Austin Bollinger is a financial advisor at Morgan Stanley in Dublin, OH, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger also worked at Wedgewood Golf and Country Club for four years prior to his financial services career. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools without individual security recommendations in standalone plans.

Michelle Steinhaus is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2011. Outside of her advisory role, she is a notary public and an ordained minister who has officiated at least one wedding. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for its clients.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 employs a structured planning process supported by proprietary tools and market-based models.

Nicholas Miller is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He previously worked at Morgan Stanley for seven years and has experience with MassMutual Life Insurance Company. Outside of finance, he was involved in Grand Prix Karting for five years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved software and a range of specialized programs.

Rachel Monfort is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and bringing 25 years of industry experience. She previously worked at Huntington Investment Company and Huntington National Bank from 2000 to 2021 before joining Morgan Stanley in 2021. Outside of her advisory role, she serves on the Finance Committee of Flying Horse Farms, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

John Mcallister is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved in managing a family timber farm through Merker Family LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Cortland Haynes is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to his current role, he has worked at Amazon and PNC, among other employers. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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.

Mark Randall is a financial advisor with Ameriprise in Plain City, Ohio, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in business ownership activities outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Knight is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2015. Prior to this, he worked at ZEIDERS Enterprises for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative screening and qualitative research to develop customized asset allocation advice while maintaining client decision-making authority.

George Jackson is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 credential and bringing 26 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He serves on the board of the National Football Foundation, where he participates in board meetings and helps organize an annual banquet and fundraiser. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations, generally advising on investment categories and strategies without direct investment discretion.

Dennis Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera, Avantax Investment Services, and Chase Investment Services Corp. He has worked in various capacities across several firms throughout his career. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Matthew Besier is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at e-Cycle LLC from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

John Cook is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 63 designation and 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kyle Burns is a financial advisor with Raymond James Financial in Columbus, Ohio, holding a Series 66 credential and two years of industry experience. His background includes roles at the Internal Revenue Service and the Chicago Police Department. He is also associated with Logan and Reed Wealth Partners as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment guidance using analytical tools and supports municipal and public finance work through unique affiliations.

Crystal Cecala is a Series 66-licensed financial advisor with Morgan Stanley in Dublin, Ohio, bringing 10 years of industry experience. She previously worked at Merrill from 2014 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. 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 supported by proprietary tools and methodologies.

Chaffon Rankin is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the CFP® and ChFC® designations, along with the Series 66 license. Prior to her current role, she spent ten years at The Huntington Investment Company. Rankin serves on the boards of several nonprofit organizations focused on children’s health and welfare, including Community for New Direction, The Buckeye Ranch, and St. Stephens Community House. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, offering customized financial planning supported by firm-approved tools and investment insights from its Global Investment Committee.

Devin Erickson is a Certified Financial Planner (CFP®) with twelve years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked since 2016. His prior work includes a role at Bellhop and involvement with the Morton-Barber Learning Center and GO Kickball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.