Tricia Suchland is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms including Wells Fargo Advisors, J.P. Morgan, and Nationwide. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Carolina Silcott is a financial advisor at LPL Enterprise LLC with a Series 66 designation and one year of experience at the firm. Her prior work includes roles at Third Coast Bank and Mercadolibre, as well as employment with Au Pair in America and Universidad ICESI. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various affiliated services including trust custody, insurance, and lending programs.

Joseph Lotozo is a CFP® and ChFC® with 13 years of experience in financial advising. He has been with Edward Jones since 2012. Outside of his advisory role, he earns royalties from Amazon Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Edward Kindler III is a financial advisor with LPL Financial based in Upper Arlington, OH, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at PNC Wealth Management and Cambridge Investment Research. Outside of his advisory work, he is involved with Retirement Plan Advisors LLC and also maintains activities related to insurance and benefits. 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, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Laura Linkinhoker is a financial advisor at Morgan Stanley in Columbus, OH, with 11 years of industry experience. She holds a Series 66 designation and worked at UBS Financial Services for six years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client decision-making.

Derek Farnlacher is a Series 66-licensed financial advisor with eight years of industry experience, currently with UBS Financial Services. His prior roles include positions at JPMorgan Securities, Morgan Stanley, and Fairway Independent Mortgage Corporation. Outside of finance, he has experience with Vista Community Church and Muirfield Village Golf Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Matthew Lee is a financial advisor with LPL Financial in Columbus, Ohio, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior work includes roles at Kemba Financial Credit Union, Cuso Financial Services, Wells Fargo Advisors, and Ascend Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Stephanie Mccurdy is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Resurrecting Lives Foundation, a nonprofit focused on military awareness for traumatic brain injury. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a broad platform of financial planning, portfolio management, and capital markets solutions.

Ashley Hill is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley and its Private Bank since 2019 and previously worked at NISC from 2013 to 2017. Hill holds Series 63 and Series 66 licenses. 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.

Christopher Rhorer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. before joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Lee Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and First Commonwealth Bank. He also worked at Muirfield Village Golf Club and Vineyard Vines earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

Nathanial Ott is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 9 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and strategies to support client goals.

Allen Meyer is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 63 credential and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of finance, he is an operating partner and treasurer for a restaurant business in Athens, Ohio, where he has taken on increased management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Shivjinder Dhillon is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Cambridge Investment Research Advisors and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers alongside financial planning and consulting services.

Michelle Voyer is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the sole proprietor of Cr1ms0n Nyt3, a self-publishing poetry book venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory frameworks to support client goals.

Scott North is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following roles in logistics, construction, and accounting firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and use of systematic methodologies in building model portfolios.

Tiffany Watt is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked for over a decade at ESC/Big Walnut Schools. She is based in Columbus, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support financial outcomes.

Jered Seibert is a Financial Consultant at the Columbus Investor Center, where he assists the Central Ohio community in building and implementing holistic, goal-based, customized financial plans aimed at providing peace of mind through financial security. He has been with Fidelity Investments since 2022, holding various roles including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity Investments, Jered held several regional leadership roles in the financial services industry. These positions include Regional Vice President at Transamerica Capital, Inc., New York Life Distributors, LLC., and Summit Alliance Securities, LLC., as well as Regional Marketing Director at Hartford Life, LLC. His extensive experience spans over a decade in financial consulting and leadership. Outside of his professional career, Jered has interests in fitness, lake activities, music, pets, traveling, and yoga.

John Hill is a financial advisor at LPL Enterprise with a Series 66 credential and four years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and work in various capacities outside of finance, including at RPP Containers and TaleMed. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Anthony Mabry is a financial advisor with Stifel in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, NA. Outside of his advisory role, he is a partner and owner at Siller Sonas Partners LLC and is involved in selling timber from personally owned property. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.