Nathanial Ott is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 9 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and strategies to support client goals.

Allen Meyer is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 63 credential and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of finance, he is an operating partner and treasurer for a restaurant business in Athens, Ohio, where he has taken on increased management responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Grant Mooi is a Senior Financial Advisor with Merrill Lynch Wealth Management, currently serving clients through the King Engle Group in Dayton, Ohio. He has been with Merrill Lynch since 2006, initially working in Florida where he developed expertise in insurance strategies related to retirement income and wealth transfer. In 2014, he transitioned to Columbus, Ohio as a Retirement Specialist, focusing on longevity, retirement planning, education funding, and Social Security strategies. Grant holds FINRA Series 7, 6, 63, and 65 registrations and is licensed by the State of Ohio for life insurance. He is also a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from La Salle College and an Associate's Degree from Palm Beach Community College. Grant’s approach to financial advising centers on understanding clients’ personal goals and simplifying their financial lives, with client focus areas that include college education planning, divorce transition planning, executive compensation, legacy planning, LGBT wealth planning, and managing new wealth. In addition to his professional work, Grant serves on the board of Easterseals Central and Southeast Ohio, supporting the organization’s mission related to disabilities. Outside of work, he is actively involved in coaching youth soccer and spending time with his wife Bre and their three children.

Shivjinder Dhillon is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Cambridge Investment Research Advisors, and Mayfield Wealth Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Nathan Pugh is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Waddell & Reed, Inc. and AM Spirit, and he served as a member of the Rotary Club of Union County for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, providing access to various investment strategies and institutional platforms.

Janet Gabel is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, primarily for clients with assets managed within Ameriprise.

Michelle Voyer is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, she held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory work, she is a self-published poetry author operating under the name Cr1ms0n Nyt3. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques.

Steven Harrell is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wright-Patt Credit Union and CUSO Financial Services. Harrell is also involved with WPCU Retirement Solutions, a retirement planning business related to his LPL activity. 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, and institutional platforms, supported by a network of investment adviser representatives.

Alec Vernon is a financial advisor with Ameriprise in Gahanna, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at The Huntington National Bank, Huntington Investment Company, W&S Brokerage Services, Western & Southern Life, and National Agents Alliance. Outside of his advisory work, he is a partner in Vernon Capital LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies for retirees.

Scott North is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following roles in logistics, construction, and accounting firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, incorporating proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and use of systematic methodologies in building model portfolios.

Aaron Gonzalez is a financial advisor with Ameriprise in Canal Winchester, Ohio. He holds a Series 66 designation and has been with Ameriprise since 2021. Prior to his advisory role, he worked at Verizon from 2017 to 2021 and was a student from 2005 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Tiffany Watt is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, she worked for over a decade at ESC/Big Walnut Schools. She is based in Columbus, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support financial outcomes.

Jered Seibert is a Financial Consultant at the Columbus Investor Center, where he assists the Central Ohio community in building and implementing holistic, goal-based, customized financial plans aimed at providing peace of mind through financial security. He has been with Fidelity Investments since 2022, holding various roles including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity Investments, Jered held several regional leadership roles in the financial services industry. These positions include Regional Vice President at Transamerica Capital, Inc., New York Life Distributors, LLC., and Summit Alliance Securities, LLC., as well as Regional Marketing Director at Hartford Life, LLC. His extensive experience spans over a decade in financial consulting and leadership. Outside of his professional career, Jered has interests in fitness, lake activities, music, pets, traveling, and yoga.

Jeffrey Danziger is a CFP® with 17 years of experience in financial advising, currently with Edward Jones in Columbus, OH. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Anthony Mabry is a financial advisor with Stifel in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, NA. Outside of his advisory role, he is a partner and owner at Siller Sonas Partners LLC and is involved in selling timber from personally owned property. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Daniel Cochran is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and broad investment capabilities.

Jacob Mc Ginnis is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at M/I Financial and Cardinal Health. Outside of his advisory role, he serves as a soccer referee for youth leagues including the Gahanna Soccer Association and Ohio Champions League. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rejoice Bonnie is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase Bank from 2010 to 2019. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.

Rachael Holm is a CFP® with 13 years of industry experience, currently advising at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of her advisory role, she is involved in managing LLCs related to business operations and tax purposes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

William Heffner is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Midway Venture Partners LLC, Hillsdale College, and Kj Management Group, LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.