Madelynn Banaszak is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Miranda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones, Bank of America - Merrill Lynch, UBS Financial Services, and has returned to J.P. Morgan Securities since 2021. Outside of advising, he is the owner and partner of FitConnect LLC, a technology venture developing a fitness social media app using AI tools. 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, employing a forward-looking approach to asset allocation and incorporating an ESG eligibility framework.

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 has previously worked at JP Morgan Securities LLC, Abercrombie and Fitch, and Amazon. Outside of her advisory work, she is employed part-time as an Uber Eats delivery driver in Reynoldsburg, Ohio. 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 portfolio programs, third-party asset management, and institutional platforms.

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.

Nicholas Brosky is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, Merrill, Citigroup Global Markets, and Oppenheimer before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Owen Faulkner is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and JPMorgan Chase Bank, N.A. 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 is supported by centralized due diligence combining quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

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 with J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked primarily with J.P. Morgan entities since 2016 and has additional experience at PFS Investments Inc and Primerica Financial Services. Outside of finance, Wolfe is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and also works as an independent contractor selling hair and skin beauty products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

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.

Jean Di Cioccio Wing is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and previously worked at The Huntington Investment Company for 16 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2023, he managed Collectibles N' Stuff LLC, a retail and online store he owns and operates. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment and estate planning strategies.

Angel Lin is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining the firm, Angel worked in the restaurant industry as a part-time food server. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Amy Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. She has previously worked at Wells Fargo Clearing Services, Merrill, and Prudential Equity Group. Outside of her advisory role, she is a notary public in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning, portfolio management, and capital markets solutions.

Jordan Williams is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, he held various roles including positions at J.P. Morgan Chase and Lowes. Outside of his advisory work, he has been a food delivery contractor for DoorDash since 2018. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Tod Creasap is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market-based modeling techniques.

Frank Nunziata is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2013 and joined Merrill in 2016. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and a bachelor's degree in Financial Planning from The Ohio State University. Frank specializes in retirement planning, generational planning, estate planning, insurance planning, investment planning, education planning, and business planning. He works collaboratively with clients to develop personalized financial strategies that align with their unique priorities and long-term goals. As a member of The Leeman Group, he has been recognized by Forbes as part of the "Best-in-State Wealth Management Teams" for four consecutive years from 2023 to 2026. He lives in Columbus with his wife, Alyssa, their son, Angelo, and two dogs, Aspen and Spruce. Frank enjoys spending time with his family, as well as activities such as cooking, football, gardening, ice skating, running, skiing, and watching movies.