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.

Joe Pinzone is a CFP® professional with seven years of experience in financial advising, currently with Edward Jones in Columbus, OH. His work history is primarily with Edward Jones, spanning from 2018 to the present with a brief period of unemployment between assignments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a large network of advisors and branch offices across the United States.

Shawn Mccoy is a Certified Financial Planner® with 29 years of industry experience. He has been with Ameriprise since 2009, currently serving as a financial advisor at the firm. Outside of his advisory role, he is involved with a business ownership entity related to property management. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, primarily for clients who maintain accounts managed by Ameriprise.

Timothy Kemper is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 63 license and 39 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he owns and oversees the operation of a grain farm, Kemper Farms, and serves on the Rush Township Zoning Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, supported by various portfolio management styles and affiliated research.

Douglas Booth is a financial advisor with Thrivent Investment Management in Worthington, Ohio, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2017 and Thrivent Financial since 2018, with a brief period of self-employment and unemployment prior to that. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a variety of financial planning topics. The firm’s approach separates planning from managed-account services and does not include portfolio management for institutional clients.

Michael Teller is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and JPMorgan in various capacities. He has requested approval to serve as a FINRA arbitrator, performing duties both remotely and at FINRA arbitration locations. 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 municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Douglas Krantz is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at JPMorgan Chase Bank and AT&T. Outside of his financial career, he was involved with the Northeast Storm Hockey Club for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with J.P. Morgan’s broker-dealer and banking operations.

Joseph Leonetti Jr. is a financial advisor at Ameriprise with 29 years of industry experience, including 28 years at The Huntington Investment Company. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Vice President of the Orange Baseball Boosters and coaches 8th grade baseball at Berkshire Middle School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides tailored, tax-aware withdrawal strategies and ongoing advice.

Cary Allion is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and nine years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and has been affiliated with RE/MAX Achievers since 2007. Outside of advising, he owns Sports Official/Cary W. Allion and Wynne Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure rather than fixed fees.

Edward Sommer III is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 12 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Securities America, Inc., and INVEST Financial Corp. Outside of his advisory work, he is involved in various business ventures including ownership of TelAssurance, LLC and AccelWell. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Wayne Niles is a financial advisor with Cetera, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform supported by over 10,000 advisors and more than $256 billion in assets under management.

Patrick Henry is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Edward Jones in Columbus, OH. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries and American Signature Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brittany Wagner is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at National Christian Foundation - Ohio and Smallcakes Cupcakery, as well as an eight-year tenure at River Radio Ministries. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Austin Bollinger is a financial advisor at Morgan Stanley in Dublin, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger also worked at Wedgewood Golf and Country Club for four years prior to his financial services career. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools without individual security recommendations in standalone plans.

Michelle Steinhaus is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2011. Outside of her advisory role, she is a notary public and an ordained minister who has officiated at least one wedding. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for its clients.

Nicholas Miller is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He previously worked at Morgan Stanley for seven years and has experience with MassMutual Life Insurance Company. Outside of finance, he was involved in Grand Prix Karting for five years. Mass Mutual Investors Services is 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 offers collaborative, goal-oriented planning using firm-approved software and a range of specialized programs.

Tanya Cole is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2013, as well as J.P. Morgan Securities since 2012. 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 non-discretionary investment decisions.

Rachel Monfort is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and previously worked at Huntington Investment Company and Huntington National Bank for over 20 years. Outside of advisory work, she serves on the Finance Committee and Board of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.