Gregg Ballou is a CFP®-certified financial advisor with 27 years of experience, currently with Raymond James Financial Services Advisors, Inc. in Columbus, OH. He has been with Raymond James since 1999. Outside of his advisory work, he is associated with the Ballou Family Office and Charles H Ballou CFP, where he serves in non-owner roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jonathan Brofford is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63, 65, and 66 designations with 14 years of industry experience. He was self-employed from 2012 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.

Luke Recker is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also has a background in telecommunications through his involvement with Benton Ridge Telephone Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, trust custody, insurance products, and collateralized lending services.

Stanley Weiland is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Eaton Vance Management. In addition to advisory work, he is involved in health insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and a range of insurance and trust services through affiliated entities.

Philip Shively is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 41 years of industry experience. He has worked at LPL Financial (formerly LINSCO/Private Ledger Corp.) since 1995 and has been affiliated with Society National Bank since 1987. 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, and institutional platforms, supported by various operational and research tools.

Robyn Harper is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 18 years of industry experience. Her prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, and The Huntington Investment Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Zhongqi Zhang is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, having previously worked at firms including Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer non-discretionary advice focused on approved funds and strategies.

Michael Kerr is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following roles in the restaurant and financial services sectors. Outside of advising, he is involved in managing a real estate business through Frostbridge, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Jeremiah Vires is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Willscot, ActionCOACH Central Ohio, LexisNexis, RevLocal, ITW Food Equipment Group, and Arlt & Company. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Alexander Nicholson is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at North Valley Bank and Crystal Springs, as well as time at The Ohio State University and North Canton Hoover High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a wide range of advisory programs supported by structured tools and investment modeling.

Johnathan Frankel is a financial advisor at J.P. Morgan Securities with 21 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 is a partial owner and silent partner in DMD Gyms, LLC (operating as Gold's Gym), and a partial owner of Dyno Climb, LLC, a family-owned rock climbing and fitness gym. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kristen Ullman is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials with 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Jacob Kurgan is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Ameriprise since 2015 and two years at the Federal Reserve Bank of Cleveland. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates internal research, third-party data, and algorithmic tools, with a focus on tax-aware strategies and dependable income sources.

John Begley is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, Ameriprise, and Edward Jones. Begley is also involved in non-variable insurance activities associated with Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Jeffery Howey is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Nationwide Investment Services Corp, Morgan Stanley Private Bank, Neuberger Berman BD LLC, and Manning & Napier Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Hakam Abu Rizeq is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Axelon Services. Outside of his advisory role, he is the owner of Woody Woody LLC, a business focused on creating and selling wood art. 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’s approach includes an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with J.P. Morgan’s broader broker-dealer and banking organization.

Fred Minich is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Based in Upper Arlington, OH, Minich holds Series 63 and CFP® designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Donald Ragains Jr. is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Sean Mc Evoy is a financial advisor with LPL Financial in Columbus, Ohio, holding the CFP® and ChFC® designations and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Raymond James Financial Services, and Fifth Third Securities. Outside of his advisory work, he is involved with the Upper Arlington United Soccer Club and Hastings Middle School in non-investment-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Matthew Watson is a financial advisor based in Columbus, OH, affiliated with Charles Schwab. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Schwab in 2017, he worked for The Huntington Investment Company for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.