Tedra Pine is a financial advisor with Robert Baird & Co. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Ferris Financial, LLC, and NYLife Securities LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.

Mickey Zwayer is a financial advisor with LPL Financial in Columbus, OH, holding the Series 63 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he serves as a trustee of the Daniel J. Zwayer Brain Cancer Research Fund and works part-time as a Lyft driver. 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 supported by a large network of investment adviser representatives and utilizes both proprietary and third-party investment strategies.

Callie Jacobs is a financial advisor at Ameriprise in Columbus, Ohio, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at The Huntington Investment Company, Key Investment Services LLC, and PNC Wealth Management. Outside of her advisory role, she is involved in clothing resale through Poshmark and Mercari and owns a landscaping business called New Leaf Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Kathy Willcox is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Willcox serves as president and is a board member of the Columbus Female Benevolent Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Charles Hanna III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Commonwealth Financial Network and Retirement Wealth Strategies, LLC. Outside of his advisory work, he is also an independent insurance agent for various companies through Retirement Wealth Strategies. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform solutions and proprietary model strategies, operating through thousands of financial professionals managing a multi-billion dollar asset base.

Fredricka Agyekum is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Merrill Lynch/Bank of America and has a diverse background including roles in health education and retail. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of investment strategies.

Robert Matina 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, he worked in academic roles at Ohio State University and Boston College, primarily within history departments and student support services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support its advisory services, which include estate planning and corporate financial planning agreements.

Monica Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Ultimus Fund Solutions, Exel, and DHL Supply Chain. 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, with a non-discretionary approach supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Witmer is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 license and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities from 2001 to 2017. Witmer also operates as an independent insurance agent specializing in dental, group disability income, life, accident, health, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using detailed client data and firm-approved tools to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Luke Costello is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he serves as an advisor and consultant for Waypoint Benefit Solutions, LLC, focusing on consulting and insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. 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.

Joseph Berger is a financial advisor with Edward Jones in Hilliard, OH, holding a Series 63 license and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, Berger is co-owner of Flora and Field LLC, a flower farming and events business in Mt Sterling, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Ross Spaulding is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Tailored Management, UPS, People Helping People Agency, The Ohio State University, and Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment research.

Daniel Sarratt 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 worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Preston Rowe is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he has worked at The Cheesecake Factory for eight years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolios developed by internal research and third-party strategists, offering financial planning, access to asset managers, and insurance products through affiliated entities.

Peter Mc Carthy is a CFP® with 34 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services and previously held roles at PNC Bank, PNC Capital Markets, and Scottrade. Mc Carthy also works as an associate for Ballou Family Office in Columbus, OH, performing similar duties as his Raymond James role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored non-discretionary planning and risk profiling tools to help clients implement appropriate investment strategies.

Jonathan Berniger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He serves on the advisory council of OSU LiFEsports, a nonprofit focused on preparing youth for life and leadership through sport. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning through annual collaborative engagements using firm-approved analytical tools, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

Fu Kuang Chien is a financial advisor at Morgan Stanley in Columbus, OH, holding the Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he held positions at Planet Fitness, the College of Wooster, and The Law Offices Xingye Yan Esq. 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 supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Pavel Bondarenko is a financial advisor at Morgan Stanley in Columbus, OH with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JP Morgan Securities, LLC, Northwestern Mutual Investment Services, LLC, and R Paul Dodd Group Inc. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and broker-dealer capabilities.

Kyle Keber is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and Edward Jones. 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 to develop model asset allocations and offers expanded derivatives and commodities capabilities through various affiliated entities.

Jeremy Ohlinger is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and currently serves at Morgan Stanley Private Bank, N.A. In addition to his advisory role, he is a board member of the Northwest Swim Club’s finance committee and an assistant middle school tennis coach in Worthington, OH. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct client relationships and corporate financial planning agreements.