Shawn Nelson is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation. He has prior experience at GGM Financial, LLC and the Keenan Advantage Group, with additional work history in educational and retail roles. Nelson has been affiliated with Ameriprise since 2026. 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 retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ana Ramirez is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Smith Barney. Outside of her advisory role, Ramirez serves on the Borough of Dumont Cultural Affairs Inclusion and Diversity Committee and the Borough of Dumont Board of Health, and she provides emergency medical services with North Arlington Emergency Medical Services and Dumont Volunteer Ambulance Services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible investment strategies.

Cody Flesher is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Mount Vernon Nazarene University. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research tools.

John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jared Hoffman is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Hoffman serves on the Board of Directors for FPA Central Ohio as Program Chair. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Bradley Boeckmann is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior experience includes roles at Nationwide and Tailored Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mathew Luermann is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing nine years of industry experience. He has worked within various J.P. Morgan entities since 2015 and previously spent over a decade at Columbus State Community College. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Andrew Clemens is a CFP® professional with 22 years of experience in the financial industry. He currently works at Morgan Stanley and has prior experience at The Huntington Investment Company and Natcity Investments, Inc. Clemens holds Series 63 and Series 65 licenses and is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs a structured planning process supported by firm-approved tools and investment committee analyses.

Jacob Miller is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he serves as a trustee for the Slates Wealth Management LLC 401(k) plans. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, risk, wealth-transfer, and specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Meghan Mc Auley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney LLC before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Abram Mccarty is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Abram also owns AXM Wealth Management, an investment-related business based in Dublin, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Daniel Dickson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has held roles at J.P. Morgan Securities since 2011 and at JPMorgan Chase Bank, N.A. since 2010. He holds the Series 66 designation and is based in Columbus, Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Mark Zipfel is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and with 42 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 13 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service team, delivering customized recommendations with an emphasis on assets held in Ameriprise managed accounts.

Amanda Helwig is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and research resources.

Frank Lazar is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Morgan Stanley. Lazar is currently based in Dublin, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Tyler Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Investments, PNC Bank, and JP Morgan Chase. He also worked at The Ram Bar & Restaurant from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Derrow is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at E*Trade Securities, Morgan Stanley, J.P. Morgan Securities, and JP Morgan Chase Bank. Outside of his advisory work, he has been involved in property management activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Nancy Kesterson is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. She has worked with Primerica Advisors since 2010 and has prior experience at Pearson Education and Comfort Keepers. In addition to her advisory role, she is involved in the sale 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 discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Kevin Crook is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior roles include service with the Air National Guard and various positions within JPMorgan entities. Outside of his advisory work, he owns Crooked Comix LLC, through which he finances and produces comic book ventures. 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 an ESG eligibility framework.

Ryan Bibler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. His career includes prior roles at UBS Financial Services and Merrill. Based in Dublin, OH, he has been with Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.