Morgan Zolman is a financial advisor with Ameriprise in Newark, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2026, Morgan worked at The Huntington Investment Company for four years. Outside of finance, Morgan has experience in the hospitality sector, including a position at Bad Apple Pub. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement planning advice emphasizing dependable income sources and tax-aware withdrawal strategies.

Jonathan Brofford is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63, 65, and 66 designations with 14 years of industry experience. He was self-employed from 2012 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.

Luke Recker is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also has a background in telecommunications through his involvement with Benton Ridge Telephone Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, trust custody, insurance products, and collateralized lending services.

James Atkinson is a CFP®-credentialed financial advisor with Raymond James Financial in New Albany, OH, bringing 29 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2011 and owns Columbus Capital, an independent channel for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Julie Workman is a financial advisor with LPL Financial in Westerville, Ohio, holding a Series 66 designation and totaling eight years of industry experience. She previously worked at Edward Jones Investments for six years and Supreme Touch Home Health for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stanley Weiland is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Eaton Vance Management. In addition to advisory work, he is involved in health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and a range of insurance and trust services through affiliated entities.

Aaron Cohen is a financial advisor with LPL Financial based in Columbus, OH, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Northwest Bank, HSBC Securities, KeyBank, and Citizens Bank. Outside of his advisory duties, he is involved with Buffalo Advertising, a non-investment-related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and proprietary model portfolios, supported by advanced operational tools.

John Morris is a financial advisor with Ameriprise Financial Services in Newark, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Zhongqi Zhang is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, having previously worked at firms including Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer non-discretionary advice focused on approved funds and strategies.

Jeremiah Vires is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Willscot, ActionCOACH Central Ohio, LexisNexis, RevLocal, ITW Food Equipment Group, and Arlt & Company. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Keith Lewis is a financial advisor at Ameriprise Financial Services LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory work, Lewis serves as treasurer of the Hilliard Chamber of Commerce and is involved with the Hollyfest Scholarship Foundation as a CPA and trustee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service. This service provides detailed retirement planning reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Alexander Nicholson is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at North Valley Bank and Crystal Springs, as well as time at The Ohio State University and North Canton Hoover High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a wide range of advisory programs supported by structured tools and investment modeling.

Johnathan Frankel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner and silent partner in DMD Gyms, LLC (operating as Gold's Gym), and a partial owner of Dyno Climb, LLC, a family-owned rock climbing and fitness gym. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Marcus Williams is a CFP® with 13 years of industry experience and is currently an advisor at Fisher Investments. He previously worked at JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. outside of his advisory role, he is involved in managing rental properties. Fisher Investments serves a global client base including institutional and high-net-worth clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies.

Kristen Ullman is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials with 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Richard Currens is a financial advisor with LPL Financial in Reynoldsburg, Ohio, holding a Series 66 credential and four years of industry experience. He has been with LPL Financial since 2021. Outside of his advisory role, Currens is involved in business loan activities through a separate entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a network of investment adviser representatives and utilizes model portfolios, third-party subadvisors, and customized strategies.

Matthew Hatfield is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jacob Kurgan is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Ameriprise since 2015 and two years at the Federal Reserve Bank of Cleveland. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates internal research, third-party data, and algorithmic tools, with a focus on tax-aware strategies and dependable income sources.

John Begley is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, Ameriprise, and Edward Jones. Begley is also involved in non-variable insurance activities associated with Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Jeffery Howey is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Nationwide Investment Services Corp, Morgan Stanley Private Bank, Neuberger Berman BD LLC, and Manning & Napier Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.