Ian Dean is a financial advisor with Wells Fargo Advisors in Dublin, OH. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2026. Prior to his current role, he held various positions across several industries including hospitality and moving services, and spent five years affiliated with Rollins College. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Kyle Burns is a financial advisor with Raymond James Financial in Columbus, Ohio, holding a Series 66 credential and two years of industry experience. His background includes roles at the Internal Revenue Service and the Chicago Police Department. He is also associated with Logan and Reed Wealth Partners as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment guidance using analytical tools and supports municipal and public finance work through unique affiliations.

Aaron Lane is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked previously at Burgess & Niple and OHM Advisors. Outside of his advisory role, Lane is a partner in a real estate investment business, Lane & DeVault Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Crystal Cecala is a Series 66-licensed financial advisor with Morgan Stanley in Dublin, Ohio, bringing 10 years of industry experience. She previously worked at Merrill from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.

Chaffon Rankin is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the CFP® and ChFC® designations, along with the Series 66 license. Prior to her current role, she spent ten years at The Huntington Investment Company. Rankin serves on the boards of several nonprofit organizations focused on children’s health and welfare, including Community for New Direction, The Buckeye Ranch, and St. Stephens Community House. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering customized financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.

Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he manages a property management business under RFG Properties, LLC. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management with a focus on a concentrated advisor-to-client relationship within a small client base.

Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he operates insurance sales through his sole proprietorship focused on traditional life, disability, and long-term care insurance. World Choice Securities, Inc. serves individual and high-net-worth clients, providing portfolio management and related advisory services. The firm combines advisory, broker-dealer, and insurance brokerage activities, supporting a small client base with a concentrated advisor-to-client ratio.