Jeff Gilbert is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and over 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jacob Hauptner is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 license with five years of industry experience. His prior roles include positions at Pruco Securities LLC, William Vaughan Company, and Wentz Financial Group. Outside of his advisory work, he is a co-owner of Party Haupper, an equipment rental business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, and offers a broad range of investment and financial planning solutions.

Michael Roderick is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also a founder and board member of Embrace the First Step, a nonprofit organization based in New Albany, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that supports both advisory programs and financial product sales.

Nicholas Rupert is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at KEMBA Financial Credit Union, CUSO Financial Services, U.S. Bank, Lendkey Technologies, and Miami University. He is involved with Kemba Wealth Management, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Christopher Cennamo is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves 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 combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

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 with four years of industry experience and a Series 66 designation. His prior work includes roles at Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in its investment recommendations.

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 with Ameriprise in Westerville, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses a combination of research, modeling, and tax-efficiency analysis to support its advisory process.

Alexander Miranda is a Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where he has worked for a total of three years. His prior experience includes roles at Edward Jones, Bank of America - Merrill Lynch, and UBS Financial Services. Outside of his advisory work, he is the owner and developer of FitConnect LLC, a fitness and social media app that uses AI to connect gym partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 with Equitable Advisors in Worthington, OH, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Equitable Advisors, she worked at Stonebridge Wealth Strategies and has experience in education and nonprofit sectors, including roles at Ohio State University’s Fisher College of Business and the Columbus Zoo and Aquarium. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Chant'a Lindsey is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at JP Morgan Securities LLC, Nationwide Financial, Amazon, and Abercrombie and Fitch. Outside of advising, she works as an Uber Eats delivery driver in Reynoldsburg, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

Tony Pritchett is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Oneamerica Securities and LPL Financial. In addition to advisory work, he is involved with ARD Insurance Services as an independent contractor focusing on insurance product sales and client insurance planning. Cambridge Investment Research Advisors serves a diverse clientele including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

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 with J.P. Morgan Securities in Worthington, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2015, as well as a position at Franklin University from 2014 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.