Tom Zentz is a financial advisor with Ameriprise in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2007. Outside of his advisory work, Zentz serves as a deacon on the Board of Directors at Maranatha Baptist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

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.

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.

Andrew Wasserstrom is a financial advisor at Edward Jones in Columbus, OH, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 21 years with Advance Sign Group, where he remains a 5% minority owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Gable is a financial advisor with Ameriprise in Dublin, Ohio, holding a Series 66 designation and 16 years of industry experience. He previously spent 14 years at The Huntington Investment Company before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers 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.

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.

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.

Ian Dean is a financial advisor with Wells Fargo Advisors in Dublin, OH. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2026. Prior to his current role, he held various positions across several industries including hospitality and moving services, and spent five years affiliated with Rollins College. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

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.

Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he manages a property management business under RFG Properties, LLC. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management with a focus on a concentrated advisor-to-client relationship within a small client base.

Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory role, he operates insurance sales through his sole proprietorship focused on traditional life, disability, and long-term care insurance. World Choice Securities, Inc. serves individual and high-net-worth clients, providing portfolio management and related advisory services. The firm combines advisory, broker-dealer, and insurance brokerage activities, supporting a small client base with a concentrated advisor-to-client ratio.