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.

Joseph Shih is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities. Prior to his financial services career, he was employed at Ohio State University and Northern Valley Demarest Regional High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to help clients analyze goals and develop written recommendations.

Ronald Riebe Jr. is a financial advisor with Edward Jones in Westerville, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Little Acorn Farm LLC, an agricultural and forestry business in Ray, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Nicholas Brosky is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at Morgan Stanley since 2017 and had prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its financial planning process.

Owen Faulkner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and JPMorgan Chase Bank, N.A. 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 applying an ESG eligibility framework in its recommendations.

William Thompson is a Series 66-registered financial advisor with Morgan Stanley, based in Columbus, OH, and has 12 years of industry experience. He has been with Morgan Stanley since 1994, with a continuous tenure at the firm up to the present. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Angelica Wolfe is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan and related firms since 2016. Outside of her advisory work, she is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and she is an independent contractor selling hair and skin beauty products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Charles Sprunger is a financial advisor with Edward Jones in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Edward Jones in 2023. Outside of his advisory work, he serves as a part-time ski instructor at Mad River Ski Resort during the winter season. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Philip Hawthorne is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has prior work experience at Arrive Logistics and Miami University. Robert Baird & Co. is an institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services including separately managed accounts and utilizes both internal research and external partnerships in its advisory approach.

Jeffrey Ritter is a financial advisor with Thrivent Investment Management in Reynoldsburg, Ohio. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Ritter serves as President Emeritus of Bike Buckeye Lake, a local organization focused on developing bike and walking paths around Buckeye Lake, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Drew Wennes is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and CTM Advisors. Outside of his advisory role, he serves as an assistant varsity boys' basketball coach at New Albany High School in Ohio. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-driven retirement recommendations.

Donald Robinson is a financial advisor with Morgan Stanley in Columbus, OH, holding the Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Robinson is involved in a private horse breeding and racing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory services.

Da'vonn Cliver is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential with six years of industry experience. He previously worked at Tailored Management and Sequoia Financial Services. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory offerings.

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.

Isaac O'rielley is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked with The Edwards Group at Morgan Stanley and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is the owner of Collectibles N' Stuff LLC, a retail and online store. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs with approximately $2.74 trillion in client assets under management. Their planning process incorporates firm-approved tools and models but generally does not include individual security recommendations as part of standalone plans.

Angel Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to focusing on financial services, Angel worked in the restaurant industry, including roles at Er Ge Hot Pot and BBQ and Xin Japanese Restaurant. Angel also worked as a part-time food server outside of the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

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.