Steven Wright is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Boenning & Scattergood, Sweeney Cartwright & Co, Echo Advisors, LLC, and Corecap Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers diverse advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Joseph Duran is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and five years of industry experience. His background includes roles at Edda Coffee Roasters, FedEx Ground, Dynamic Sports Nutrition, and Verdia. Outside of advising, he has involvement in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Thomas Robertson is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of investment and advisory solutions.

Breann Lunn is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Merrill and Morgan Stanley Smith Barney LLC, among other firms. In addition to her advisory role, she is employed in customer service with American Airlines. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs and planning tools.

Daniel Miller is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including AFlac and WealthWave. Miller is also involved with Bella Vita Network and owns D. P. Miller and Co LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Talia Musolino is a financial advisor with LPL Financial in Columbus, OH, holding eight years of industry experience. She has worked with multiple firms, including Pfs Investments Inc and Primerica Financial Services, and has been associated with LPL Financial since 2020. Musolino also has experience with companies outside the financial sector, such as Amazon and DoorDash. 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.

Scott Ervin is a financial advisor at Ameriprise in Columbus, OH, holding the CFP® and ChFC® designations with 31 years of industry experience. His prior roles include positions at The Huntington Investment Company, Valmark Financial Group, and Nationwide Investment Services Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Steven Miller is a financial advisor with Primerica Advisors in Harrod, Ohio, holding a Series 63 license and 21 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns investment-related and recreational properties. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Elena Duffner is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previous experience at PNC Bank and Keller Williams Realty. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kristy Burcham is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 63 designation and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she has operated as an independent contractor driver for rideshare services Lyft and Uber during non-business hours. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on 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 both direct client relationships and Corporate Financial Planning agreements.

Tedra Pine is a financial advisor with Robert Baird & Co. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Ferris Financial, LLC, and NYLife Securities LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.

Mickey Zwayer is a financial advisor with LPL Financial in Columbus, OH, holding the Series 63 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he serves as a trustee of the Daniel J. Zwayer Brain Cancer Research Fund and works part-time as a Lyft driver. 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 supported by a large network of investment adviser representatives and utilizes both proprietary and third-party investment strategies.

William Newland Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019, following seven years at J.P. Morgan Securities. Outside of his advisory work, he is involved with Newland Club Lambs, an enterprise he has been associated with since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Callie Jacobs is a financial advisor at Ameriprise in Columbus, Ohio, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at The Huntington Investment Company, Key Investment Services LLC, and PNC Wealth Management. Outside of her advisory role, she is involved in clothing resale through Poshmark and Mercari and owns a landscaping business called New Leaf Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Kathy Willcox is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Willcox serves as president and is a board member of the Columbus Female Benevolent Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Charles Hanna III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Commonwealth Financial Network and Retirement Wealth Strategies, LLC. Outside of his advisory work, he is also an independent insurance agent for various companies through Retirement Wealth Strategies. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform solutions and proprietary model strategies, operating through thousands of financial professionals managing a multi-billion dollar asset base.

Fredricka Agyekum is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Merrill Lynch/Bank of America and has a diverse background including roles in health education and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of investment strategies.

Robert Matina is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley, he worked in academic roles at Ohio State University and Boston College, primarily within history departments and student support services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support its advisory services, which include estate planning and corporate financial planning agreements.

Monica Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Ultimus Fund Solutions, Exel, and DHL Supply Chain. 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, with a non-discretionary approach supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Young is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked with Primerica Financial Services since 2004 and is also affiliated with Rock City Church. Outside of his advisory role, he engages in part-time activities related to home security, automation product referrals, and mortgage loan sales through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of investment models, including recent additions involving cryptocurrency ETFs.