Gregory Bauers is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Raymond James Financial, Yoder And Associates Inc, and founding Bauers Financial Group. Outside of his advisory work, he is involved in State Capital Contracting LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services incorporating model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of substantial discretionary assets.

William Calvert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1995 and has evolved his role to assist clients with comprehensive financial planning, including retirement planning, charity and legacy considerations, education planning, employee benefits, and transition planning such as business succession and divorce. He co-founded The Calvert Anderson Group in 2012, serving clients in Ohio and nationwide with a proactive and professional approach. William holds several professional designations including Certified Divorce Financial Analyst® (CDFA®), Chartered Retirement Planning Counselor™, CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), and Certified Exit Planning Advisor (CEPA®). He earned his Bachelor's Degree in Finance from The Ohio State University. His expertise focuses on helping clients navigate retirement objectives, optimize income streams, manage tax consequences, and plan for significant life transitions. In addition to his professional work, William is actively involved in community service, participating in organizations such as the United Way, Kiwanis Club, Buckeye Club, and City Year Columbus. He serves on the Tocqueville Committee of The United Way and engages in Kiwanis service projects. A lifelong Columbus resident, William enjoys football, hiking, running, traveling, and spending time with his family.

Evan Williams is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Securities and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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.

Roberto Deleon is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support investment decisions.

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.

Bryce Long is a financial advisor at Ameriprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including RKCA, Investment Distributors, Protective Life Insurance Company, and Fifth Third Bank. In addition to his advisory work, he is employed part-time with JC & Co. as a tax preparer. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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.

Jarrod Burgess is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, BB&T, SunTrust, and The Huntington Investment Company. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Anzhelika Prosise is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has been involved with Tn Express LLC since 2017. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

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 based in Hilliard, Ohio, holding a Series 66 designation and possessing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns a non-investment business, American GBAC. 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 advisors with a range of discretionary and non-discretionary strategies.

Brian Sweeney is a financial advisor with LPL Financial in Columbus, OH, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Raymond James Financial, PNC Wealth Management, and Merrill. Outside of his advisory role, he is involved with Greyson Tax & Consulting as a tax consultant. 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 a range of financial planning and investment management services, utilizing multiple strategies including model portfolios and third-party subadvisors.

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.

Melissa Holding is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials and over 23 years of industry experience. Prior to joining Ameriprise, she worked at firms including The Huntington Investment Company and Truist Advisory Services. She serves as a board member for IF: Gathering, an organization focused on supporting women in their faith, and is vice-chair and strategy committee chair for Carmel Christian School, where she helps guide the school’s strategic planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies.