Christopher Casto is a CFP® professional with 11 years of industry experience, currently advising clients at Ameriprise in Hilliard, OH. His previous roles include positions at The Huntington Investment Company, Cetera, and Regions Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Mink is a financial advisor at Cetera with eight years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Previously, he worked at Morgan Stanley Wealth Management, Guardian Life Insurance Company, and Edward Jones Investments. In addition to his advisory role, he is a financial professional at Three Creeks Capital Management LLC, where he focuses on wealth and investment management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a multi-manager platform with access to both affiliated and third-party managers.

Joshua Mc Ghee is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and held positions at Robert M Roach, Brandon McIntyre, and Northwestern Mutual Investment Services LLC during 2016–2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its advisory services.

David Ausmus is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Nationwide Investment Advisors. He is currently based in Columbus, OH. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes access to derivatives and commodities capabilities.

Kyle Martie is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also holds concurrent roles with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Christopher Lott is a financial advisor at UBS Financial Services in Columbus, OH, holding the Series 66 designation with one year of industry experience. His prior work includes roles at JCORR Mechanical and Groovy Plants Ranch, as well as several years at The Ohio State University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial planning and portfolio management to client goals. The firm offers institutional trading capabilities alongside wealth management and a comprehensive platform of capital markets and lending services.

Cody Anderson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Merrill, Morgan Stanley, and Bank of America. Prior to his financial career, he was involved with Seniors Choice Home Care from 2015 to 2019. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities uncommon among institutional advisory programs.

Michael Lee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with nine years of industry experience. He worked at JP Morgan Securities LLC from 2016 to 2019 before joining Morgan Stanley, where he has been since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop client plans, managing approximately $2.74 trillion in client assets.

Marquis Bloomingdale is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2016. Outside of his financial advisory role, Marquis is involved in the restaurant industry as a server at Sunny Street Café, a position he has held since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and advisory arrangements.

Benjamin Baker is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, Ohio, where he has worked since 2017. He has seven years of industry experience, including roles at Subway and Columbus State Community College prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Alex Valentine is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2022. Prior to this, he held positions at Carpenter & Associates and various other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team.

Justin Myers is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019, with prior experience at Foresters Financial and Foresters Advisory Services. Outside of his advisory work, he serves as a middle school basketball coach. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Dylan Murphy is a financial advisor at Ameriprise with five years of industry experience and holds a Series 63 designation. Prior to joining Ameriprise, he worked at The Huntington National Bank and The Huntington Investment Company. Outside of his advisory work, he serves as an assistant coach for the offensive line at Columbus Academy’s football team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses proprietary research and third-party data to develop tailored recommendations, which are implemented on a non-discretionary basis.

Tessa Hanners is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials. She joined the firm in 2025 and previously worked at JPMorgan Chase Bank, N.A. for 12 years. 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. The firm’s advisory process combines quantitative and qualitative research with a range of investment strategies, including an ESG eligibility framework.

Aaron Axelrod is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior experience includes positions at Nationwide and The Huntington Investment Company. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Michael Lutz is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses with 13 years of industry experience. His background includes roles at Macy's, Bru Burger Bar, and multiple banking and mortgage institutions. 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, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Keith Conn is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves on the London Ohio Civil Service Commission Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate partnerships.

James Trapp is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert Baird since 2019. Prior to that, he worked at J.J.B. Hilliard W.L. Lyons. Outside of advising, he serves as a co-trustee for a family account and is involved with the operations of a family farm in Grove City, Ohio. Robert Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through the DDK Group within its Private Wealth Management department. The firm offers a variety of services including financial planning, portfolio management, and separate account programs, with a focus on manager selection, internal research, and a range of investment strategies.

Brian Hughes is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Manning & Napier Investor Services, Inc., KeyBank, and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Rugg is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining UBS in 2018, she worked at BrightHouse Securities, LLC and MetLife Investors Distribution Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.