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 designations and bringing three years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, Exel, and DHL Supply Chain. 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.

Kyle Young is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked with Primerica Financial Services since 2004 and is also affiliated with Rock City Church. Outside of his advisory role, he engages in part-time activities related to home security, automation product referrals, and mortgage loan sales through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of investment models, including recent additions involving cryptocurrency ETFs.

Luke Costello is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 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 provides a wide range of advisory programs to individuals 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 delivers both direct individual plans and corporate financial planning services.

Dwayne Wells is a financial advisor with Primerica Advisors in Worthington, OH, holding six years of industry experience. He has previously worked at PFS Investments Inc. and Primerica Financial Services, and concurrently maintains a role with Honda. Wells is also the owner of Created2Elevate, a business based in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

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.

Dennis Willeck is a financial advisor with Primerica Advisors in Canal Winchester, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selected separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trade execution delegated to BNY Mellon Advisors and Pershing.

Daniel Sarratt is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at JPMorgan Chase Bank, N.A., StandardAero, and the University of Cincinnati. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Clark May is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Securities America, Inc., and Invest Financial Corp. Outside of his advisory work, May is involved in several business ventures, including ownership of CentricHC and AccelWELL since 2012. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Preston Rowe is a Series 66-licensed financial advisor with LPL Enterprise, bringing four years of industry experience. Prior to joining LPL Enterprise, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding role at The Cheesecake Factory. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios through an integrated platform combining advisory services with brokerage and insurance products.

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.

Michael Derflinger is a financial advisor with Ameriprise in Alexandria, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner of MAD Family Enterprises, LLC, a business unrelated to investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Pavel Bondarenko is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JP Morgan Securities, LLC and Northwestern Mutual Investment Services, LLC. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, providing clients with comprehensive financial plans while generally acting in an advisory capacity.

Kyle Keber is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial and Edward Jones. His background also includes roles at The Ohio State University. 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 investment approach.

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.

Trammayne Golson is a financial advisor with Primerica Advisors, based in Worthington, OH, holding 10 years of industry experience. He has been with Primerica Advisors since 2016 and has additional experience with Primerica Financial Services and Pier 1 Imports. Outside of advisory work, he engages in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets under management.

Howard Slutsky is a financial advisor with Ameriprise in Gahanna, OH, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Principal and Avantax Advisory Services, and he owns a tax preparation business, Howard W. Slutsky CPA, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income recommendations.

Nick Compton is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining J.P. Morgan Securities in 2024, his background includes a role at Esporta Fitness in 2022 and periods outside the workforce. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Matthew Penrod is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and previously spent 12 years with UBS Financial Services. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Kellyn Kuyper is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2020, she worked with Live More Properties and took a hiatus as a stay-at-home mom. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.