Bret Beeton is a financial advisor with Morgan Stanley in Columbus, OH, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including 12 years at Morgan Stanley and an ongoing role at Papa Johns. Outside of his advisory work, he is involved with Market Force Information as a partner and proprietor in an education-related mystery shopping business. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with investment outcomes modeled through the Global Investment Committee’s estimates and Monte Carlo simulations.

Thomas Kahle is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 63 designation and 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers investment and planning services both directly and through corporate financial planning arrangements.

Bruce Roby is a financial advisor with LPL Financial in Gahanna, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Sanford Account Management Group, The Middlefield Banking Co, and K&B Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Joshua Nalli is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009 and operates TTD Partners LLC, a sole proprietorship that supports his financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Clinton Helmbrecht is a CFP® with 19 years of industry experience, currently affiliated with Cetera in Columbus, OH. He has held roles at Cetera Advisors LLC since 2013 and operates his own financial services firm, Helmbrecht Wealth Management. Outside of advisory work, he is involved in office expense and tax management through Helmbrecht Investment Management and sells fixed insurance products, including life and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various third-party and affiliated investment strategies.

Ethan Frisch is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for three years. His background includes service in the United States Marine Corps and experience running a lawn service business. 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 an ESG eligibility framework.

Dexter Roettker is a financial advisor with Equitable Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors, he worked at Integrity Athletics and has roles outside finance including security work at Ugly Tuna Saloona. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various advisory and brokerage channels. The firm employs a hybrid referral and implementation model that utilizes third-party asset managers and offers tailored client services based on documented goals and risk tolerance.

Michael Leonard is a financial advisor with Wells Fargo Advisors in New Albany, Ohio, holding Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Leonard holds a 90% ownership in Horizon Peaks Holdings, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Morgan Miller is a financial advisor at Robert W. Baird & Co. in Columbus, OH, holding a Series 66 license with three years of experience at Baird and eight years in real estate prior to that. The DDK Group, part of Baird’s Private Wealth Management, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a range of strategies including separately managed accounts and overlay management, supported by internal research and ongoing manager oversight.

Mark Young is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ronald Mohr Jr. is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in managing multi-family rental properties. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by in-house and third-party research.

Steven Wright is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in Columbus, OH since 2022. His prior experience includes roles at Boenning & Scattergood, Sweeney Cartwright & Co, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Joseph Duran is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and five years of industry experience. His background includes roles at Edda Coffee Roasters, FedEx Ground, Dynamic Sports Nutrition, and Verdia. Outside of advising, he has involvement in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Thomas Robertson is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of investment and advisory solutions.

Breann Lunn is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Merrill and Morgan Stanley Smith Barney LLC, among other firms. In addition to her advisory role, she is employed in customer service with American Airlines. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs and planning tools.

Daniel Miller is a financial advisor with LPL Financial in Westerville, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at One Resource Group, AFLAC, WealthWave, and Transamerica Financial Advisors. He is also involved with D. P. Miller & Co LLC and Bella Vita Network in business capacities outside of his advisory work. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and corporations, offering a range of financial planning and advisory programs supported by research and model portfolios.

Kristy Burcham is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 63 designation and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she has operated as an independent contractor driver for rideshare services Lyft and Uber during non-business hours. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

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.

Charles Hanna III is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 63 designation and 31 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years at Commonwealth Financial Network. He is also involved with Retirement Wealth Strategies LLC as an independent insurance agent and investment adviser representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial wellness services through a network of independent professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

Fredricka Agyekum is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at Merrill Lynch/Bank of America and has held various roles outside of finance, including positions with Hawks Peer Health Educators and other organizations. 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 an ESG eligibility framework.