Emily Seerden is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. She also has experience working with the Columbus Dance Centre. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Drew Mussman is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Prudential Insurance Company of America and LPL Enterprise LLC. Outside of finance, he has been involved in the restaurant industry with experience at multiple pizzerias. J.P. Morgan Securities provides investment advisory and consulting services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Terry Webb is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, and has seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Webb also manages several rental properties in the Columbus area. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary advisory model supported by a centralized due-diligence framework.

Susan Scrimenti is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Merrill since 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alaina Elliott is a financial advisor with Thrivent Investment Management in Sunbury, Ohio, holding Series 65 and Series 63 licenses and having two years of industry experience. Her background includes roles at Thrivent Financial, Empower Financial Services, NYLIFE Securities, New York Life Insurance Company, and five years with the Charleroi Area School District. Elliott also has a long history with The Dance Loft, spanning 28 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Zachary Hughes is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, Telhio Credit Union, and The State Bank & Trust Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

James Simpson is a financial advisor with Morgan Stanley in New Albany, OH, holding a Series 66 designation and with six years of industry experience. He has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A., and previously worked at Nissan/North from 2014 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dean Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. 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 that includes the use of firm-approved tools and scenario modeling.

Mohammad Mohammad is a financial advisor at J.P. Morgan Securities with a Series 65 credential and one year of industry experience. His prior work includes roles at Keybanc Capital Markets, S&P Global Market Intelligence, and various entrepreneurial and service ventures. 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.

Carolina Silcott is a financial advisor at LPL Enterprise LLC with a Series 66 designation and one year of experience at the firm. Her prior work includes roles at Third Coast Bank and Mercadolibre, as well as employment with Au Pair in America and Universidad ICESI. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various affiliated services including trust custody, insurance, and lending programs.

Laura Linkinhoker is a financial advisor at Morgan Stanley in Columbus, OH, with 11 years of industry experience. She holds a Series 66 designation and worked at UBS Financial Services for six years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client decision-making.

Ashley Hill is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley and its Private Bank since 2019 and previously worked at NISC from 2013 to 2017. Hill holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Eric Koller is a financial advisor with Ameriprise in Pataskala, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1997. Outside of his advisory role, he serves as president of the Street Elite Corvette Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Lee Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and First Commonwealth Bank. He also worked at Muirfield Village Golf Club and Vineyard Vines earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Nathanial Ott is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 9 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and strategies to support client goals.

Allen Meyer is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 63 credential and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of finance, he is an operating partner and treasurer for a restaurant business in Athens, Ohio, where he has taken on increased management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Shivjinder Dhillon is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Cambridge Investment Research Advisors and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers alongside financial planning and consulting services.

Janet Gabel is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, primarily for clients with assets managed within Ameriprise.

Michelle Voyer is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the sole proprietor of Cr1ms0n Nyt3, a self-publishing poetry book venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory frameworks to support client goals.

Aaron Gonzalez is a financial advisor with Ameriprise in Canal Winchester, Ohio. He holds a Series 66 designation and has been with Ameriprise since 2021. Prior to his advisory role, he worked at Verizon from 2017 to 2021 and was a student from 2005 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, 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 to deliver tailored, non-discretionary advice through a centralized consulting team.