Skylar Muhlenkamp is a Series 66-credentialed financial advisor with Morgan Stanley in Columbus, Ohio, bringing one year of industry experience. Prior to joining Morgan Stanley, Muhlenkamp has held roles across various businesses including hospitality ventures like Woodlands Backyard, where they remain involved. Woodlands Backyard is a restaurant and bar located in Columbus. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Brian Tanler is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Stephen Viner is a financial advisor at LPL Enterprise with nine years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has held roles at W&S Brokerage and Western Southern Life. He holds a Series 63 designation and is based in Columbus, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Joseph Foster is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Joshua Brutcher is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Truco, Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Greg Scharlott is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Nationwide Investment Advisors LLC, Nationwide Investment Services Corporation, and J.P. Morgan Asset Management. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Ethan Brooker is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His work history includes roles at Jpmorgan Chase Bank and Sedgwick Claims Management Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates centralized due diligence with quantitative and qualitative research, supporting recommendations that may include ESG criteria and are implemented with assistance from affiliated investment-management entities.

Frenlly De La Cruz is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 63 designation and seven years of industry experience. His work history includes multiple roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015, as well as a two-year period at Morgan Stanley and one year at Mi Tradicion. 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 screening and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Ludgenane Schmidt is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, Schmidt worked at AdventHealth Orlando for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

Bryan Duty is a financial advisor with LPL Enterprise, holding a Series 66 credential and with 10 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Morgan Stanley. He is also involved with entrepreneurial ventures such as Room with a View 4U and Oak Meadow Homes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and trustee services.

Justin Whitley is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds the Series 66 designation and has eight years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and the Energy Cooperative of Ohio. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Michael Platte is a financial advisor at Morgan Stanley in New Albany, Ohio, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent 12 years at UBS Financial Services. Outside of his advisory role, Platte is involved in managing several real estate investment entities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning without individual security recommendations as part of standalone plans.

Caitlin Hughes is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. She has prior experience at Cambridge Investment Research Inc. and has held roles in education, including positions with Fairfield County Educational Service Center and Bloom-Carroll Local Schools. Hughes is also involved as a coach and educator in local schools. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and manages a multi-billion dollar asset base.

Nasser Tahat is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 66 and Series 63 licenses. He has one year of industry experience, including prior roles at J.P. Morgan Securities and The Ohio State University. Outside of finance, he has operated Tahat Renovations LLC for five years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

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.

Nicholas Rupert is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at KEMBA Financial Credit Union and CUSO Financial Services, LP. He is also involved with Kemba Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives.

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.

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.