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 at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Northwestern Mutual Investment Services and JPMorgan Chase Bank. 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 applying an ESG eligibility framework when recommending strategies.

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 with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 registrations and seven years of industry experience. Her prior experience includes roles at PFS Investments Inc, Primerica Financial Services, and JPMorgan Chase Bank N.A. Outside of her advisory work, she is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and also works as an independent contractor selling hair and skin beauty products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 with Ameriprise in New Albany, OH, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as an assistant varsity boys’ basketball coach for New Albany City Schools. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Donald Robinson is a financial advisor with Morgan Stanley in Columbus, OH, holding the Series 63 designation and 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Robinson is involved in a private horse breeding and racing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory services.

Da'vonn Cliver is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential with six years of industry experience. He previously worked at Tailored Management and Sequoia Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory offerings.

Isaac O'rielley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2023, he managed Collectibles N' Stuff LLC, a retail and online store he owns and operates. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment and estate planning strategies.

Angel Lin is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining J.P. Morgan Securities, Angel has held positions at JPMorgan Chase Bank and has worked in the restaurant industry as a part-time food server. 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 in its investment recommendations.

Long Tan is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Grove Point Investments, LLC and H. Beck, Inc. Long is also involved with Legend Financial Services, LLC, an entity related to his LPL business activities. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jordan Williams is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 66 licenses and has two years of industry experience. Outside of his advisory role, he has worked as a delivery driver for DoorDash since 2018. 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. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

Andrew Croman is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan, Merrill, and Huntington Investment Company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm uses a centralized service team to develop personalized Recommendation Reports drawing on proprietary research and third-party data.

Tod Creasap is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market-based modeling techniques.

Frank Nunziata is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill in 2016. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and a bachelor's degree in Financial Planning from The Ohio State University. Frank specializes in retirement planning, generational planning, estate planning, insurance planning, investment planning, education planning, and business planning. He works collaboratively with clients to develop personalized financial strategies that align with their unique priorities and long-term goals. As a member of The Leeman Group, he has been recognized by Forbes as part of the "Best-in-State Wealth Management Teams" for four consecutive years from 2023 to 2026. He lives in Columbus with his wife, Alyssa, their son, Angelo, and two dogs, Aspen and Spruce. Frank enjoys spending time with his family, as well as activities such as cooking, football, gardening, ice skating, running, skiing, and watching movies.

Travis Beckett is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on providing clients with personalized financial advice, emphasizing tax-efficient investing and charitable giving aligned with clients' core values. Before joining Fidelity, Travis worked at J.P. Morgan Chase Bank N.A. from 2018 to 2023. He served as a Private Client Banker from 2018 to 2022 and then as a Private Client Financial Advisor from 2022 to 2023. During his tenure, Travis guided families through complex markets and purposeful financial planning. Outside of his professional career, Travis enjoys activities such as CrossFit, golf, spending time with his family, and social events with friends.

Heath Horning is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved with Julius Golf since 2022. 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 in its investment approach.

Eugene Burson is a financial advisor with UBS Financial Services in New Albany, OH, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients' goals and risk tolerances.