Thomas Kovach is a CFP® professional with 25 years of industry experience. He has been with LPL Financial since 2021, having previously worked for Waddell & Reed, Inc. and various insurance carriers for 20 years. He also acts in a fiduciary capacity for a family irrevocable trust. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dexter Roettker is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes a security role at Ugly Tuna Saloona. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Eric Wrightsel is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. 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, institutional and pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Amy Stimmel is a financial advisor with Ameriprise in Hebron, Ohio, holding 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the All Starz Gymnastics Boosters Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Mohr Jr. is a financial advisor with LPL Financial based in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2008 and previously at Fifth Third Securities, Inc. from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Joseph Duran is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and five years of industry experience. His background includes roles at Edda Coffee Roasters, FedEx Ground, Dynamic Sports Nutrition, and Verdia. Outside of advising, he has involvement in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Thomas Robertson is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of investment and advisory solutions.

Talia Musolino is a financial advisor with LPL Financial in Columbus, OH, holding eight years of industry experience. She has worked with multiple firms, including Pfs Investments Inc and Primerica Financial Services, and has been associated with LPL Financial since 2020. Musolino also has experience with companies outside the financial sector, such as Amazon and DoorDash. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wendy Keeler is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2023. Prior to this, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as co-treasurer of the Dublin Jerome High School PTO and is a board member of the Financial Planning Association–Central Ohio Chapter. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations covering a broad range of financial needs.

Steven Miller is a financial advisor with Primerica Advisors in Harrod, Ohio, holding a Series 63 license and 21 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns investment-related and recreational properties. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Elena Duffner is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previous experience at PNC Bank and Keller Williams Realty. 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 charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cheryl Sternasty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Janney Montgomery Scott. Outside of her advisory work, she has a business ownership interest unrelated to investment management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, tax-aware withdrawal strategies and investment recommendations.

Joseph Zahora is a CFP® with 16 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Columbus, Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Mickey Zwayer is a financial advisor with LPL Financial in Columbus, OH, holding the Series 63 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he serves as a trustee of the Daniel J. Zwayer Brain Cancer Research Fund and works part-time as a Lyft driver. 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 range of advisory and brokerage services supported by a large network of investment adviser representatives and utilizes both proprietary and third-party investment strategies.

William Newland Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019, following seven years at J.P. Morgan Securities. Outside of his advisory work, he is involved with Newland Club Lambs, an enterprise he has been associated with since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kathy Willcox is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Willcox serves as president and is a board member of the Columbus Female Benevolent Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Ryan Monahan is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kyle Young is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked with Primerica Financial Services since 2004 and is also affiliated with Rock City Church. Outside of his advisory role, he engages in part-time activities related to home security, automation product referrals, and mortgage loan sales through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of investment models, including recent additions involving cryptocurrency ETFs.

Jeffrey Witmer is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 license and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities from 2001 to 2017. Witmer also operates as an independent insurance agent specializing in dental, group disability income, life, accident, health, Medicare-related products, and property and casualty insurance. 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 provides financial planning, asset management, and educational seminars, using detailed client data and firm-approved tools to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Joseph Berger is a financial advisor with Edward Jones in Hilliard, Ohio, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he is co-owner of Flora and Field LLC, a flower farming and event business in Mt Sterling, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm operates nationally with a large network of financial advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.