Kyle Warrenburg is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Morgan Stanley and its related entities 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 range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Frank Nobile Jr. is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 25-year tenure at The Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Paul Burke is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation. He joined Edward Jones in 2026 after working at Oakwood Management Company, Groupshop, Simple Slides, Simple Sheets, Champions of the West, and RentHoop over the past several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Turnbull is a Series 66-licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes roles outside the financial sector, such as positions at Mill Creek Metroparks and Youngstown State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and provides financial planning and consulting through a broad network of investment adviser representatives.

John Viers is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic automation.

Jon Brooks is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs with a focus on structured financial planning and broad investment services.

Lynn Beach is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 66 and Series 63 licenses and 22 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Summit Financial, Charles Schwab Bank, Charles Schwab, and Huntington Investment Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Derek Weisend is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent six years with MetLife Securities Inc. In addition to his advisory role, he is also licensed as an insurance agent, focusing on life, health, disability, long-term care, and fixed annuities. 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 financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that use firm-approved analytical tools to develop recommendations.

Colin Lewis is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Huntington National Bank, Huntington Investment Company, PNC Investments, Chase Investment Services Corp., and Key Investment Services LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary investment research and third-party data.

Alexander Dunnavant is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Edward Feierman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models but does not offer individual security recommendations through its standalone planning program.

Christian Caporaso is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Schaeffler Group USA and Gunton Corporation. Caporaso also has experience with Morning Star Tree Care and Grove City College. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling techniques.

Annette Reed is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She is based in Hilliard, OH. Outside of her advisory role, she has participated as a member of the transition team for the new mayor of Hilliard. 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 strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Rebecca Krutko is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2011, currently serving at Morgan Stanley Private Bank, N.A. in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and models.

Neil Zipfel is a financial advisor with Ameriprise in Worthington, Ohio, holding a Series 63 designation and over 21 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. from 2005 to 2018 before joining Ameriprise Financial Services Inc., where he worked until 2020. Outside of advising, he is involved in real estate through ownership and management of commercial properties via a holding company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support planning, with an emphasis on assets held in Ameriprise-managed accounts.

Robert Artim is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is an independent insurance agent and owns several business entities unrelated to investment management. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management and utilizes proprietary and third-party model strategies.

Kristin Corsi is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Leah Smith is a financial advisor at Morgan Stanley in Dublin, Ohio, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating investment modeling techniques, while acting primarily in an advisory capacity.

Kevin Jones is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and 15 years of industry experience. Prior to joining Ameriprise, he worked for The Huntington Investment Company for 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and tax-aware strategies within a managed account framework.

Clay Muhlenkamp is a financial advisor with Charles Schwab in Columbus, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. Outside of his advisory role, he owns and rents out a property in Austin, Texas. Charles Schwab & Co., Inc. serves primarily 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.