Kathy Willcox is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Willcox serves as president and is a board member of the Columbus Female Benevolent Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Chad Disbennett is a CFP® with 17 years of industry experience, currently serving with Cambridge Investment Research Advisors. His career includes roles at Royal Alliance and operating Disbennett Wealth Management Group since 2008. Outside of advising, he is an independent insurance agent and a speaker through his own company, Chad Disbennett International, and he coaches track at Logan Elm High School. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and operates multiple investment platforms and proprietary model strategies.

Charles Hanna III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Commonwealth Financial Network and Retirement Wealth Strategies, LLC. Outside of his advisory work, he is also an independent insurance agent for various companies through Retirement Wealth Strategies. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform solutions and proprietary model strategies, operating through thousands of financial professionals managing a multi-billion dollar asset base.

Fredricka Agyekum is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Merrill Lynch/Bank of America and has a diverse background including roles in health education and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broad range of investment strategies.

Robert Matina is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley, he worked in academic roles at Ohio State University and Boston College, primarily within history departments and student support services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support its advisory services, which include estate planning and corporate financial planning agreements.

Monica Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Ultimus Fund Solutions, Exel, and DHL Supply Chain. 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 and fund searches, and customized performance reporting, with a non-discretionary approach supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Young is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked with Primerica Financial Services since 2004 and is also affiliated with Rock City Church. Outside of his advisory role, he engages in part-time activities related to home security, automation product referrals, and mortgage loan sales through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of investment models, including recent additions involving cryptocurrency ETFs.

Jeffrey Witmer is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 license and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities from 2001 to 2017. Witmer also operates as an independent insurance agent specializing in dental, group disability income, life, accident, health, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using detailed client data and firm-approved tools to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Luke Costello is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he serves as an advisor and consultant for Waypoint Benefit Solutions, LLC, focusing on consulting and insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Joseph Berger is a financial advisor with Edward Jones in Hilliard, OH, holding a Series 63 license and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, Berger is co-owner of Flora and Field LLC, a flower farming and events business in Mt Sterling, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Dwayne Wells is a financial advisor with Primerica Advisors in Worthington, OH, holding six years of industry experience. He has previously worked at PFS Investments Inc. and Primerica Financial Services, and concurrently maintains a role with Honda. Wells is also the owner of Created2Elevate, a business based in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

Gregory Brun is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at Wells Fargo Advisors, Fifth Third Private Bank, and PNC Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ross Spaulding is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Tailored Management, UPS, People Helping People Agency, The Ohio State University, and Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment research.

Dennis Willeck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of investment advisory, he is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides services through a large network of advisors and offices.

Daniel Sarratt is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Olin Johanssen is a financial advisor with LPL Financial in Dublin, Ohio, holding the ChFC® designation along with Series 63 and 65 licenses. He has 50 years of industry experience, including previous roles at VOYA Financial Advisors, World Choice Securities, and Ohio National Financial Services. In addition to his advisory work, Johanssen is involved in selling life, health, disability, and long-term care insurance through Johanssen Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies.

Clark May is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory role, Clark is a business owner involved with entities including CentricHC and AccelWELL since 2012. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Preston Rowe is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial services, he has worked at The Cheesecake Factory for eight years. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven portfolios developed by internal research and third-party strategists, offering financial planning, access to asset managers, and insurance products through affiliated entities.

Peter Mc Carthy is a CFP® with 34 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services and previously held roles at PNC Bank, PNC Capital Markets, and Scottrade. Mc Carthy also works as an associate for Ballou Family Office in Columbus, OH, performing similar duties as his Raymond James role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored non-discretionary planning and risk profiling tools to help clients implement appropriate investment strategies.

Jonathan Berniger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He serves on the advisory council of OSU LiFEsports, a nonprofit focused on preparing youth for life and leadership through sport. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning through annual collaborative engagements using firm-approved analytical tools, with implementation of recommendations conducted through separate brokerage or insurance arrangements.