Thomas Hemleben is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in soccer officiating, serving as a referee for the US Soccer Federation, a board member of the Northwest Columbus Soccer Officials Association, and a basketball and soccer official for the Ohio High School Athletic Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Cochran is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities in various capacities from 2015 to 2022. Outside of his advisory role, he is a 50% owner of JM UL LLC, a limited liability company that operates a bar in Powell, Ohio, where he assists with financial management, hiring, and organization. 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 model-based and discretionary strategies for a range of individuals and institutional clients.

Jeremy Wakeland is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 12 years of experience at the firm. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Adam Fischer is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 credential and bringing 20 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years. Outside of advisory work, Fischer is involved in several business ventures, including ownership and management roles in storage and dumpster rental companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with a range of specialty planning options available for clients meeting certain net-worth criteria.

Kevin Teeples is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Cardinal Health. He is also involved in TRLT Ventures LLC outside of his advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendation reports.

Fatima Molina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked in various roles within the J.P. Morgan organization since 2015. Outside of her advisory work, she was involved with Vertical Bliss Fitness from 2015 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Reinke is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio. He holds the Series 66 designation and has 19 years of industry experience, having worked with MML Investors Services Inc and Mass Mutual Life Insurance since 2006. Outside of his advisory role, he is the building manager and owner of a real estate company and is involved in health and group insurance sales through Rider & Reinke Financial Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap programs, money-manager programs, and educational seminars.

Heather Arscott is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and was previously retired from 2012 to present. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Charles Gocken is a financial advisor with Raymond James & Associates in Bexley, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked for the State of Ohio from 2015 to 2017. Outside of his advisory role, he is a partner in Tennis Ltd, a business he co-owns with his wife. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and a range of portfolio management options.

Jacob King is a financial advisor at Raymond James & Associates based in Dublin, OH. He holds the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Raymond James, he worked at Gryphon Financial Partners and Merrill. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and firm research to tailor client strategies.

Bruce Dye Jr. is a financial advisor with LPL Financial in Hilliard, Ohio, holding a Series 66 designation and 28 years of industry experience. He has worked at LPL Financial since 2019 and previously spent ten years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns an American GBAC business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Sweeney is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial in Columbus, OH since 2016. He is involved in tax consulting through Greyson Tax & Consulting and owns Clearoak Capital Holdings. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations, offering comprehensive financial planning and advisory programs supported by research and multiple management approaches.

Ryan Puckett is a CFP® with 19 years of industry experience, currently affiliated with MassMutual Investors Services and MassMutual Life Insurance Co since 2009. He holds Series 63 registration and operates out of Dublin, OH. Outside of his advisory role, he owns and consults through Dynamic Family Office, LLC, providing business consulting focused on strategic alliances and exit strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools and provides specialized offerings including divorce and estate-settlement planning.

Michael Hairston is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, Hairston worked at Alpha Financial Planning, Inc. and A&B Advisors. Outside of his advisory role, he is co-owner of Unbiased Media LLC, a company that produces faith-based print and digital media content. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client goals.

Mitchell E. Lothes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2016 and is also associated with TLKUK LLC since 2022. In addition to his advisory role, he is a partner and consultant on the financial operations of Liberty Ophthalmology and a partner in Visus Clarus, Lucrum Certum, both non-investment-related business ventures. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shad Patterson is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He also has ownership interests in investment-related private wealth and real estate management companies. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options. Advisors use firm research and tools to deliver tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Nicholas Perry is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. He has also worked at The Ohio State University Golf Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Ellingwood is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm emphasizes tailored recommendations supported by Wells Fargo research and planning tools, with planning engagements typically discrete and fees negotiated based on scope and complexity.

Michael Perez is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory work, Perez serves on the board of directors for the Buckeye Lake Yacht Club and is publishing a book on faith and finances. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

William Zerkle is a financial advisor with Cetera who holds a Series 63 designation and has 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and also has a long tenure with SL Pierce Agency dating back to 2001. Outside of his advisory work, he owns and manages College Funding Solutions of Ohio, LLC, a college funding and financial aid consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple investment program options through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.