Tony Pritchett is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Oneamerica Securities and LPL Financial. In addition to advisory work, he is involved with ARD Insurance Services as an independent contractor focusing on insurance product sales and client insurance planning. Cambridge Investment Research Advisors serves a diverse clientele including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

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 with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at Morgan Stanley since 2017 and had prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management serves 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 employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its financial planning process.

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 licenses and has worked in various roles within J.P. Morgan and related firms since 2016. Outside of her advisory work, she is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and she is an independent contractor selling hair and skin beauty products. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Charles Sprunger is a financial advisor with Edward Jones in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining Edward Jones in 2023. Outside of his advisory work, he serves as a part-time ski instructor at Mad River Ski Resort during the winter season. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

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, Ohio, holding a Series 66 designation with one year of industry experience. He previously worked with The Edwards Group at Morgan Stanley and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is the owner of Collectibles N' Stuff LLC, a retail and online store. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs with approximately $2.74 trillion in client assets under management. Their planning process incorporates firm-approved tools and models but generally does not include individual security recommendations as part of standalone plans.

Angel Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to focusing on financial services, Angel worked in the restaurant industry, including roles at Er Ge Hot Pot and BBQ and Xin Japanese Restaurant. Angel also worked as a part-time food server outside of the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Long Tan is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is also involved with Legend Financial Services, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a wide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Jordan Williams is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles including at J.P. Morgan Chase and Lowe's. Outside of finance, he has been a contractor delivering food 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 in its recommendations.

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.