Mark Young is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2014. 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, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Steven Wright is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in Columbus, OH since 2022. His prior experience includes roles at Boenning & Scattergood, Sweeney Cartwright & Co, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Thomas Robertson is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of investment and advisory solutions.

Breann Lunn is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Merrill and Morgan Stanley Smith Barney LLC, among other firms. In addition to her advisory role, she is employed in customer service with American Airlines. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs and planning tools.

Kristy Burcham is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 63 designation and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she has operated as an independent contractor driver for rideshare services Lyft and Uber during non-business hours. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Tedra Pine is a financial advisor with Robert Baird & Co. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Ferris Financial, LLC, and NYLife Securities LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.

Chad Disbennett is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He has prior experience at Royal Alliance and has operated Disbennett Wealth Management Group since 2008. Outside of advisory work, he is also an independent insurance agent and serves as a high school track coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, employing both proprietary and third-party model strategies with discretionary and non-discretionary implementation options.

Charles Hanna III is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 63 designation and 31 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years at Commonwealth Financial Network. He is also involved with Retirement Wealth Strategies LLC as an independent insurance agent and investment adviser representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial wellness services through a network of independent professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

Fredricka Agyekum is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at Merrill Lynch/Bank of America and has held various roles outside of finance, including positions with Hawks Peer Health Educators and other organizations. 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.

Robert Matina 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, he worked in academic roles at Ohio State University and Boston College, primarily within history departments and student support services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support its advisory services, which include estate planning and corporate financial planning agreements.

Monica Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 designations and bringing three years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, Exel, and DHL Supply Chain. 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.

Luke Costello is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an advisor and consultant for Waypoint Benefit Solutions, LLC, focusing on consulting and insurance. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct individual plans and corporate financial planning services.

Ross Spaulding is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Tailored Management, UPS, People Helping People Agency, The Ohio State University, and Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment research.

Dennis Willeck is a financial advisor with Primerica Advisors in Canal Winchester, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selected separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trade execution delegated to BNY Mellon Advisors and Pershing.

Daniel Sarratt is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at JPMorgan Chase Bank, N.A., StandardAero, and the University of Cincinnati. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Preston Rowe is a Series 66-licensed financial advisor with LPL Enterprise, bringing four years of industry experience. Prior to joining LPL Enterprise, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding role at The Cheesecake Factory. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios through an integrated platform combining advisory services with brokerage and insurance products.

Fu Kuang Chien is a financial advisor at Morgan Stanley in Columbus, OH, holding the Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he held positions at Planet Fitness, the College of Wooster, and The Law Offices Xingye Yan Esq. 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 supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Pavel Bondarenko is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JP Morgan Securities, LLC and Northwestern Mutual Investment Services, LLC. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, providing clients with comprehensive financial plans while generally acting in an advisory capacity.

Kyle Keber is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial and Edward Jones. His background also includes roles at The Ohio State University. 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 investment approach.

Jeremy Ohlinger is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and currently serves at Morgan Stanley Private Bank, N.A. In addition to his advisory role, he is a board member of the Northwest Swim Club’s finance committee and an assistant middle school tennis coach in Worthington, OH. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct client relationships and corporate financial planning agreements.