Scout Zaas is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of industry experience. Prior to joining UBS, Scout held positions at Washington & Jefferson College and The Wellington School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and a variety of capital markets and lending services.

Michael Beers is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in BoomFlop Outfitters LLC, a hunting-inspired clothing line based in New Albany, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gary Beckman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Beckman also serves as a trustee in an investment-related capacity in Bexley, Ohio. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Christian Borne is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, E*TRADE Securities, and Park Hudson International, as well as experience in legal and court settings. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies, serving clients through both direct and corporate financial planning relationships.

Stephen Garrett is a CFP® with 13 years of experience in financial advisory services. He has worked at Ameriprise and Ameriprise Financial Services, LLC since 2026, following previous roles at The Huntington Investment Company and Morgan Stanley. He is based in Columbus, OH. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Kalinoski is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a junior varsity high school golf coach for Granville Exempted Village Schools. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and executed through affiliated investment management entities.

Erica Weiser is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is a Notary Public in the state of Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis.

Patricia Sirkoski is a financial advisor with Charles Schwab in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Ryan Bucholtz is a Series 66-registered financial advisor with J.P. Morgan Securities in Columbus, Ohio, with 11 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2016 and joined J.P. Morgan Securities in 2018. Prior to his financial services career, he worked at Lyft/Uber and MetLife Investment Fund Services LLC. 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 screening and qualitative research, offering recommendations that may incorporate an ESG framework and leveraging JPMorgan affiliates for implementation and portfolio services.

Thomas Harrington is a CFP® professional with 36 years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC for 27 years. He also founded Harrington Asset Management Inc., where he remains active. Harrington serves on the board of the nonprofit Hydro4Life, based in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Mallori Westhoff is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at Nationwide Securities LLC and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and analysis.

Kevin O'Callahan is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He specializes in partnering with individuals and families to develop and maintain comprehensive financial plans tailored to their goals. His experience includes roles as Investment Consultant, Planning Consultant, and Financial Representative at Fidelity Investments from 2022 to 2025, and as a Registered Representative at New York Life from 2021 to 2022. Kevin's professional background reflects a focus on financial planning and investment consulting. Outside of his professional work, Kevin has interests in baseball, fitness, football, and golf.

Mark Poulin is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory work, Poulin is a part owner of a winery and provides consulting on practice management, leadership, and team development to financial advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Jeremiah Watene 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 prior roles include positions at New York Life and American Income Life. Outside of financial services, he operated a small business, Jeremiah Paint & Pressure Wash, for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brett Hillyard is a financial advisor with Morgan Stanley in Dublin, OH, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. 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 manages approximately $2.74 trillion in client assets.

Amanda Gallagher is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 designations with 24 years of industry experience. She has been with Morgan Stanley since 2006, initially with Morgan Stanley DW Inc. and then continuing with Morgan Stanley Wealth Management from 2009 to the present. 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 and financial planning services, using firm-approved tools and a structured planning process.

Malik Breckenridge Hall is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He also owns Breckenridge Estates LLC, a real estate venture focused on fix and flip, wholesaling, and residential property rentals. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Wan is a CFP® professional with three years of industry experience, currently affiliated with Cetera in Columbus, OH. He has worked at firms including Bank of America, Merrill, and Fidelity Investments. Outside of his advisory role, he supports financial advisors at Three Creeks Capital Management. Cetera is an SEC-registered adviser serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party money managers.

Aaron Black is a financial advisor at J.P. Morgan Securities in Grove City, Ohio, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Nationwide Investment Advisors and Nationwide Investment Services Corp. He has worked continuously in the financial sector since 2019, with earlier experience outside the industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence with forward-looking capital market assumptions to build model allocations, offering a broad range of derivatives and commodities capabilities.

Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance through a Liberty Mutual-affiliated agency and works as a health insurance agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.