Daniel Green is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at MassMutual Life Insurance Company. Outside of financial advising, he participates in consumer research focus groups, providing feedback to companies on marketing and product development. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and a broad range of investment strategies.

Chase Hoobler is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. His work history includes multiple terms at Morgan Stanley and J.P. Morgan Securities LLC, as well as founding Buy His Design LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations.

Martin Mc Guigan is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bear, Stearns & Co. Inc., and J.P.Morgan Securities Inc., where he worked for a combined 13 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Hatem Benjamin is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior roles include positions at The Huntington Investment Company, PNC Investments, Chase Investment Services Corp., and Banc One Securities Corporation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written Recommendation Reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Racey Morris is a financial advisor at LPL Financial with 28 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has worked at several firms including Raymond James Financial, UBS Financial Services, and New York Life Insurance Company. Morris is also involved with RMG Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing a variety of investment strategies through its extensive network of advisors.

Massimo Giuliani is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses. He has worked in the financial industry since 2024, including positions at New York Life, NYLIFE Securities LLC, and The Huntington Investment Company. Giuliani also has experience as a student at Ohio State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves collaborative, non-discretionary implementation and utilizes proprietary research and algorithmic tools within a defined investment framework.

Deanna Sieren Cardenas is a financial advisor at Edward Jones with 29 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 1996. Outside of her advisory role, she is involved in managing a rental property in Columbus, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chase Streetman is a financial advisor at J.P. Morgan Securities with credentials including Series 65 and Series 63 and approximately 10 years of industry experience. He worked at Morgan Stanley from 2016 to 2022 before joining J.P. Morgan Securities, where he has been employed since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with a combination of quantitative and qualitative research and may incorporate an ESG eligibility framework.

Michael Wirtz is a Series 66-licensed financial advisor with nine years at Morgan Stanley and one year at Nationwide Financial Services, totaling six years of industry experience. He is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Bright is a financial advisor with LPL Financial based in Columbus, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at CUNA Mutual Group, CUNA Brokerage Services, the Wedgewood Country Club, and several investment firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers.

Benjamin Myers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Oasis Outsourcing. 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 and qualitative research and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Pratikshya Sharma is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with three years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Carson Holley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, KeyBank, and Equitable Advisors. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Quick is a financial advisor at Robert W. Baird & Co. with 9 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing a range of investment strategies and overlay services.

Adam Vanderhorst is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in selling health insurance through Vanderhorst Financial Services. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutions. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Phillip Pinedo is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities. His prior experience includes roles at UBS Financial Services and Janney Montgomery Scott. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jose Mari Asuncion is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Outside of finance, he was involved with Captain Rick's Scuba Diving for three years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Kyle Germann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2023. Outside of finance, he has experience at Firekeepers Casino & Hotel and has been involved with charitable work through the Branch County Coalition Against Domestic And Sexual Violence. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Charles Kern is a financial advisor with Fidelity in Columbus, OH, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at KeyBank, Charles Schwab & Co., Inc., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as a registered commodity pool operator and formal adviser to multiple registered investment companies.

Heather Gardner is a financial advisor at Ameriprise in Columbus, Ohio, with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory work, she provides elder care for her disabled mother. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.