Nathaniel Whitaker is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Principal Funds Distributor, WisdomTree Asset Management, Foreside Fund Services, and Nationwide Investment Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Ahmed Barghouty is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Primerica and Metro PCS. Barghouty also had an academic affiliation with the University of Akron from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Todd Gourno is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 19 years of industry experience. He currently works at Cetera and Three Creeks Capital Management, LLC, which he owns. Outside of advising, he owns a real estate business that purchases commercial buildings for business purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, with access to affiliated and third-party managers and over $256 billion in assets under management.

James Hunter is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2023. Hunter also owns and operates Bodine Perry, LLC, a non-investment-related business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Jordan is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Ballet Met for five years and The Washington Ballet for seventeen years. 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 methodologies, including Monte Carlo simulations and Secular Return Estimates.

Brian Collins is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at J.P. Morgan Securities and related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

James Souslin is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and has a background that includes roles at OPOC.us and The Ohio State University. Outside of finance, Souslin is involved as an artist and musician. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing technology but not using these systems for direct investment decisions.

Nichole Kirk is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Angela Okoro is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked with Primerica Advisors since 2023 and previously held roles at Primerica Financial Services, United Insurance Group, and other financial and educational organizations. Outside of advisory work, she is involved in sales of loan products, home security, automation products, and other home-related services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, using a tiered wrap fee structure and third-party asset managers for portfolio implementation.

Andrew Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from The Ohio State University with a Bachelor of Science in Business Administration in Finance. Andrew collaborates closely with clients and his team to develop and implement wealth management analyses tailored to individual lifestyle goals. His expertise includes creating highly customized reports that support strategic financial planning. Additionally, he is licensed in life and health insurance and assists in areas such as insurance, annuities, credit and lending, and investments.

Charles Roloson is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory work, he managed rental properties for nearly three decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and specialized regulatory registrations.

David Reiniger is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at LPL Financial since 2000. Based in Westerville, OH, he holds Series 63 registration and has been involved in managing a family limited partnership and serving as a board officer for a local condo association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive advisor tools and a broad non-advisory financial services platform.

Timothy Bartolett is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services during his career. Bartolett is currently based in Columbus, OH. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Sierawski is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018 and also works with UnitedHealth Group. Outside of advisory work, he occasionally drives for Uber. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and uses model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Matthew Thomas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Global Financial Partners LLC and Foresight Marketing, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a range of eligible investment strategies.

Matthew Bame is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Angela Blawut is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and possessing four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Anne Davies is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She is also the sole owner of The Arlington Group Investment Consulting, LLC, and a member of the Entrepreneur Organization, where she participates in networking meetings to educate business owners on operational topics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a wide range of investment and financial planning services to individuals, trusts, and institutional clients through its network of advisors, utilizing proprietary research and planning tools to develop tailored recommendations.

Julia Ackerman is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, Ohio, and has 11 years of industry experience. Her background includes service with the Union County Board of Elections from 2016 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering 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.

G Weingartner is a CFA® charterholder with 18 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 15 years with Lincoln Financial Advisors. He is based in Westerville, OH. 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, model portfolios, third-party asset management, and institutional platforms.