Donald Nye III is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dana Hinderliter is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She previously worked at Morgan Stanley for nine years and Merrill Lynch/Bank of America for ten years. Outside of her advisory role, she assists with catering at a family-owned deli during the holidays and works as an independent skin care consultant. 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. The firm's advisory process incorporates centralized due diligence and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Daniel Renz is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked at firms including Merrill, UBS Financial Services, and North Star Wealth Advisors. He also serves as Director of Heartland Planning and Associates, a division of German American Bank. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies and advisor-support tools.

John Bedros is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and a total of five years in the industry. His prior experience includes a role at Wings Financial Credit Union from 2016 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Mark Arbogast is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, following a year at Morgan Stanley. 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. The firm’s advisory process is supported by centralized due diligence and incorporates ESG criteria within its model asset allocations.

Charles Sampson is a financial advisor at Charles Schwab in Columbus, OH, holding Series 63 and Series 66 credentials with 34 years of industry experience. His career includes ten years at Scottrade, Inc., and brief tenures at Huntington Investment Company and The Huntington National Bank before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage operations.

Stacey Maham is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2014. Maham serves as Treasurer and board member of the Columbus Medical Research Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jody Scheiman is a financial advisor at Stifel with 43 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2005. Scheiman serves as a board member of the Center for Healthy Families, working with pregnant and parenting teens in minority neighborhoods in Columbus, Ohio. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing frameworks for client decision-making.

Yunsheng Zhu is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses. Zhu's industry experience began in 2026, and prior roles include positions at Valeo Financial Advisors LLC and Yong' An Futures, as well as involvement with Sunny Poke & Tea. Zhu completed studies at Indiana University Bloomington from 2022 to 2026. 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, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Brian Wright is a financial advisor at Morgan Stanley in Columbus, OH, with eight years of industry experience. He holds a Series 66 designation and previously worked for the Ohio Public Employees Retirement System for eight years. Outside of his advisory role, Wright serves as an adjunct professor at Ohio University and is involved with the City of Gahanna Civil Service Commission as well as Columbus State Community College in educational roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

Girard Henry is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, and a one-year position at Lyft from 2023 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Anthony Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007 and also operates Miller Financial, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals and multiple platforms.

Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

Hannah Nordin is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with one year of industry experience. She holds a Series 66 credential and has prior experience at JPMorgan Chase Bank, N.A., as well as work related to The Ohio State University’s Fisher College of Business. Outside of finance, she has worked in the restaurant and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through advisory programs focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

John Natale is a financial advisor at Ameriprise with 12 years of industry experience. He has held roles at JPMorgan Investment Management and Diamond Hill prior to joining Ameriprise in 2020. Natale is a co-owner of Cortile, LLC, which manages Ameriprise business activities. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Alexander Whitney is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles at The Ohio State University, Towne Construction Services, and Beechmont Investments Inc. Outside of advising, he operates freelance video editing and online selling businesses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christian Laver is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 63 designation and has 43 years of industry experience, including 37 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is involved in insurance and benefits services and owns several small businesses. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

Bethany Telander is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 credential and 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Services Group Inc. Outside of her advisory role, she is involved in direct marketing sales with Plexus Worldwide. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process using proprietary tools and serves clients through both individual and corporate financial planning agreements.

Charles Gibson is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials with 24 years of industry experience. He has worked at several firms including Chase Investment Services Corp., U.S. Bancorp Investments, National Planning Corporation, and Banc One Securities Corporation prior to joining J.P. Morgan Securities in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

Shane Eversole is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent seven years with Chase Investment Services Corp. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.