Chase Hoobler is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. His work history includes multiple terms at Morgan Stanley and J.P. Morgan Securities LLC, as well as founding Buy His Design LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations.

Martin Mc Guigan is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bear, Stearns & Co. Inc., and J.P.Morgan Securities Inc., where he worked for a combined 13 years before joining Morgan Stanley in 2021. 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, and manages approximately $2.74 trillion in client assets.

Chase Streetman is a financial advisor at J.P. Morgan Securities with credentials including Series 65 and Series 63 and approximately 10 years of industry experience. He worked at Morgan Stanley from 2016 to 2022 before joining J.P. Morgan Securities, where he has been employed since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with a combination of quantitative and qualitative research and may incorporate an ESG eligibility framework.

Michael Wirtz is a Series 66-licensed financial advisor with nine years at Morgan Stanley and one year at Nationwide Financial Services, totaling six years of industry experience. He is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Benjamin Myers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Oasis Outsourcing. 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 and qualitative research and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Pratikshya Sharma is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with three years of industry experience. She 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, and manages approximately $2.74 trillion in client assets.

Stephanie Quick is a financial advisor at Robert W. Baird & Co. with 9 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing a range of investment strategies and overlay services.

Adam Vanderhorst is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in selling health insurance through Vanderhorst Financial Services. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutions. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Phillip Pinedo is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities. His prior experience includes roles at UBS Financial Services and Janney Montgomery Scott. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Germann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2023. Outside of finance, he has experience at Firekeepers Casino & Hotel and has been involved with charitable work through the Branch County Coalition Against Domestic And Sexual Violence. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Joshua White is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at Signature Real Estate and Huntington National Bank. Outside of his advisory role, he owns a small real estate business managing a rental property portfolio. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Erik Varhus is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2006. Based in Columbus, OH, his career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative analysis, and includes capabilities across derivatives and commodities through affiliated entities.

Amanda Johnson is a financial advisor at Edward Jones in Granville, Ohio, holding the Series 66 designation with seven years of industry experience. She worked at Insulet from 2016 to 2019 before joining Edward Jones. Amanda and her husband Joe jointly own their Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Kelly Mathews is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at The Huntington Investment Company and JPMorgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Tanner Williams is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Central Ohio Tech Solutions and Ohio University. 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 structured planning process that includes the use of approved analytical tools and investment models.

Casey Daly is a financial advisor at Ameriprise in Columbus, OH, with 20 years of industry experience and a Series 66 designation. Prior to joining Ameriprise in 2026, Daly worked at The Huntington Investment Company for a combined 15 years and spent one year at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Michael Stoffel is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has experience at Bank of America, N.A. since 2026. Prior to his financial services career, he worked in retail and educational settings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kimberly Emerson is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by firm-approved tools and modeling techniques.

Daniel Rabady is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Charles Schwab and JPMorgan Chase Bank, N.A. 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 within a non-discretionary advisory program.

Ashley Hamann is a financial advisor at Edward Jones with six years of industry experience. She has held prior roles outside finance, including positions at Mount Carmel East and Dyer Mantonya Chiropractor. Hamann holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.