Noah St John is a financial advisor with Thrivent Investment Management in Worthington, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Texas Roadhouse, Lifetime, Walmart, and Southern New Hampshire University. Outside of his advisory work, he operates a sole proprietorship reselling collectibles such as Legos, bobbleheads, and cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to integrate planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management services.

Kerry Mc Mullen is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following 24 years at American Express Financial Advisors Inc. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sean Gibbons is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Advanced Retirement Design and MAI Capital Management, as well as work related to recreational and educational organizations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Ryan Johnson is a Series 66-registered financial advisor with Equitable Advisors in Columbus, OH, bringing 18 years of industry experience. He previously worked with 4 Real Estate for eight years and was affiliated with AXA Advisors, LLC for twelve years. Outside of his advisory role, he serves as a board member of the Scioto Run Neighborhood Association in Hilliard, OH. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Brian Stevenson is a financial advisor with Wells Fargo Clearing in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley and Merrill. 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 offers both brokerage and advisory solutions, employing research and analytics grounded in diversification and modern portfolio theory.

Karen Cookston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise and its predecessor entities since 1987. Outside of her advisory role, Cookston serves on multiple nonprofit boards in the Columbus and Buckeye Lake, Ohio areas, including Life Care Alliance and the Buckeye Lake Regional Foundation. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

Douglas Riffle Jr. is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Gregory Miller is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wachovia Securities Financial Network, LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Mark Hughes is a financial advisor with Cambridge Investment Research Advisors in Columbus, Ohio. He holds a Series 63 designation and has 33 years of industry experience, including 14 years with Commonwealth Financial Network before joining Cambridge in 2017. In addition to his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through various platforms and proprietary model strategies under the Founders Gate Capital brand.

Sharon Wei is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing comprehensive wealth management strategies tailored to entrepreneurs, real estate investors, executives, and families with assets exceeding $5 million. Her approach, Simplify to Multiply™, focuses on integrating investment strategies with tax efficiency, business transitions, liquidity planning, and estate planning to address the complexities of significant wealth. Sharon's expertise encompasses family wealth management, legacy planning, liquidity management, tax minimization, and retirement income planning. Before joining Merrill Lynch, Sharon built and scaled her own business and served as a consultant at Accenture, advising Fortune 500 companies. Her academic background includes a Master of Business Administration from Bowling Green State University, as well as certifications from Northwestern and Yale universities. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Sharon actively participates in professional organizations such as the Asian American Commerce Group, National Association of Women Business Owners, Ohio Business Broker Association, and Powell Chamber of Commerce. She also contributes to community initiatives including Better Money Habits and the National Association of Women Business Owners. Fluent in Chinese, Mandarin, and English, Sharon integrates her experience as a businessbuilder and strategist to assist clients in making critical financial decisions.

Michelle Mckenzie is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and nine years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Vincent Eckel is a Series 66-credentialed financial advisor with 18 years of industry experience, currently serving at Equitable Advisors since 2008. He previously worked with AXA Advisors, LLC for 12 years. Outside of his advisory role, he services existing clients through an insurance relationship with Allstate Health. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models and third-party asset management programs, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Gregory Brunot is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by specialized committees.

Eric Shearer is a CFP® with 23 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Vorisek Financial Corporation for 19 years and held roles at FSC Securities Corporation, Chase Investment Services Corp., and PRUCO Securities, LLC. He is also VP and Director of Financial Planning at Vorisek Financial Corporation. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary and advisor-managed strategies.

Nicholas Loprire is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Insight2Profit, Sarnova, and Cardinal Health Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tek Dangal is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Pickerington, Ohio. He has four years of industry experience, including prior roles at UBS Financial Services and involvement with nonprofit organizations such as United Community for Refugees and Immigrants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, offering a range of investment strategies supported by affiliated management entities.

Thomas Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mitchell serves on the finance committee of The Country Club at Muirfield Village in Dublin, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and modeling tools but does not provide individual security recommendations as part of standalone planning.

Kelly Smith is a Series 66 licensed advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2021, Smith spent eight years at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework where applicable.

Thomas Costantiello is a CFP® professional with 32 years of industry experience. He is currently with OSAIC, where he has worked since 2023, having previously been with FSC Securities Corporation, Woodbury Financial Services, Inc., and Osaic FA, Inc. He is the founder and president of Consus Wealth Management Group, LLC, a marketing name associated with his advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Todd Altenbach serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in wealth management, he focuses on delivering detailed and personalized financial strategies to his clients. Todd's expertise encompasses areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Tax Minimization, and Retirement Income. He holds several professional certifications, including the Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Todd earned a Bachelor of Science degree in Business Administration from The Ohio State University. Outside of his professional work, Todd enjoys rebuilding and driving classic cars, drag racing with his family, cruising on his motorcycle, and engaging in various home improvement projects. He resides in Westerville with his wife Rebecca and has two sons.