Anthony Saulino III is a financial advisor with MassMutual Investors Services in Dublin, OH, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Ameriprise Financial, and The Prudential Insurance Company of America. He is also a licensed insurance agent with Horter Financial Strategies, focusing on commissionable insurance and annuity sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Michael Roush is a CFP® with 15 years of industry experience and is currently affiliated with Ameriprise Financial Services in Columbus, OH. His prior roles include positions at The Huntington Investment Company, Bank of America, Merrill, Cetera Advisors, and Charles Schwab. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Monique Brown is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at KeyBank and its associated investment services firms before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Kelly Rinehart is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and bringing 30 years of industry experience. Her career includes long-term roles at Lowell Mackenzie and Axa Advisors, and she is currently employed as a sales assistant for Lowell Mackenzie. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

William Bulger is a financial advisor with Primerica Advisors in Worthington, OH. He holds a Series 63 designation and has 28 years of industry experience. Bulger has worked with PFS Investments Inc. and Primerica Financial Services since 1998 and has been affiliated with Columbus State Community College since 1990. Outside of advising, he is involved in selling loan products and home-related services through affiliate companies. 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-delivery investment strategies managed by third parties and operates at scale with thousands of advisors and billions in assets under management.

Mark Hetrick is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 offers a broad range of brokerage and advisory solutions.

Jennifer Triplett is a CFP®-certified financial advisor with 15 years of industry experience. She is currently affiliated with Ameriprise, where she has worked since 2026, following a 15-year tenure at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines research-driven recommendations with a focus on dependable income and tax-aware withdrawal strategies.

Matthew Ferrel is a financial advisor with Mass Mutual Investors Services in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML Investors Services, LLC, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative planning processes.

James Riepenhoff is a CFP® professional with 24 years of industry experience, currently serving at Morgan Stanley in Dublin, OH. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and The Huntington Investment Company. Outside of his advisory work, he is involved in property management through a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Hume is a financial advisor with Ameriprise in Worthington, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Securities America Advisors. He also manages an advisory business outside of Ameriprise. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Rodney Carpenter is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked at Osaic since 1997 and has been affiliated with The New England since 1988. Carpenter is also an officer of R. Dale Carpenter LLC, an investment-related LLC that includes his securities and insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using various asset-allocation tools and investment options.

Jason Demopoulos is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Bank of America. Outside of his financial career, he has been involved with the Central Ohio Baseball Umpires Association and the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Philip Haigis II is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at J.P. Morgan Securities and Banc One Securities Corp, spanning over two decades in the financial sector. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Tamanna Chowdhury is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has been with JPMorgan Chase and its affiliates since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program supported by a centralized due-diligence framework.

Richard Pierce is a Series 63-licensed financial advisor with Ameriprise in Dublin, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns two LLCs related to managing personal business expenses and office leasing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Lindsey Michaelides is a Series 66-credentialed financial advisor with 23 years of industry experience. She is currently with Wells Fargo Clearing, having joined in 2024 following six years at PNC Investments and two years at JPMorgan Securities LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Teresa Russell is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. She worked at New England Securities for two years before joining LPL Financial in 2014. Outside of her advisory role, she is involved in sales for JuicePlus, a nutritional products company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory services including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a large network of over 22,800 advisors.

Robert Davidge is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is an insurance agent specializing in various life and health 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 through ongoing financial planning, asset management, and educational programs. The firm employs detailed client analysis tools and offers event-driven planning services, including estate and employer-sponsored planning.

Stephen Berardi is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is associated with Balanced Family Academy, a daycare business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning and income strategies using proprietary research and algorithmic tools.

Andrew Kessinger is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fleet Feet Sports, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory role, he serves as a girls soccer coach at Upper Arlington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.