Isaac O'rielley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2023, he managed Collectibles N' Stuff LLC, a retail and online store he owns and operates. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment and estate planning strategies.

Angel Lin is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining the firm, Angel worked in the restaurant industry as a part-time food server. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Timothy Chiu is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 65 and Series 63 licenses and having one year of industry experience. He has worked with Primerica Financial Services since 2011. Outside of advisory work, he owns and operates a Liberty Tax franchise in Columbus. 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 employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Amy Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. She has previously worked at Wells Fargo Clearing Services, Merrill, and Prudential Equity Group. Outside of her advisory role, she is a notary public in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning, portfolio management, and capital markets solutions.

Jordan Williams is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, he held various roles including positions at J.P. Morgan Chase and Lowes. Outside of his advisory work, he has been a food delivery contractor for DoorDash since 2018. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Tod Creasap is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both 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 emphasizes a structured planning process using firm-approved tools and market-based modeling techniques.

Paul Stickley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with 21 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and key Investment Services LLC. He also served in the Ohio Army National Guard from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside committee-based investment modeling.

Heath Horning is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, Ohio, and has 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at Jp Morgan Chase Bank LLC since 2015. Outside of his advisory role, he has been involved with Julius Golf since 2022. 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.

Steven Lovell is a financial advisor with Cetera in Upper Arlington, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior firms include Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Key Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, utilizing a multi-manager approach with a diverse selection of affiliated and third-party managers.

Michael Zid is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Dominic Elmo is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Lifetime Financial Growth. Outside of his advisory role, he also coaches lacrosse in Columbus, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, including model portfolios and third-party subadvisors, supported by technology tools for operational and research purposes.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.

Brady Eller is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Daniel Hilber is a financial advisor at Morgan Stanley with 2 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans that incorporate firm-approved tools and market simulations.

Ryan Romer Jordan is a financial advisor with Ameriprise in Hilliard, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as treasurer of Ill Mannered Brewing Company, a nano brewery in Powell, Ohio. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Scheffler is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, E*TRADE Securities, and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisors.

Evan D Herete is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and beginning his industry experience in 2023. Prior to his current role, he worked at The Ohio State University and Upper Arlington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Philip Lampe is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding the ChFC® and Series 66 designations and having five years of industry experience. He has worked at Mass Mutual-related firms since 2020 and previously spent 27 years with Nationwide. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual, collaborative engagements.

Amanda Roberts is a financial advisor with Primerica Advisors in Dublin, OH, holding nine years of industry experience. She has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 1998. Outside of advisory work, she is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Genesis Mendez Falcon is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, Falcon worked at JPMC and Principle Business Enterprises, with intermittent periods of unemployment. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers access to a broad range of strategies, including those incorporating ESG considerations.