Michael Hairston is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Ameriprise, Hairston worked at Alpha Financial Planning, Inc. and A&B Advisors. Outside of his advisory role, he is co-owner of Unbiased Media LLC, a company that produces faith-based print and digital media content. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client goals.

Shad Patterson is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He also has ownership interests in investment-related private wealth and real estate management companies. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options. Advisors use firm research and tools to deliver tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

John Ellingwood is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm emphasizes tailored recommendations supported by Wells Fargo research and planning tools, with planning engagements typically discrete and fees negotiated based on scope and complexity.

William Zerkle is a financial advisor with Cetera who holds a Series 63 designation and has 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and also has a long tenure with SL Pierce Agency dating back to 2001. Outside of his advisory work, he owns and manages College Funding Solutions of Ohio, LLC, a college funding and financial aid consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple investment program options through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Timothy Kemper is a financial advisor with Raymond James & Associates, Inc. in Dublin, Ohio, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James for 20 years. Outside of his advisory role, Kemper is the owner and operator of a grain farm and has served on the Rush Township Zoning Board. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Shana Heckel is an Associate Resident Director and Wealth Management Advisor at Merrill Lynch. She collaborates with individuals and families to define their financial priorities and develop strategies to help achieve their goals. Her approach includes reviewing potential financial risks such as outliving assets, rising healthcare costs, long-term care expenses, college funding, and unexpected loss of income. Shana evaluates cash flow and savings to align with appropriate financial strategies. She joined Merrill Lynch Wealth Management in 2003 after earning a Bachelor's Degree in Business Administration from Westminster College in New Wilmington, Pennsylvania. Shana holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Outside of her professional duties, Shana is actively involved in community initiatives. Since 2004, she has played an instrumental role in planning and implementing the Bull Run benefiting Nationwide Children's Hospital, which has raised over $1,000,000 to support patients and their families. Additionally, she serves as a Girl Scout Co-Leader and coaches her son's recreational soccer team. Shana resides in Westerville with her husband, Will, and their three children, spending her free time biking, gardening, baking, and enjoying family activities.

Michael Teller is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services and JPMorgan entities. He is also an independent contractor for FINRA, where he is seeking approval to serve as an arbitrator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pensions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Douglas Krantz is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding Series 66 and Series 63 licenses with nine years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities dating back to 2017, as well as previous employment at AT&T. Outside of finance, he was involved with the Northeast Storm Hockey Club for five years. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework for investment recommendations.

Wayne Niles is a financial advisor with Cetera, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform supported by over 10,000 advisors and more than $256 billion in assets under management.

Nicholas Miller is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He previously worked at Morgan Stanley for seven years and has experience with MassMutual Life Insurance Company. Outside of finance, he was involved in Grand Prix Karting for five years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved software and a range of specialized programs.

Rachel Monfort is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and previously worked at Huntington Investment Company and Huntington National Bank for over 20 years. Outside of advisory work, she serves on the Finance Committee and Board of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Tom Zentz is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2007. Outside of his advisory work, Zentz serves as a deacon on the Board of Directors at Maranatha Baptist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

George Jackson is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 credential and bringing 26 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He serves on the board of the National Football Foundation, where he participates in board meetings and helps organize an annual banquet and fundraiser. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations, generally advising on investment categories and strategies without direct investment discretion.

John Cook is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ian Dean is a financial advisor with Wells Fargo Advisors in Dublin, OH. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2026. Prior to his current role, he held various positions across several industries including hospitality and moving services, and spent five years affiliated with Rollins College. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Aaron Lane is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Burgess & Niple, OHM Advisors, and GPD Group. Outside of his advisory role, Lane is a partner in a real estate investment business in Dublin, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Crystal Cecala is a Series 66-licensed financial advisor with Morgan Stanley in Dublin, Ohio, bringing 10 years of industry experience. She previously worked at Merrill from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. 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 supported by proprietary tools and methodologies.

Chaffon Rankin is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the CFP® and ChFC® designations, along with the Series 66 license. Prior to her current role, she spent ten years at The Huntington Investment Company. Rankin serves on the boards of several nonprofit organizations focused on children’s health and welfare, including Community for New Direction, The Buckeye Ranch, and St. Stephens Community House. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering customized financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.