Nasser Tahat is a financial advisor with Morgan Stanley in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at J.P. Morgan Securities and various other businesses, including entrepreneurial work with Tahat Renovations LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Jacob Hauptner is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 license with five years of industry experience. His prior roles include positions at Pruco Securities LLC, William Vaughan Company, and Wentz Financial Group. Outside of his advisory work, he is a co-owner of Party Haupper, an equipment rental business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, and offers a broad range of investment and financial planning solutions.

Michael Roderick is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He is also a founder and board member of the nonprofit Embrace the First Step in New Albany, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing model portfolios developed internally or by third-party strategists, and offers access to third-party asset managers and various financial planning services.

Joshua Young is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at UBS Financial Services since 2012. He is based in Gahanna, Ohio, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family LLC focused on estate planning and asset protection and provides financing information to support his wife's real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management. The firm integrates proprietary research and institutional trading capabilities within its wealth management platform.

Paul Hedges is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations and 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 a wide range of advisory programs, including tailored financial planning and utilizes firm-approved tools and methodologies such as Global Investment Committee estimates and Monte Carlo simulations in its planning process.

Jennifer Hamilton is a Series 66-licensed financial advisor with LPL Financial, based in Utica, Ohio, and has three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments LLC and has been involved with Legend Financial Services since 2022. Additionally, she holds a concurrent role at Nationwide Children's Hospital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Madelynn Banaszak is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Alexander Miranda is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at firms including Edward Jones, UBS Financial Services, and Bank of America Merrill Lynch. In addition to his advisory role, he is the owner and partner of FitConnect LLC, a technology venture developing a fitness and social media app utilizing AI tools. 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.

Alan Smith is a financial advisor with Morgan Stanley in Columbus, OH. He holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to help clients develop personalized plans.

Gaylord Miller is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and advanced modeling techniques to support its services.

Joseph Shih is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities. Prior to his financial services career, he was employed at Ohio State University and Northern Valley Demarest Regional High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to help clients analyze goals and develop written recommendations.

Ronald Riebe Jr. is a financial advisor with Edward Jones in Westerville, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Little Acorn Farm LLC, an agricultural and forestry business in Ray, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Nicholas Brosky is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following a brief tenure at Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 like Monte Carlo simulations to inform outcomes.

Shannon Montell is a financial advisor with Ameriprise in Heath, OH, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ameriprise in 2026, Shannon worked at The Huntington Investment Company, Morgan Stanley, and JP Morgan Securities LLC. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Owen Faulkner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and JPMorgan Chase Bank, N.A. 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.

William Thompson is a Series 66-registered financial advisor with Morgan Stanley, based in Columbus, OH, and has 12 years of industry experience. He has been with Morgan Stanley since 1994, with a continuous tenure at the firm up to the present. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Angelica Wolfe is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 credentials and has worked at J.P. Morgan Securities since 2017, with prior roles at PFS Investments Inc and Primerica Financial Services. Outside of finance, she is involved in the hospitality industry as a server, bartender, and cook at Azteca Mexican Grill and works as an independent contractor selling hair and skin beauty products. 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 framework in its investment approach.

Charles Sprunger is a financial advisor with Edward Jones in Westerville, OH, holding Series 63 and Series 65 licenses and has 31 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., Fifth Third Securities, and Banc One Securities Corporation. Outside of his advisory role, he works seasonally as a part-time ski instructor at Mad River Ski Resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, managed solutions, and affiliated investment products.

Philip Hawthorne is a financial advisor at Robert Baird & Co. with two years of industry experience. He holds the Series 66 designation and has prior work experience at Arrive Logistics and Miami University. Robert Baird & Co. is an institution serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of financial planning and portfolio management services including separately managed accounts and utilizes both internal research and external partnerships in its advisory approach.

Drew Wennes is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and CTM Advisors. Outside of his advisory role, he serves as an assistant varsity boys' basketball coach at New Albany High School in Ohio. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-driven retirement recommendations.