Kelly White is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with 10 years of industry experience. White has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

William Holt is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 65 and Series 66 credentials and possessing 24 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2026. Holt serves on the boards of The State Convention of Baptists in Ohio and The LifeWise Foundation, a nonprofit education charity, where he has duties including serving as treasurer. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. The firm integrates advisory services with other financial products and referral channels, serving clients who meet specific net-worth criteria.

Paul Swift is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at firms such as Guardian Life and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves as President and CEO of The Upstream Group and volunteers to teach financial literacy courses through the Association of Financial Educators. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, annual planning process supported by firm-approved analytical tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

David Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and totaling 15 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also maintains substantial ownership interests in two investment-related businesses, Thompson Capital, Inc., and Thompson Financial LLC. 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 institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Austin Phillips is a CFP® with four years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2026. He previously worked at Manning & Napier Advisors, Wells Fargo Advisors, and Ameriprise Financial in various advisory roles. Outside of his advisory work, Phillips serves as treasurer and volunteer for Streethearts Haiti and works as a delivery and rideshare driver. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term investment approach.

Beth Sparks is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2003. Outside of her advisory role, she is a part owner of two Buffalo Wild Wing restaurant real estate properties and a minority partner in a surface maintenance business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a diverse set of portfolio management strategies.

Edward Snyder is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory work, he serves as an outside consultant and salesperson for Tropical Foods. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, integrating proprietary research and model-based asset allocations to tailor investment plans.

Kevin Molinaro is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 19 years of industry experience. His career includes multiple tenures at Morgan Stanley, as well as positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and The Huntington Investment Company. Outside of his advisory work, he serves as Treasurer and board member for the Willow Brook Crossing Homeowners Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of investment programs across retail and institutional segments.

Kyle Mawhorr is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and LPL Financial since 2012. Outside of his advisory role, he owns JLK Companies, LLC, which provides commercial and residential lawn services and operates an agriculture-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, combining a broad advisory framework with various non-advisory financial services.

Deserae Lukowski is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety 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 offers services through direct relationships and corporate financial planning agreements.

Jonathan Groleau is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013, including work with Thrivent Financial for Lutherans since 2014. He is involved in identifying commercial space to house his office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning across various topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Shannon Young Frey is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Cass Information Systems from 2015 to 2019 and at Signode Industrial Group from 2009 to 2024. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Gernstetter is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, JPMorgan Chase Bank, N.A. since 2010, and prior positions with Chase Investment Services Corp. and J.P. Morgan Asset Management. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process integrates centralized due diligence and combines quantitative and qualitative research, with an emphasis on Eligible Strategies and ESG considerations.

Candace Dukes is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 14 years of industry experience. Her prior work includes roles at Phillips Edison & Co and LSI Industries Accounting Principals. She is also the author of "Stewardship - Is It Just About Money?," a non-investment related publication. Primerica Advisors provides 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 strategies managed by unaffiliated asset managers and operates with a large network of advisors and offices.

Timothy Mardas is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Denise Fountain is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with four years of industry experience. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a retail position with Scentsy. Outside of financial services, she is involved in retail sales for scented wax candles and warmers. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager selection, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lori Hoefler is a financial advisor with Morgan Stanley Wealth Management in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her career includes ten years at Citigroup Global Markets followed by extensive tenure at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Christina Thornton is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at The Huntington Investment Company and Nationwide Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation recommendations.

Christopher Wilkin is a CFP® with 14 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation for 11 years and is the Director of Financial Planning at Vorisek Financial Corporation, a role he has held for 15 years. Wilkin also serves as a board member for Help I Need Transportation, a nonprofit providing vehicles and car repairs to individuals in the Central Ohio area. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with various portfolio management programs and is notable for its scale, affiliate network, and private-equity ownership.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory work, he is also a musician who plays guitar and sings at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers account implementation via multiple platforms and custodians.