Trenton Baker is a financial advisor with Morgan Stanley in Columbus, OH, holding CFP® and securities licenses Series 63, 65, and 66. He has 15 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a seven-year period of retirement from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach utilizes structured discovery and planning tools, including modeled outcome simulations, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

William Willson is a Series 66-licensed financial advisor with Ameriprise in Columbus, Ohio, with nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Willson is also a co-owner of TRLT Ventures LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Evelyn Akey is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where she has worked since 2013. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Mark Brown is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 63 designation and 45 years of industry experience. His career includes prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. over nearly two decades. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and tools. The firm provides various niche planning services and integrates advisory offerings with other financial products and referral channels.

Yuenchuen Wu is a financial advisor at Morgan Stanley with 11 years of industry experience. Wu holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and CF Bank. Wu is based in Columbus, OH. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Mary Giersz is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Jason Haunty is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at TDAmeritrade Inc. from 2013 to 2022 before joining Charles Schwab and Co., Inc. in 2022 and Charles Schwab Bank SSB in 2024. Charles Schwab & Co., Inc. serves a large client base, primarily 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 blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Amanda Joseph is a ChFC® credentialed advisor at Raymond James Financial with 14 years of industry experience. She has worked at Logan and Reed Wealth Partners since 2024 and has been with Raymond James Financial Services, Inc. since 2011. Outside of her advisory work, she serves as Treasurer for the Hilliard Weaver Middle School Parent Teacher Organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Priyanka Sheth is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at Morgan Stanley and held roles at 4 Consulting Inc and TEKsystem. 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. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Nolan Reynolds is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Edelman Financial Engines, KeyBank, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through structured discovery processes without delivering individual security recommendations as part of standalone planning.

Hunter Sprankle is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank and has experience in the hospitality sector, including roles at Brothers Bar and Grill and Gaswerks Bar and Grill. 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 through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with a structured due diligence approach.

Scott Hanadel is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and FBL Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tony Penzone is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 54 years of industry experience. He worked at Merrill from 1971 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by tools such as Monte Carlo simulations and serves clients both directly and through corporate financial planning agreements.

Brandon Arens is a financial advisor with Mass Mutual Investors Services. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Sanfillipo Financial, LLC. Arens is also a licensed insurance agent involved in the sale of life, disability, and fixed annuity insurance products. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Brandon Baxter is a financial advisor with LPL Financial based in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at The Huntington Investment Company and Huntington National Bank. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Peter Cooper Jr. is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 designation and 28 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2005, respectively, following two years at UBS Financial Services. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Braden Riehl is a financial advisor with Robert Baird & Co. in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Corient, Summit Financial Strategies, and Croghan Colonial Bank. He attended Ohio State University from 2021 to 2025. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Tausha Pape is a financial advisor with Morgan Stanley in Columbus, OH, holding four years of industry experience. Her prior roles include positions at Huntington National Bank and Computing Concepts Inc. She has been with Morgan Stanley since 2019, including work with the Morgan Stanley Services Group since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Bertke is a financial advisor at Morgan Stanley in Dublin, Ohio, with eight years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2017, following a one-year tenure at The Adecco Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Daniel Hogan is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.