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 at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with Cetera since 2019, previously working at Foresters Advisory Services LLC and Foresters Financial Services. He is also co-owner of Skafco Financial, a business affiliated with Cetera. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

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.

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.

Gregory Carlo is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent since 2016, initially with Thrivent Financial and then with Thrivent Investment Management. Outside his advisory role, Gregory serves as a board member and coach for the Hilliard Baseball Association, a nonprofit supporting youth baseball programs in the Hilliard City Schools district, and also works as a youth baseball umpire. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its consolidated WealthPlan platform while maintaining separate service delivery.

Mark Lieser is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including roles at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Lieser has been with Robert Baird & Co. since 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology in its advisory processes.

Timothy Chiu is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. He has been associated with Primerica Financial Services since 2011. Outside of advising, he owns and operates a Liberty Tax franchise in Columbus, Ohio. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers discretionary portfolio management primarily to individual investors.

German Cabrera is a financial advisor with LPL Financial who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Securities America, Inc., and Invest Financial Corp. Outside of advising, he is involved with OPOC.us, a business related to retirement services and insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Amy Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Wells Fargo Clearing Services. Outside of her advisory role, she is a notary public in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory support.

Daniel Needs is a financial advisor with Primerica Advisors in Worthington, Ohio, holding 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and has been self-employed since 2008. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

Paul Stickley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with 21 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and key Investment Services LLC. He also served in the Ohio Army National Guard from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools alongside committee-based investment modeling.

Michael Steward is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2016. Prior to his current roles, he was involved with Life Family Church for 12 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Donald Rice II is a financial advisor with Equitable Advisors in Delaware, OH, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is an owner and member of Breckenridge Homes LLC, a real estate business in Sparta, TN. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Norman Speight is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is a general partner involved in managing Chalk Horse Farm LLC, which specializes in horse stall rental and timber farming. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Noble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at The Huntington Investment Company. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Steven Lovell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at firms including Morgan Stanley Smith Barney LLC and Key Investment Services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to various third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Michael Zid is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Dominic Elmo is a financial advisor with LPL Financial in Dublin, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Royal Alliance Associates and has been involved with Strata Financial Group LLC since 2021. Outside of his advisory work, he coaches lacrosse on a voluntary basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing access to both discretionary and non-discretionary portfolio management and a range of strategic and tactical investment solutions.