Bruce Roby is a financial advisor with LPL Financial in Gahanna, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Sanford Account Management Group, The Middlefield Banking Co, and K&B Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ethan Frisch is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for three years. His background includes service in the United States Marine Corps and experience running a lawn service business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Leonard is a financial advisor with Wells Fargo Advisors in New Albany, Ohio, holding Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Leonard holds a 90% ownership in Horizon Peaks Holdings, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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 at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with 29 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. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

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.

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.

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 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.

Fredricka Agyekum is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at Merrill Lynch/Bank of America and has held various roles outside of finance, including positions with Hawks Peer Health Educators and other organizations. 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 an ESG eligibility framework.

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 designations and bringing three years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, Exel, and DHL Supply Chain. J.P. Morgan Securities LLC 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.

Luke Costello is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 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 provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and corporate financial planning services.

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.

Bradley Hitzeman is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Scottrade, The Huntington Investment Company, and The Huntington Bank. He is based in Columbus, Ohio. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Daniel Sarratt is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at JPMorgan Chase Bank, N.A., StandardAero, and the University of Cincinnati. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Adam Conway is a financial advisor with Cambridge Investment Research Advisors in Newark, Ohio, holding a Series 63 designation and 22 years of industry experience. He has been with Cambridge Investment Research and its affiliate since 2005. Outside of his advisory work, he owns and hosts The Pharmacist Podcast and is an author. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides a range of portfolio management options and proprietary and third-party strategies tailored to client objectives.

Preston Rowe is a Series 66-licensed financial advisor with LPL Enterprise, bringing four years of industry experience. Prior to joining LPL Enterprise, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding role at The Cheesecake Factory. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios through an integrated platform combining advisory services with brokerage and insurance products.