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 credentials and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ronald Mohr Jr. is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in managing multi-family rental properties. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by in-house and third-party research.

Glen Holmes is a financial advisor at OSAIC with 40 years of industry experience and holds a Series 63 designation. His prior roles include positions at FSC Securities Corp and H.Beck, Inc., and he has managed Holmes & Welsheimer LLC and Holmes Management LLC for nearly two decades. Outside of advising, Holmes manages an insurance agency and owns a 50% interest in a houseboat listed on Airbnb and VRBO. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple investment types.

Steven Wright is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in Columbus, OH since 2022. His prior experience includes roles at Boenning & Scattergood, Sweeney Cartwright & Co, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

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 with LPL Financial in Westerville, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at One Resource Group, AFLAC, WealthWave, and Transamerica Financial Advisors. He is also involved with D. P. Miller & Co LLC and Bella Vita Network in business capacities outside of his advisory work. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations, offering a range of financial planning and advisory programs supported by research and model portfolios.

Wendy Keeler is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2023. Prior to this, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as co-treasurer of the Dublin Jerome High School PTO and is a board member of the Financial Planning Association–Central Ohio Chapter. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations covering a broad range of financial needs.

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.

Cheryl Sternasty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Ameriprise in various capacities since 2016 and also has prior experience with Cambridge Investment Research Advisors. Outside her advisory role, she has business ownership unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice, utilizing proprietary research and tools to support clients approaching or in retirement.

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 a Series 63 designation and 25 years of industry experience, all with LPL since 2001. 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 an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions, offering advisory programs, financial planning, and retirement plan consulting through a national network of representatives.

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.

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.

Chad Disbennett is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He has prior experience at Royal Alliance and has operated Disbennett Wealth Management Group since 2008. Outside of advisory work, he is also an independent insurance agent and serves as a high school track coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party model strategies with discretionary and non-discretionary implementation options.

Charles Hanna III is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 63 designation and 31 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years at Commonwealth Financial Network. He is also involved with Retirement Wealth Strategies LLC as an independent insurance agent and investment adviser representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial wellness services through a network of independent professionals, utilizing proprietary and third-party model strategies tailored to client objectives.