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.

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.

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.

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.

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.

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.

Luke Costello is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he serves as an advisor and consultant for Waypoint Benefit Solutions, LLC, focusing on consulting and insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Ross Spaulding is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Tailored Management, UPS, People Helping People Agency, The Ohio State University, and Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment research.

Dennis Willeck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of investment advisory, he is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides services through a large network of advisors and offices.

Bradley Hitzeman is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Scottrade, Inc., The Huntington Investment Company, and The Huntington Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance along with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Daniel Sarratt is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Adam Conway is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 22 years of industry experience, including over 20 years with Cambridge Investment Research Advisors. Outside of advising, he hosts The Pharmacist Podcast and is an author. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various account management approaches and provides access to third-party advisers and proprietary model strategies.

Preston Rowe is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he has worked at The Cheesecake Factory for eight years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolios developed by internal research and third-party strategists, offering financial planning, access to asset managers, and insurance products through affiliated entities.

Fu Kuang Chien is a financial advisor at Morgan Stanley in Columbus, OH, holding the Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he held positions at Planet Fitness, the College of Wooster, and The Law Offices Xingye Yan Esq. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.