Vince Finney is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Citigroup Global Markets. Outside of his advisory work, he is involved with the Finney Foundation, which issues grants to various charities, and serves as a committee member of the Liberty 2040 Community Committee focused on local recreational resources. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions supported by a large network of over 14,000 financial advisors.

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 63 and Series 65 licenses and has worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for 10 years prior to joining Fisher Investments. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

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 at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Stonebridge Wealth Strategies for one year. Outside of her advisory roles, she has experience working with the Columbus Zoo and Aquarium and has been self-employed for several years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a variety of advisory programs and third-party asset managers, focusing on aligning clients’ needs with appropriate investment models and discretionary management options.

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.

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.

Thomas Bernath is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Park National Bank and community involvement with the Muskingum County Old Timers Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures.

James Anderson is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, PNC Investments, PNC Wealth Management, and Natcity Investments. Outside of his advisory work, Anderson serves as secretary and board member of his condominium association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which offers specialized retirement planning focused on dependable income and tax-aware withdrawal strategies.

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.

Catherine Callard is a financial advisor at Robert Baird & Co. with 17 years of industry experience. She holds a Series 66 credential and has worked previously at JJB Hilliard WL Lyons LLC and Fifth Third Securities. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, providing financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Parker Salata is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial Services. He is also a co-owner of Skafco Financial, a business affiliated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and third-party investment managers.

Adam Day is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to his current role, he worked at firms including Fidelity Brokerage Services and Infinex Investments. He is also the sole owner of AD Financial Services, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients selecting implementation options through brokerage or advisory programs.

Michael Menning is a financial advisor with OSAIC based in Dublin, Ohio. He holds the ChFC® designation and the Series 63 license, and has 35 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for 10 years and has been a partner at Producers Group since 2013. He serves on the board of the Lindy Infante Foundation, which provides scholarships for underprivileged youth to participate in athletics. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jean Wing is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. Prior to joining Ameriprise in 2026, she worked at The Huntington Investment Company from 2010 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Kashmiry is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Kelly worked at Merrill from 2002 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Jaede Bristel is a Series 66 licensed financial advisor with UBS Financial Services in Columbus, OH. Bristel has 4 years of industry experience and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates research and proprietary asset allocation models in its client solutions.