Nathan High is a CFP® professional with seven years of experience currently serving as a financial advisor at Ameriprise Financial Services. His background includes prior roles at Ameriprise Financial Services, Inc., Dicks Sporting Goods, and service in the Ohio Army National Guard. Outside of his advisory role, he is involved with BFM & Associates, LLC as an associate financial advisor and is a franchise owner of an Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Chad Heisey is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Tailored Management, Lululemon, UPS, Amazon, and held positions at Ohio State University and Columbus State. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and financial planning services.

Shawn Nelson is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation. He has prior experience at GGM Financial, LLC and the Keenan Advantage Group, with additional work history in educational and retail roles. Nelson has been affiliated with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Victoria Hayward is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Kenneth Farmer is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his current role, he worked at Macy's Inc. and spent time at Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Andrew Croop is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Nationwide Mutual Insurance Co. and Valic Financial Advisors. Outside of his advisory work, he also serves as a Guest Service Representative for Ohio State University athletic events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and utilizing centralized due diligence supported by affiliated portfolio services.

Cody Flesher is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Mount Vernon Nazarene University. 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 both discretionary and non-discretionary strategies supported by research tools.

John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Elexis Winbush is a financial advisor at Morgan Stanley in Columbus, OH, with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Services Group, Inc. Prior to that, she was employed at Discover Financial Services and UnitedHealthcare. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Jared Hoffman is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Hoffman serves on the Board of Directors for FPA Central Ohio as Program Chair. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Bradley Boeckmann is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior experience includes roles at Nationwide and Tailored Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Allan Covert is a financial advisor at Morgan Stanley with 17 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley and its Private Bank in 2019. He holds a Series 66 designation and is based in Columbus, Ohio. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Andrew Clemens is a CFP® professional with 22 years of experience in the financial industry. He currently works at Morgan Stanley and has prior experience at The Huntington Investment Company and Natcity Investments, Inc. Clemens holds Series 63 and Series 65 licenses and is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee analyses.

Erik Zwilling is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a decade at Bank of America and Merrill. He is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 financial planning process supported by tools such as Monte Carlo simulations and secular return estimates.

Michael Schmeling is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, the Ohio Secretary of State, The Union Bank Company, Huntington National Bank, and the Ohio House of Representatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Jacob Miller is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Miller is a part-owner and trustee of Slates Wealth Management Group LLC and its related 401(k) plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.

Abram Mccarty is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Abram also owns AXM Wealth Management, an investment-related business based in Dublin, Ohio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Natalie Cardenas is a financial advisor at Edward Jones in Grove City, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Apex LLC and held various roles including social media management and positions at Soar Behavior Services and Compass Career Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Branden Kurgan is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2008. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Mark Zipfel is a Series 63 licensed advisor with Ameriprise Financial Services, where he has worked since 2018. He has 43 years of industry experience, including prior roles at J.J.B. Hilliard, W.L. Lyons, Inc. and Fifth Third Securities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.