Robert Polletta is a financial advisor with Mass Mutual Investors Services in New Albany, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Heartland Bank, LPL Financial, The Huntington Investment Company, and Fifth Third Securities. He serves as a board member on the Saint Andrew Athletic Board, assisting with oversight of school athletic activities. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through a range of educational and investment programs.

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.

Ryan Bules is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Kenakore Business Solutions and The Ohio State University Student Union. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Walter Russell is a financial advisor with Osaic Wealth Inc. based in New Albany, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Osaic in 2026, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory work, he operates an educational platform focused on financial literacy and marketing. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Marcia Ponton is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 2012. Outside of her financial advisory role, she serves as a health and life insurance agent and holds leadership positions in related financial service activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

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.

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 a Series 66 designation and 12 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Securities America Advisors, and INVEST Financial Corp. Outside of his advisory role, he is involved in several business ventures, including ownership positions in insurance services and other business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement planning, and brokerage services supported by in-house and third-party research.

Patrick Henry is a financial advisor at Edward Jones in Columbus, OH, holding the CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries, American Signature Inc, and Avnet Technology Solutions. 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 and offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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 with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger was also employed at Wedgewood Golf and Country Club prior to his finance career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market-based models.

Jill Henderson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2012 to 2019 before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investable strategies.

Tanya Cole is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, providing both advisory and brokerage services.

Kurt Fulmer is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is a part-owner of KDHC Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 with algorithmic automation to generate personalized retirement income recommendations.

Steven Ervin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Voya Financial Advisors and CoreCap Investments. Prior to his financial advising career, he managed Ervin Brothers Janitorial Inc. for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

John Mcallister is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved in managing a family timber farm through Merker Family LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Cortland Haynes is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Amazon, PNC, and the Veteran Affairs. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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.

Mark Randall is a financial advisor with Ameriprise in Plain City, Ohio, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in business ownership activities outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.