Matthew Sangalli is a financial advisor with Ameriprise Financial Services in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise since 2017 and prior positions at The Ohio State University, Hamilton Capital Management, and Sheraton Hotel. Outside his advisory work, he owns Scran Holdings LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach includes a centralized team producing recommendation reports and ongoing advice, leveraging proprietary investment research and third-party data.

Linda Krelko is a Series 63 licensed financial advisor with Primerica Advisors, based in Dublin, Ohio, with 13 years of industry experience. She has been with Primerica Advisors since 2013 and has worked previously with Columbus City Schools for 20 years. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated Primerica entities. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Grant Hiatt is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, he worked at FedEx Ground and was involved in education at The Ohio State University - Mansfield and Shelby City Schools. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendations and ongoing planning advice focused on retirement income strategies.

Ronald Larry is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at The Columbus Academy, Uber, Lyft, Bird, and The Ohio State University. He has also been involved with The Graham/Charles School for over a decade. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer diversified advisory programs.

Bret Beeton is a financial advisor with Morgan Stanley in Columbus, OH, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including 12 years at Morgan Stanley and an ongoing role at Papa Johns. Outside of his advisory work, he is involved with Market Force Information as a partner and proprietor in an education-related mystery shopping business. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with investment outcomes modeled through the Global Investment Committee’s estimates and Monte Carlo simulations.

Thomas Kahle is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 63 designation and 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers investment and planning services both directly and through corporate financial planning arrangements.

Daniel Gardiner is a financial advisor with Fisher Investments in Dublin, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Cetera and Meeder Investment Management. Outside of advisory work, he owns Gardiners House Rentals LLC, which operates as an Airbnb host. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative analysis. The firm provides sub-advisory and retirement plan services, managing diversified portfolios across multiple asset classes.

Bruce Roby is a financial advisor with LPL Financial based in Gahanna, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior positions include roles at Fifth Third Securities, Chase Investment Services, and Sanford Account Management Group. 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 a range of discretionary and non-discretionary strategies supported by advisor-facing tools.

Shannon Borton is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2026, Shannon worked at UBS Financial Services Inc for five years. Outside of advising, Shannon occasionally provides dog and house sitting services for family friends. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover areas such as retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Joshua Nalli is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009 and operates TTD Partners LLC, a sole proprietorship that supports his financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jodi Graney is a financial advisor with UBS Financial Services in Columbus, Ohio, holding a Series 63 designation and bringing 22 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a multi-member partner in a real estate partnership focused on owning and renting residential properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Clinton Helmbrecht is a CFP® with 19 years of industry experience, currently affiliated with Cetera in Columbus, OH. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial services firm, Helmbrecht Wealth Management. Outside of advisory work, he is involved in office expense and tax management through Helmbrecht Investment Management and sells fixed insurance products, including life and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various third-party and affiliated investment strategies.

Ethan Frisch is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and two years of industry experience. His background includes positions at JPMorgan Chase Bank, Morgan Stanley, and service in the United States Marine Corps for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG considerations in its recommendations.

Thomas Kovach is a CFP® professional with 25 years of industry experience. He has been with LPL Financial since 2021, having previously worked for Waddell & Reed, Inc. and various insurance carriers for 20 years. He also acts in a fiduciary capacity for a family irrevocable trust. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dexter Roettker is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes a security role at Ugly Tuna Saloona. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Eric Wrightsel is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Morgan Miller is a financial advisor at Robert W. Baird & Co. in Columbus, OH, holding a Series 66 license with three years of experience at Baird and eight years in real estate prior to that. The DDK Group, part of Baird’s Private Wealth Management, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a range of strategies including separately managed accounts and overlay management, supported by internal research and ongoing manager oversight.

Mark Young is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior work includes positions at Merrill and Fifth Third Securities. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Ronald Mohr Jr. is a financial advisor with LPL Financial based in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2008 and previously at Fifth Third Securities, Inc. from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Glen Holmes is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked previously at Fsc Securities Corp, H.Beck, Inc., and Ameriprise, among other firms. In addition to his advisory role, he serves as president of Holmes Management LLC, an insurance agency that provides insurance consulting services. He also owns a 50% interest in a houseboat listed on Airbnb and VRBO, with a management company handling its operations. OSAIC serves a broad client base including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and third-party managers, with a notable scale and complex affiliate network.