Austin Bollinger is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger was also employed at Wedgewood Golf and Country Club prior to his finance career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 employs a structured planning process supported by proprietary tools and market-based models.

Jill Henderson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2012 to 2019 before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investable strategies.

Tanya Cole is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, providing both advisory and brokerage services.

William Shulack is a financial advisor with Ameriprise in Blacklick, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, Shulack serves on the executive committee board of the Jefferson Country Club and is co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to generate personalized retirement income recommendations.

Steven Ervin is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Voya Financial Advisors and CoreCap Investments. Prior to his financial advising career, he managed Ervin Brothers Janitorial Inc. for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

John Mcallister is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved in managing a family timber farm through Merker Family LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Cortland Haynes is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Amazon, PNC, and the Veteran Affairs. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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 applying an ESG eligibility framework in its recommendations.

Mark Randall is a financial advisor with Ameriprise in Plain City, Ohio, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in business ownership activities outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Knight is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015, following a three-year tenure at ZEIDERS Enterprises. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Matthew Besier is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at e-Cycle LLC from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Lawrence Ansehl is a Private Wealth Manager with Merrill Private Wealth Management. In his role, he develops personalized financial strategies tailored to individual goals, focusing on family wealth management, liquidity management, managing new wealth, and portfolio management services. He leverages Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Lawrence holds a Bachelor's degree from Washington University in Saint Louis and an MBA from the University of Notre Dame. He carries the Professional Investment Advisor (PIA) designation. Committed to community engagement, he participates in local volunteer organizations. Outside of work, Lawrence enjoys chess, football, pickleball, traveling, and spending time with his family.

Jesse Etter Jr. is a financial advisor with LPL Financial in Reynoldsburg, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is a notary public and has engaged in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brett Coffing is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large national network of financial advisors and branch offices.

Devin Erickson is a CFP® with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Columbus, OH. His prior work includes roles at Bellhop, LPL Financial, and involvement with GO Kickball. 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.

Leon Leither is a CFP® professional with 26 years of industry experience. He has been the sole advisor at Leither's Financial Planning, Inc. since 1991. Leither's Financial Planning, Inc. is an independent, single-advisor firm serving a small group of high-net-worth clients with individualized financial planning and portfolio management services. The firm maintains a very concentrated client roster and does not manage custodial assets, distinguishing its business model from many independent advisors.