William Holt is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with UBS since 2002. Holt serves on the boards of The State Convention of Baptists in Ohio and The LifeWise Foundation, contributing to charity governance and fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations with research from its Chief Investment Office to tailor client plans. The firm offers a broad platform that includes wealth management, institutional trading, and capital markets services.

Paul Swift is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding the Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Company, Hornor Townsend & Kent LLC, and Ohio National Financial Services. Outside of his advisory role, Paul serves as President and CEO of The Upstream Group, which focuses on insurance sales, and volunteers as a financial literacy instructor with the Association of Financial Educators. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning supported by firm-approved analytical tools and offers a range of educational seminars and specialized planning programs.

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.

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 at UBS Financial Services in Columbus, OH, with 23 years of industry experience. He has been with UBS since 2006 and holds a Series 66 designation. Outside of his advisory role, he serves as an outside consultant and sales advisor for Tropical Foods. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

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 the Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he owns a commercial and residential lawn service business and manages an agriculture-related company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Candace Dukes is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 13 years of industry experience. Her prior work includes positions at Phillips Edison & Co, LSI Industries Accounting Principals, First Star Logistics, Accountemps, and Pfs Investments Inc. She is also the author of "Stewardship - Is It Just About Money?" Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional pension or profit-sharing plans.

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 worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to tailor implementation through brokerage or advisory programs.

Denise Fountain is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to her current role, she worked at Huntington Bank Inc. and has been involved with Scentsy in a retail capacity. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lori Hoefler is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 licenses and with 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC across multiple terms since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research to support its services.

Christopher Wilkin is a CFP® professional with 14 years of industry experience, currently serving at Osaic since 2023. He also holds the position of Director of Financial Planning at Vorisek Financial Corporation. Wilkin is a board member of Help I Need Transportation, a nonprofit that provides cars and car repairs to those in need in the Central Ohio area. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, through a broad network of advisers offering brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and portfolio management strategies incorporating a range of investment options to meet client goals.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and more than 26 years of industry experience. He has been with Cambridge since 2011, serving in advisory roles primarily through their affiliated entities. Outside of advising, Gill is a musician who performs guitar and vocals at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and solutions, with both discretionary and non-discretionary strategies tailored to client objectives.

Eric Bean is a financial advisor with J.P. Morgan Securities based in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Investments, and Donatos, as well as a decade at Ultrafit-USA. 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 applying an ESG eligibility framework in its recommendations.

Anthony Miller II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining Cambridge in 2020, he worked at Morgan Stanley for 10 years. He is also involved with Miller Financial Services as an independent insurance agent and serves as Vice President at Miller Financial Private Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based strategies tailored to client objectives.

Brent Yekisa is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2025 and previously spent 15 years with Edward Jones. He is based in Dublin, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.