Bret Beeton is a financial advisor with Morgan Stanley in Columbus, OH, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including 12 years at Morgan Stanley and an ongoing role at Papa Johns. Outside of his advisory work, he is involved with Market Force Information as a partner and proprietor in an education-related mystery shopping business. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with investment outcomes modeled through the Global Investment Committee’s estimates and Monte Carlo simulations.

Thomas Kahle is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 63 designation and 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers investment and planning services both directly and through corporate financial planning arrangements.

Daniel Gardiner is a financial advisor with Fisher Investments in Dublin, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Cetera and Meeder Investment Management. Outside of advisory work, he owns Gardiners House Rentals LLC, which operates as an Airbnb host. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative analysis. The firm provides sub-advisory and retirement plan services, managing diversified portfolios across multiple asset classes.

Bruce Roby is a financial advisor with LPL Financial in Gahanna, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior positions include roles at Sanford Account Management Group, The Middlefield Banking Co, and K&B Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Pride Miller-Stevens is a Financial Consultant at Fidelity Investments, a role held since 2019. Prior to this, Pride served as Director, Retirement Planner at Fidelity Investments from 2018 to 2019, and as a Retirement Relationship Manager from 2014 to 2018. Pride began their career at Fidelity Investments as a Retirement Solutions Representative from 2012 to 2014. With over a decade of experience in financial planning, Pride works jointly with clients and their families to address financial goals including wealth accumulation, income needs, and wealth transfer.

Shannon Borton is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has previously worked in various roles, including positions at Riverside Methodist Hospital, Stronghold Construction, and Liberty University. Outside of finance, she occasionally provides dog and house sitting services for family friends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Kathleen Martin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 21 years of industry experience. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Thomas Jagels is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joshua Nalli is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009 and operates TTD Partners LLC, a sole proprietorship that supports his financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Jodi Graney is a financial advisor with UBS Financial Services in Columbus, Ohio, holding a Series 63 designation and bringing 22 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a multi-member partner in a real estate partnership focused on owning and renting residential properties. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial solutions.

James Knox is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2016, following nine years at JPMorgan Chase Bank, N.A. He is based in Columbus, Ohio. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Ethan Frisch is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for three years. His background includes service in the United States Marine Corps and experience running a lawn service business. 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 an ESG eligibility framework.

Thomas Kovach is a CFP®-designated financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 20 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Dexter Roettker is a financial advisor with Equitable Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors, he worked at Integrity Athletics and has roles outside finance including security work at Ugly Tuna Saloona. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various advisory and brokerage channels. The firm employs a hybrid referral and implementation model that utilizes third-party asset managers and offers tailored client services based on documented goals and risk tolerance.

Eric Wrightsel is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. 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, institutional and pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Morgan Miller is a financial advisor at Robert W. Baird & Co. in Columbus, OH, holding a Series 66 license with three years of experience at Baird and eight years in real estate prior to that. The DDK Group, part of Baird’s Private Wealth Management, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a range of strategies including separately managed accounts and overlay management, supported by internal research and ongoing manager oversight.

Amy Stimmel is a financial advisor with Ameriprise in Hebron, Ohio, holding 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the All Starz Gymnastics Boosters Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Young is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Steven Wright is a Series 66-licensed financial advisor with nine years of industry experience, currently with Morgan Stanley in Columbus, OH since 2022. His prior experience includes roles at Boenning & Scattergood, Sweeney Cartwright & Co, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Joseph Duran is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and five years of industry experience. His background includes roles at Edda Coffee Roasters, FedEx Ground, Dynamic Sports Nutrition, and Verdia. Outside of advising, he has involvement in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.