Fatima Molina is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various divisions of JPMorgan since 2015. Outside of her advisory role, she was involved with Vertical Bliss Fitness from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates systematic quantitative screens and qualitative research, supporting recommendations that may include ESG considerations.

Jacob King is a financial advisor at Raymond James & Associates based in Dublin, OH. He holds the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Raymond James, he worked at Gryphon Financial Partners and Merrill. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and firm research to tailor client strategies.

Ryan Puckett is a CFP® with 19 years of industry experience, currently affiliated with MassMutual Investors Services and MassMutual Life Insurance Co since 2009. He holds Series 63 registration and operates out of Dublin, OH. Outside of his advisory role, he owns and consults through Dynamic Family Office, LLC, providing business consulting focused on strategic alliances and exit strategies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools and provides specialized offerings including divorce and estate-settlement planning.

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.

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 in Dublin, OH, holding a Series 63 license and 39 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he owns and oversees the operation of a grain farm, Kemper Farms, and serves on the Rush Township Zoning Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, supported by various portfolio management styles and affiliated research.

Michael Teller is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including UBS Financial Services, JPMorgan Securities LLC, and Chase Investment Services Corp. He is an independent contractor for FINRA and has requested approval to serve as a FINRA 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 a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Douglas Krantz is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and At&T. From 2014 to 2019, he was involved with the Northeast Storm Hockey Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Wayne Niles is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and operates a multi-manager platform with diverse investment program options.

Austin Bollinger is a financial advisor at Morgan Stanley in Dublin, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger also worked at Wedgewood Golf and Country Club for four years prior to his financial services career. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools without individual security recommendations in standalone plans.

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 with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. She previously worked at Huntington Investment Company and Huntington National Bank from 2000 to 2021 before joining Morgan Stanley in 2021. Outside of her advisory role, she serves on the Finance Committee of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

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.

Jason Gable is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously spent 14 years at The Huntington Investment Company before joining Ameriprise in 2026. 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 focused on dependable income sources and tax-aware withdrawal strategies.

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 four years of industry experience. He holds a Series 66 designation and has worked previously at Burgess & Niple and OHM Advisors. Outside of his advisory role, Lane is a partner in a real estate investment business, Lane & DeVault Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and 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.