Jonathan Young is a Financial Advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Young serves on the investment committee of the Columbus Jewish Foundation and acts as a trustee for multiple trusts. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but generally does not provide individual security recommendations as part of standalone plans.

Danielle Nichols is a financial advisor at Morgan Stanley in Columbus, Ohio, with three years of industry experience. She holds a Series 66 designation and previously worked for First Federal Savings and Loan Association of Newark for 12 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Matthew Cochran is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities in various capacities from 2015 to 2022. Outside of his advisory role, he is a 50% owner of JM UL LLC, a limited liability company that operates a bar in Powell, Ohio, where he assists with financial management, hiring, and organization. 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 strategies for a range of individuals and institutional clients.

Christopher Reinke is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio. He holds the Series 66 designation and has 19 years of industry experience, having worked with MML Investors Services Inc and Mass Mutual Life Insurance since 2006. Outside of his advisory role, he is the building manager and owner of a real estate company and is involved in health and group insurance sales through Rider & Reinke Financial Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap programs, money-manager programs, and educational seminars.

William Morrison is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work history includes positions at AmeriTrust Insurance and Crate & Barrel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

David Scott is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previous work history at LGS Staffing, American Income Life, and Vertiv Co. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Charles Gocken is a financial advisor with Raymond James & Associates in Bexley, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked for the State of Ohio from 2015 to 2017. Outside of his advisory role, he is a partner in Tennis Ltd, a business he co-owns with his wife. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and a range of portfolio management options.

Bruce Dye Jr. is a financial advisor with LPL Financial based in Hilliard, Ohio, holding a Series 66 designation and possessing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns a non-investment business, American GBAC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Brian Sweeney is a financial advisor with LPL Financial in Columbus, OH, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Raymond James Financial, PNC Wealth Management, and Merrill. Outside of his advisory role, he is involved with Greyson Tax & Consulting as a tax consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing multiple strategies including model portfolios and third-party subadvisors.

Mitchell E. Lothes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2016 and is also associated with TLKUK LLC since 2022. In addition to his advisory role, he is a partner and consultant on the financial operations of Liberty Ophthalmology and a partner in Visus Clarus, Lucrum Certum, both non-investment-related business ventures. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lubin Chamie Townsend is a CFP®-credentialed financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Cambridge in 2024. Townsend is also an author, educator, podcast host, and speaker. Additionally, he serves as a board member of The Cutting Board Academy, a culinary networking organization, and as treasurer for the Chesapeake HOA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm delivers its services through a large network of independent financial professionals, employing a variety of strategies and platform arrangements tailored to client objectives.

Nicholas Perry is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. He has also worked at The Ohio State University Golf Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abigail Elwer is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Parkland Securities, LLC. Outside of her financial career, Abigail is involved in a scrapbooking and crafting business, Creative Memories, where she sells supplies and hosts retreats. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning through approved tools and offers both direct client services and corporate financial planning agreements.

Sammie Koch is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Sammie worked in roles including at Topgolf, the Auditor of State, and at Findlay Country Club. Sammie has also been involved in academic settings at Columbus State Community College and the University of Findlay. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models, while clients retain responsibility for plan implementation.

Joe Pinzone is a CFP® professional with seven years of experience in financial advising, currently with Edward Jones in Columbus, OH. His work history is primarily with Edward Jones, spanning from 2018 to the present with a brief period of unemployment between assignments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a large network of advisors and branch offices across the United States.

Thomas Birkley is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Shawn Mccoy is a Certified Financial Planner® with 29 years of industry experience. He has been with Ameriprise since 2009, currently serving as a financial advisor at the firm. Outside of his advisory role, he is involved with a business ownership entity related to property management. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, primarily for clients who maintain accounts managed by Ameriprise.

Patrick Henry is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Edward Jones in Columbus, OH. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries and American Signature Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Austin Bollinger is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger was also employed at Wedgewood Golf and Country Club prior to his finance career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michelle Steinhaus is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2011. Outside of her advisory role, she is a notary public and an ordained minister who has officiated at least one wedding. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for its clients.