Thomas Kovach is a CFP® professional with 25 years of industry experience. He has been with LPL Financial since 2021, having previously worked for Waddell & Reed, Inc. and various insurance carriers for 20 years. He also acts in a fiduciary capacity for a family irrevocable trust. 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, third-party asset management, and institutional platforms.

Dexter Roettker is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes a security role at Ugly Tuna Saloona. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Eric Wrightsel is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Morgan Miller is a financial advisor at Robert W. Baird & Co. in Columbus, OH, holding a Series 66 license with three years of experience at Baird and eight years in real estate prior to that. The DDK Group, part of Baird’s Private Wealth Management, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a range of strategies including separately managed accounts and overlay management, supported by internal research and ongoing manager oversight.

Mark Young is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior work includes positions at Merrill and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Ronald Mohr Jr. is a financial advisor with LPL Financial based in Columbus, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2008 and previously at Fifth Third Securities, Inc. from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Glen Holmes is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked previously at Fsc Securities Corp, H.Beck, Inc., and Ameriprise, among other firms. In addition to his advisory role, he serves as president of Holmes Management LLC, an insurance agency that provides insurance consulting services. He also owns a 50% interest in a houseboat listed on Airbnb and VRBO, with a management company handling its operations. OSAIC serves a broad client base including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and third-party managers, with a notable scale and complex affiliate network.

Steven Wright is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Boenning & Scattergood, Sweeney Cartwright & Co, Echo Advisors, LLC, and Corecap Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers diverse advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Joseph Duran is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and five years of industry experience. His background includes roles at Edda Coffee Roasters, FedEx Ground, Dynamic Sports Nutrition, and Verdia. Outside of advising, he has involvement in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Thomas Robertson is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of investment and advisory solutions.

Breann Lunn is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Merrill and Morgan Stanley Smith Barney LLC, among other firms. In addition to her advisory role, she is employed in customer service with American Airlines. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a range of advisory programs and planning tools.

Daniel Miller is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including AFlac and WealthWave. Miller is also involved with Bella Vita Network and owns D. P. Miller and Co LLC. 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 financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Scott Ervin is a financial advisor at Ameriprise in Columbus, OH, holding the CFP® and ChFC® designations with 31 years of industry experience. His prior roles include positions at The Huntington Investment Company, Valmark Financial Group, and Nationwide Investment Services Corporation. 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 focusing on dependable income sources and tax-aware withdrawal strategies.

Steven Miller is a financial advisor with Primerica Advisors in Harrod, Ohio, holding a Series 63 license and 21 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns investment-related and recreational properties. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Elena Duffner is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previous experience at PNC Bank and Keller Williams Realty. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kristy Burcham is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 63 designation and 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she has operated as an independent contractor driver for rideshare services Lyft and Uber during non-business hours. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Tedra Pine is a financial advisor with Robert Baird & Co. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Eagle Strategies (NY Life), Ferris Financial, LLC, and NYLife Securities LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering both traditional and complex investment strategies.

Mickey Zwayer is a financial advisor with LPL Financial in Columbus, OH, holding the Series 63 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he serves as a trustee of the Daniel J. Zwayer Brain Cancer Research Fund and works part-time as a Lyft driver. 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 supported by a large network of investment adviser representatives and utilizes both proprietary and third-party investment strategies.

William Newland Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019, following seven years at J.P. Morgan Securities. Outside of his advisory work, he is involved with Newland Club Lambs, an enterprise he has been associated with since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Callie Jacobs is a financial advisor at Ameriprise in Columbus, Ohio, with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at The Huntington Investment Company, Key Investment Services LLC, and PNC Wealth Management. Outside of her advisory role, she is involved in clothing resale through Poshmark and Mercari and owns a landscaping business called New Leaf Landscaping. 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 clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.