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.

Kevin Xie is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at Bank of America, J.P. Morgan Securities, and Worth Capital. Outside of finance, he has been involved with Jade Dragon since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

German Cabrera is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory work, he is involved with OPOC.us, a retirement services business he has operated since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies with a variety of advisory platforms.

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.

James Prisby is a CFP® professional with 34 years of industry experience, currently with Wells Fargo Clearing in Dublin, Ohio. His prior roles include positions at several Morgan Stanley entities spanning from 1999 to 2019. He serves on the compensated Board of Trustees for the Bedacht Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Jason Goldsmith is a CFP® professional with 11 years of industry experience. He is currently with Ameriprise in Dublin, OH, where he has worked since 2026. His prior experience includes roles at The Huntington Investment Company, Wells Fargo Advisors, Union Bank, LPL Financial, and an earlier stint at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 Worthington, Ohio, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked with AXA Advisors, LLC, and has been with Equitable Advisors since 2015. Outside of his advisory role, he is an owner and member of Breckenridge Homes LLC, a business involved in home sales in Sparta, Tennessee. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models often implemented by third-party sponsors and provides ERISA fiduciary services to qualified plans.

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 in Upper Arlington, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior firms include Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Key Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, utilizing a multi-manager approach with a diverse selection of affiliated and third-party managers.

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.

Don Parkhill is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Jacobs Vanaman Agency, Inc. He is also a licensed notary in Columbus. 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 advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive resources and technology.

Dominic Elmo is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Lifetime Financial Growth. Outside of his advisory role, he also coaches lacrosse in Columbus, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios and third-party subadvisors, supported by technology tools for operational and research purposes.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.

Molly Smith is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has worked previously at Bluestone Wealth Partners, LPL Financial, LLC, JPMorgan Chase & Co., and Granville Investment Group. 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 services utilizing proprietary research and tools, delivering tailored recommendations through discrete planning engagements.

April Aschemeier is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding a Series 63 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions through a large network of financial advisors.