Joshua Young is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at UBS Financial Services since 2012. He is based in Gahanna, Ohio, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family LLC focused on estate planning and asset protection and provides financing information to support his wife's real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management. The firm integrates proprietary research and institutional trading capabilities within its wealth management platform.

Paul Hedges is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations and is based in Columbus, OH. 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, including tailored financial planning and utilizes firm-approved tools and methodologies such as Global Investment Committee estimates and Monte Carlo simulations in its planning process.

Mark King is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 29 years of industry experience. He has been with Primerica Advisors since 1996 and previously worked at United Ambulance Service for 36 years. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Patrick King is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. King holds a Series 63 designation and serves on several local boards, including the Solid Waste Authority of Central Ohio, the County Hospital Commission of Franklin County, the City of Bexley Board of Zoning and Planning, and the Bexley City School District Board of Education. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients maintaining discretion over implementation.

Fred Carini is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 license with four years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Securities, and The Awesome Life Group. 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 within a non-discretionary advisory program.

Panayiotis Ragias is a financial advisor at Ameriprise with five years of industry experience. He previously worked at The Huntington Investment Company and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as a referee for the Ohio High School Athletic Association. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Bettendorf is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the advancement committee of Cristo Rey Columbus High School, assisting with securing corporate grants and private donations, and is a member of the University of Dayton School of Business Administration Flyer Investments Fund Advisory Council. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Madelynn Banaszak is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Alexander Miranda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones, Bank of America - Merrill Lynch, UBS Financial Services, and has returned to J.P. Morgan Securities since 2021. Outside of advising, he is the owner and partner of FitConnect LLC, a technology venture developing a fitness social media app using AI tools. 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 screening and qualitative research, employing a forward-looking approach to asset allocation and incorporating an ESG eligibility framework.

Alan Smith is a financial advisor with Morgan Stanley in Columbus, OH. He holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to help clients develop personalized plans.

Abigail Starrett is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Stonebridge Wealth Strategies for one year. Outside of her advisory roles, she has experience working with the Columbus Zoo and Aquarium and has been self-employed for several years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a variety of advisory programs and third-party asset managers, focusing on aligning clients’ needs with appropriate investment models and discretionary management options.

Chant'a Lindsey is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has previously worked at JP Morgan Securities LLC, Abercrombie and Fitch, and Amazon. Outside of her advisory work, she is employed part-time as an Uber Eats delivery driver in Reynoldsburg, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tony Pritchett is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at LPL Financial, OneAmerica Securities, and American United Life. Outside of investment advisory, he is involved with ARD Insurance Services as an independent contractor focusing on insurance product sales and client insurance needs. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers a range of account implementation platforms and proprietary model strategies.

Kevin Ashe is a financial advisor with Primerica Advisors in Lewis Center, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. 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. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Gaylord Miller is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and advanced modeling techniques to support its services.

Aleksandar Kocevski is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. 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 advisory program.

Thomas Vorisek is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2023, following 18 years at Fsc Securities Corp and five years at Osaic FA, Inc. Outside of his advisory work, he serves as a member of the Ohio Wildlife Council, a state board involved in approving rules and regulations for wildlife management. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and provides access to discretionary managed accounts, third-party managers, and alternative investments.

Joseph Shih is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities. Prior to his financial services career, he was employed at Ohio State University and Northern Valley Demarest Regional High School. 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, and educational seminars, using firm-approved software to help clients analyze goals and develop written recommendations.

Ronald Riebe Jr. is a financial advisor with Edward Jones in Westerville, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Little Acorn Farm LLC, an agricultural and forestry business in Ray, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of advisors and branch offices.

Nicholas Brosky is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, Merrill, Citigroup Global Markets, and Oppenheimer before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.