Sara Canterbury is a financial advisor with Mass Mutual Investors Services in Bexley, Ohio, holding CFP® and Series 63 designations and possessing 17 years of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2009 and previously spent 16 years at Pottery Barn. Additionally, Canterbury is engaged in life, health, disability, long-term care, and fixed annuities insurance sales. Mass Mutual 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 structures financial planning as annual, collaborative engagements using firm-approved tools and offers a range of event-driven planning programs alongside educational seminars.

Rebecca Singer is a financial advisor at UBS Financial Services in Columbus, OH, with 10 years of industry experience. She has been with UBS Financial Services since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Michael Moore is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 11 years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various advanced investment strategies.

Jessica Ritter is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior work includes roles at Thrivent Financial, T3 Performance-Sporting Columbus, and several positions in healthcare and family services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option.

Martin Perrucci is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC since 2014. Located in Chicago, IL, he is part of a large team of advisors serving institutional clients. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Randall Hoagland is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Dublin, OH, having previously worked at Wells Fargo Clearing Services, Thrivent Financial, Cambridge Investment Research, and Nationwide Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Kelsey Burgett is a Series 66-licensed financial advisor with Edward Jones in Sunbury, OH, where she has worked since 2010, totaling 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Anthony Reilly is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at Wells Fargo Advisors Financial Advisors LLC since 2009 and has been involved with Ascend Advisory Group LLC since 2001. Outside of his advisory work, he owns and manages several farming enterprises in Ohio and Kentucky. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Holly Neville is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also maintaining a long tenure at JPMorgan Chase Bank since 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sonya Younker is a financial advisor at Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation with 18 years of industry experience. She has worked within Wells Fargo’s affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to tailor recommendations for clients who meet a net-worth threshold.

Robert Bishop is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior work includes more than three decades at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America. Outside of his advisory role, he is an author involved with Mason Alley Publishing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

Beth Newland is a financial advisor with Thrivent Investment Management in Reynoldsburg, OH, holding a Series 66 designation and five years of industry experience. She has been with Thrivent and its affiliated entities since 2020 and previously worked for Child Care Resources, Inc. and Zane State College. Outside of her advisory role, Newland serves as a board member of the Bethel Community Center and participates on the mission committee of North Terrace Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, without offering portfolio management or institutional advisory selection.

Anthony Mampieri is a financial advisor with Wells Fargo Advisors in Westerville, OH, holding a Series 63 designation and 39 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Morgan Stanley in various capacities from 2010 to 2023. He owns Mampieri Financial Services, LLC based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory capabilities with banking, lending, and trustee services.

Lajonte Wilson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions with Cxloyalty and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Evan Schmidt is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at TBF Financial, LLC for one year. He has also been involved with a business called Junk Remedy at various times. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jerod Cook is a financial advisor with LPL Financial based in Dublin, Ohio, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Austin Gossett is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Distribution Services, Sedgwick, and The Scotts Miracle-Gro Company. Outside of his advisory role, he is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income and asset management needs.

Calvin Miles is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2023 and has experience working at several firms including Riegel Financial Wealth Management and JPMorgan Chase Bank, N.A. Outside of finance, he has worked in the food service industry at Taste Of Belgium. 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 an ESG eligibility framework to support their investment recommendations.

Caleb Sayre is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked at Hamilton Capital and was involved with the Mount Vernon Nazarene Athletic Department. He also has a background as a student at Mount Vernon Nazarene University and Olentangy Liberty High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Majid Zibaie is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to his role at Morgan Stanley, he worked in the restaurant and bar industry, including five years at Cap City Fine Diner and Bar and the same duration at Hamiltons Pub Bar and Grill. He remains involved as an employee at Cap City Fine Diner and Bar outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and analysis but generally acts in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.