Edward Kindler III is a financial advisor with LPL Financial based in Upper Arlington, OH, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at PNC Wealth Management and Cambridge Investment Research. Outside of his advisory work, he is involved with Retirement Plan Advisors LLC and also maintains activities related to insurance and benefits. 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, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Laura Linkinhoker is a financial advisor at Morgan Stanley in Columbus, OH, with 11 years of industry experience. She holds a Series 66 designation and worked at UBS Financial Services for six years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client decision-making.

Paula Carmichael is a financial advisor with Primerica Advisors in Dublin, OH, holding 10 years of industry experience. She has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to her advisory roles, she is involved in real estate sales with The Devore Group Inc. in Ohio. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process to oversee portfolio management.

Derek Farnlacher is a Series 66-licensed financial advisor with eight years of industry experience, currently with UBS Financial Services. His prior roles include positions at JPMorgan Securities, Morgan Stanley, and Fairway Independent Mortgage Corporation. Outside of finance, he has experience with Vista Community Church and Muirfield Village Golf Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Irene Molnar is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2008 to 2020 before joining Morgan Stanley Smith Barney 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 range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model potential outcomes.

Matthew Lee is a financial advisor with LPL Financial in Columbus, Ohio, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior work includes roles at Kemba Financial Credit Union, Cuso Financial Services, Wells Fargo Advisors, and Ascend Advisory Group. 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 portfolios, third-party asset management access, and institutional platforms.

Kyle Roberts is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2001 and also works with Primevision Financial Group since 2018. In addition to investment advisory activities, he is involved in the sale of loan products and referral of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a third-party due-diligence consultant and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap-fee structure and maintaining control over model management.

Zachary Sieverts is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Miami University and Atwood Lake Boats. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Stephanie Mccurdy is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 designations and 42 years of industry experience. She has been with UBS since 2007 and worked previously at KeyBanc Capital Markets Inc. for one year. Outside of her advisory role, she serves as Treasurer and a board member of the Resurrecting Lives Foundation, which focuses on military awareness for traumatic brain injury. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ashley Hill is a financial advisor at Morgan Stanley with 13 years of industry experience. She has held roles at Morgan Stanley and its Private Bank since 2019 and previously worked at NISC from 2013 to 2017. Hill holds Series 63 and Series 66 licenses. 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 manages approximately $2.74 trillion in client assets.

Christopher Rhorer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed at NYLIFE Securities LLC and New York Life Insurance Company from 2017 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations.

Lee Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and First Commonwealth Bank. He also worked at Muirfield Village Golf Club and Vineyard Vines earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, and it manages approximately $2.74 trillion in client assets.

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.