Stanley Weiland is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Eaton Vance Management. In addition to his advisory role, he is involved in health insurance sales in Columbus, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Philip Shively is a financial advisor with LPL Financial in Columbus, OH, holding a Series 63 designation and 41 years of industry experience. He has worked at LPL Financial (formerly LINSCO/Private Ledger Corp.) since 1995 and has been affiliated with Society National Bank since 1987. 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, including financial planning, model portfolios, and institutional platforms, supported by various operational and research tools.

Grayson Thacker is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Oppenheimer & Co., Equitable Advisors, and JPMorgan Chase Bank N.A. before joining J.P. Morgan Securities. 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 searches, and customized performance reporting with clients retaining final decision-making authority.

Ronald Joan II is a Series 66-registered financial advisor with Mass Mutual Investors Services, where he has worked since 2025. He has three years of industry experience, including prior roles at Jared Jewellers and American Senior Benefits. Outside the financial industry, he works as a delivery service agent for DoorDash. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning engagements supported by advanced analytical tools.

Robyn Harper is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 18 years of industry experience. Her prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, and The Huntington Investment Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Zhongqi Zhang is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously with firms including Morgan Stanley and E*TRADE Securities. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through affiliated entities.

Michael Kerr is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following roles in the restaurant and financial services sectors. Outside of advising, he is involved in managing a real estate business through Frostbridge, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Alexander Nicholson is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at North Valley Bank and Crystal Springs, as well as time at The Ohio State University and North Canton Hoover High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a wide range of advisory programs supported by structured tools and investment modeling.

Johnathan Frankel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan since 2012. Outside of his advisory role, he is a partial owner and silent partner in DMD Gyms, LLC (operating as Gold's Gym), and a partial owner of Dyno Climb, LLC, a family-owned rock climbing and fitness gym. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence with quantitative and qualitative research, including an ESG eligibility framework, and incorporates broader derivatives and commodities capabilities.

Kristen Ullman is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Morgan Stanley since 2011, with a brief tenure at UBS Financial Services from 2013 to 2016. She 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 a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Christopher Urbano is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC and The Huntington Investment Company. 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 tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Begley is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, Ameriprise, and Edward Jones. Begley is also involved in non-variable insurance activities associated with Prudential. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Jeffery Howey is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Nationwide Investment Services Corp, Morgan Stanley Private Bank, Neuberger Berman BD LLC, and Manning & Napier Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Hakam Abu Rizeq is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and JPMorgan Chase Bank. Outside of his advisory role, he is a partner at Woody Woody LLC, a business involved in creating and selling wood art. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s approach combines quantitative and qualitative manager due diligence to offer non-discretionary, written asset allocation advice and customized performance reporting.

Fred Minich is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Based in Upper Arlington, OH, Minich holds Series 63 and CFP® designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Donald Ragains Jr. is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Christopher Brown is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Ameriprise in 2026, he spent over two decades at The Huntington Investment Company and Huntington Insurance. He serves as a board member at Parkside Church. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Robert Zabrocki is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds a Series 66 designation and has worked with Mass Mutual Investors Services since 2017, following a 15-year tenure at MetLife Securities Inc. Outside of his advisory role, Zabrocki serves as an election poll worker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs, educational seminars, and recently added standalone Divorce Planning.

Sean Mc Evoy is a financial advisor with LPL Financial in Columbus, Ohio, holding the CFP® and ChFC® designations and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Raymond James Financial Services, and Fifth Third Securities. Outside of his advisory work, he is involved with the Upper Arlington United Soccer Club and Hastings Middle School in non-investment-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Matthew Watson is a financial advisor based in Columbus, OH, affiliated with Charles Schwab. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Schwab in 2017, he worked for The Huntington Investment Company for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.