Frank Lazar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing and UBS Financial Services. He has been with Morgan Stanley and its affiliated entities since 2005 in various roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Tyler Donahue is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Investments, PNC Bank, and JP Morgan Chase. He also worked at The Ram Bar & Restaurant from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Ericka Groves is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at JPMorgan Securities LLC and U.S. Bancorp Investments, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Michael Derrow is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at E*Trade Securities, Morgan Stanley, J.P. Morgan Securities, and JP Morgan Chase Bank. Outside of his advisory work, he has been involved in property management activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Nancy Kesterson is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. She has worked with Primerica Advisors since 2010 and has prior experience at Pearson Education and Comfort Keepers. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Kevin Crook is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan entities in various roles since 2016. Outside of finance, he is the owner and partner of Crooked Comix LLC, where he finances and produces comic book ventures. 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 process combines quantitative screening and qualitative research to offer written asset allocation advice and customized performance reporting while clients retain final decision-making authority.

Ryan Bibler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. His career includes prior roles at UBS Financial Services and Merrill. Based in Dublin, OH, he has been with Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Conley Blair is a financial advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2019 and has served as a resource and guide for clients in various aspects of finance. Conley works closely with business owners, entrepreneurs, and ultra-affluent families to develop strategies that address their financial objectives, including college education planning, family wealth management, legacy planning, liquidity management, and personal retirement planning. Conley holds a bachelor's degree in Business Administration with a concentration in Finance from Liberty University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise spans portfolio management, tax minimization, philanthropic planning, and concentrated stock strategies. He emphasizes understanding clients' short-, mid-, and long-term goals to provide customized financial guidance. Outside of his professional role, Conley resides in Columbus, Ohio. He has interests in golfing, hunting, music, pickleball, running, soccer, tennis, traveling, and watching movies.

Zackary Cannata is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at JPMorgan Chase Bank, Amazon, and The Ohio State University. 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 through a non-discretionary program.

Steven Zid is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2019, and previously spent four years at Capital Group. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to develop tailored financial plans, with an emphasis on advisory services rather than direct security recommendations.

Owen Brennan is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this, he served in various roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Financial Services Representative (2023-2024). Owen focuses on helping clients navigate financial complexity by building strong relationships and creating holistic financial plans tailored to each client's goals and concerns. His approach centers on simplifying complex decisions and providing clear guidance to help clients manage and grow their wealth over time. Outside of his professional work, Owen enjoys boating, cars, hiking, outdoor adventures, pets, and skiing.

Evan Halligan is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Lifetime Financial Growth and earlier roles in education at Butler University and Dublin City Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes proprietary investment research and algorithmic tools, with recommendations implemented non-discretionarily by clients and their advisors.

Paul Kosling is a financial advisor with Ameriprise Financial Services LLC in Dublin, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Benjamin F Edwards & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Romano is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2015 to 2022. Romano is based in Dublin, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Shane Schlemitz is a financial advisor at Stifel with Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at SLS Capital Partners and Robert W. Baird, and has experience in both business and academic roles including time at Indiana University’s Kelley School of Business. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Erin King is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Bank, N.A. since 2020 and previously spent eight years at Morgan Stanley. 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 advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Cress is a financial advisor at Merrill with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1982, also serving Bank of America since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Farnham is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options and supports advisors with research and technology tools.

John Williamson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors and Bueter & Associates Inc. Williamson is also a CPA and provides tax return preparation and tax audit consulting outside of his advisory work. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with a range of managed account programs and third-party investment options.

Meig An York is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she works as a front desk receptionist at a Pilates studio in Pickerington, Ohio. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a centralized service team.