Navigator in Hillard, OH. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad offering that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation options.

Mark King is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 29 years of industry experience. He has been with Primerica Advisors since 1996 and previously worked at United Ambulance Service for 36 years. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Marissa Korbini is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. She has been with the firm since 2022 and has prior experience working with Baylor Athletics and various educational institutions. 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 sports & entertainment planning.

Patrick King is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. King holds a Series 63 designation and serves on several local boards, including the Solid Waste Authority of Central Ohio, the County Hospital Commission of Franklin County, the City of Bexley Board of Zoning and Planning, and the Bexley City School District Board of Education. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients maintaining discretion over implementation.

Fred Carini is a financial advisor at J.P. Morgan Securities with four years of industry experience and a Series 66 designation. His prior work includes roles at Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in its investment recommendations.

Jessica Wells is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2021 and previously spent five years at Edward Jones. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, 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 tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Solomon Gamertsfelder is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 retirement, education, and niche areas like business-owner transition and special-needs analysis, using proprietary research and tools.

Panayiotis Ragias is a financial advisor at Ameriprise with five years of industry experience. He previously worked at The Huntington Investment Company and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.