Nick Beres is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial. He also operates Beres Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research resources, and technology-driven investment strategies.

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 at UBS Financial Services with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at UBS Financial Services and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Joseph Bettendorf is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the advancement committee of Cristo Rey Columbus High School, assisting with securing corporate grants and private donations, and is a member of the University of Dayton School of Business Administration Flyer Investments Fund Advisory Council. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Steven Backus is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for 10 years. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research, with a focus on tax-aware strategies and risk management.

Jeffrey Korbini is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Wells Fargo Advisors Financial Network since 2009. He also maintains involvement with Ascend Advisory Group LLC and owns Korbini Financial Services LLC, through which he conducts a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Abigail Starrett is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Equitable Advisors, she worked at Stonebridge Wealth Strategies and has experience in education and nonprofit sectors, including roles at Ohio State University’s Fisher College of Business and the Columbus Zoo and Aquarium. 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Roger Baughman is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Baughman holds a Series 63 designation. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Tony Pritchett is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Oneamerica Securities and LPL Financial. In addition to advisory work, he is involved with ARD Insurance Services as an independent contractor focusing on insurance product sales and client insurance planning. Cambridge Investment Research Advisors serves a diverse clientele including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

Kevin Ashe is a financial advisor with Primerica Advisors in Lewis Center, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Aleksandar Kocevski is a financial advisor with J.P. Morgan Securities in Worthington, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2015, as well as a position at Franklin University from 2014 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Thomas Vorisek is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corp for 18 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a member of the Ohio Wildlife Council, a state board involved in wildlife policy and rulemaking. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Maya Skaf is a Series 66 credentialed financial advisor with four years of industry experience. She has worked at Cetera since 2022 and previously held positions at Centene Corporation, Beacon Health Solutions, and OSU James Cancer Hospital. She is co-owner of Skafco Financial, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Dukart is a financial advisor at Mass Mutual Investors Services with four years of industry experience. Prior to his current role, he worked at L Brands and Deloitte. Outside of advising, he is involved in freelance writing for an ice hockey blog, serves as a sports official evaluator for the Columbus Chill Hockey Club, and co-owns a hockey-focused broadcasting platform. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by proprietary software and educational seminars.