Ryan Romer Jordan is a financial advisor with Ameriprise in Hilliard, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as treasurer of Ill Mannered Brewing Company, a nano brewery in Powell, Ohio. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Laith Khalaf is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining Wells Fargo in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Darrin Iverson is a financial advisor with Primerica Advisors in Worthington, OH, holding 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014 and concurrently works at BST Freight. Iverson is the sole owner of One Iverson LLC, providing consulting and training services in leadership and team efficiency for small companies in distribution and logistics management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Evan D Herete is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and beginning his industry experience in 2023. Prior to his current role, he worked at The Ohio State University and Upper Arlington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Christopher Pascucci is a financial advisor with Primerica Advisors in Dublin, OH, holding Series 63 and Series 65 designations and bringing eight years of industry experience. His work history includes roles at PFS Investments Inc., Fusion Alliance, Cass Information Systems, and Aquarium Adventure. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies and custody support through established financial institutions.

Philip Lampe is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding the ChFC® and Series 66 designations and having five years of industry experience. He has worked at Mass Mutual-related firms since 2020 and previously spent 27 years with Nationwide. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual, collaborative engagements.

Amanda Roberts is a financial advisor with Primerica Advisors in Dublin, OH, holding nine years of industry experience. She has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 1998. Outside of advisory work, she is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Joie Hanley is a Series 66-credentialed financial advisor with Ameriprise in Dublin, OH, and has 17 years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm employs a centralized team for retirement income recommendations and operates within an investment universe influenced by its affiliated product ecosystem.

John Trapp is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Outside of his advisory role, he is a member and owner of several LLCs involved in real estate investments. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies enhanced by internal research and technology and manages approximately $394 billion in assets as of December 2025.

Robert Hanson is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan solutions supported by research from Wells Fargo Investment Institute.

Ryan York is a CFP® with 11 years of industry experience, all of which have been spent at Edward Jones since 2015. He is based in Grove City, OH, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Paula Tarpey is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 63 designation and has worked at Lincoln National Life and Lincoln Financial Advisors since 2001. Outside of her advisory role, she has co-authored a book titled "Mastering Your Financial Success" and serves as a board member for Partnerships for Authentic Learning and Leadership, a nonprofit focused on educational training and resources. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and investment solutions.

Connor Nowe is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Ameriprise for five years and has held roles at Target, Giant Eagle, and Tree of Life Christian High School. He is a Series 66 credential holder and operates a business called Trading4theFun outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and operational tools.

Dustin Dillon is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Huntington National Bank for several years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Lynnette Worstell is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Her career includes roles at Wells Fargo Advisors, J.P. Morgan Securities, Morgan Stanley, JPMorgan Chase, the Union County Clerk of Courts, and Chase. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Steven Elsea is a financial advisor with LPL Financial based in Columbus, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Bodine Perry, and Avantax Advisory Services, among others. 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 financial planning and investment management solutions, combining advisory services with a broad set of non-advisory financial activities.

John Crow is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience with prior roles at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of advising, he owns several businesses including TelAssurance, LLC and Crow Farms LLC. 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 and access to third-party asset management, supported by technology tools and a large network of investment adviser representatives.

Theresa Miller is a financial advisor with Wells Fargo Clearing in Dublin, OH, holding a Series 66 designation and 14 years of industry experience. Her career includes prior roles at Morgan Stanley and Edward Jones. She has been with Wells Fargo Clearing since 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Matthew Aman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked across various roles within the JPMorgan organization since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Michael Wolken is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life, health, disability, and long-term care insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using technology such as Monte Carlo simulations and automated asset-allocation tools to support its recommendations.