Madelynn Banaszak is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses a combination of research, modeling, and tax-efficiency analysis to support its advisory process.

Alexander Miranda is a Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where he has worked for a total of three years. His prior experience includes roles at Edward Jones, Bank of America - Merrill Lynch, and UBS Financial Services. Outside of his advisory work, he is the owner and developer of FitConnect LLC, a fitness and social media app that uses AI to connect gym partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Chant'a Lindsey is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at JP Morgan Securities LLC, Nationwide Financial, Amazon, and Abercrombie and Fitch. Outside of advising, she works as an Uber Eats delivery driver in Reynoldsburg, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

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.

Jeffrey Ritter is a financial advisor with Thrivent Investment Management in Reynoldsburg, Ohio. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Ritter serves as President Emeritus of Bike Buckeye Lake, a local organization focused on developing bike and walking paths around Buckeye Lake, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

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.