Bruce Lancia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates the B. Anthony Company, which focuses on health and fixed insurance sales. He serves on the board of Folds of Honor, a nonprofit supporting families of injured or deceased service members. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm provides access to various investment strategies, including affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Christopher Crothers is a financial advisor at Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to provide tailored recommendations across various specialized planning areas.

Andrew Devantier is a financial advisor at OSAIC with 24 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Devantier also operates Devantier and Associates, a CPA firm offering accounting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and automated rebalancing, with portfolio options spanning stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Timothy Mcgarvey is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate tailored retirement-income advice.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities for nine years. Outside of finance, he was involved with Captain Rick's Scuba Diving from 2014 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Matthew Goedde is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Celia Powers is a Series 66-licensed financial advisor with Equitable Advisors in Columbus, OH. She joined the firm in 2026 and has prior work experience in various roles, including at Miami University and The Cleaning Authority. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and offers fiduciary services to qualified plans.

Charles Kern is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He has worked at several firms including Charles Schwab & Co., Northwestern Mutual, and KeyBank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Sean Mc Clenaghan is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and two years of industry experience. He has also worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.

Joseph Staff is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley and Mass Mutual Life Insurance Company. He is also a financial professional with FHT Advisors, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party managers.

Peter Dunlap is a financial advisor with Ameriprise Financial Services LLC in Dublin, OH, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at CCO Investment Services Corp. for 13 years before joining Ameriprise in 2026. 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 through written recommendations and ongoing advice. The firm’s approach includes proprietary research and third-party data to inform its strategies, with distinctive enrollment criteria and specific investment product relationships.

Nancy Knapp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Carmen Haynes is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and 66 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan Securities in 2017, she worked at Morgan Stanley from 2013 to 2017. Outside of her advisory role, she owns two small businesses: Carmen's Gorgeous Art, Ltd., an e-commerce venture selling her artwork, and Sew in Love, Ltd., a home sewing business. 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.

Christopher Cooley is a financial advisor at Morgan Stanley in Dublin, OH, holding Series 66 and Series 63 designations with two years of industry experience. His prior work includes roles at J.P. Morgan Securities and several years in the real estate and retail sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Andrew Michel is a financial advisor with LPL Financial in Columbus, OH, holding the ChFC® designation and Series 66 license. He has 43 years of industry experience, including 23 years with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company, and has operated Andrew Michel & Associates since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by advanced operational and research tools.

Kyle Sanford is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, while also managing fund advisory and consulting services.

Alan Grossman is a financial advisor with Edward Jones in Powell, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, Grossman serves as a volunteer firefighter with the Porter Kingston Fire District and works as a canine search specialist with Ohio Task Force 1. He is also the owner of Fox Hill Farm K9, a retail pet food and equipment business supporting the K9 search and rescue community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charities. The firm offers a variety of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Klayton Kenney is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he held positions in various industries including retail and real estate, and maintains a real estate license. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Jonathan Cosner is a Series 66-licensed financial advisor with 10 years of industry experience, currently practicing at Charles Schwab in Columbus, OH. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, Nationwide Investment Services Corporation, and Young Wealth Management. Outside of financial advising, he creates and sells educational content on the online platform teacherspayteachers.com. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investments within an integrated operational structure.