Amy Edwards is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 12 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that integrate broad retail and institutional offerings.

Jeff Oakley is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including 11 years at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a dedicated Financial Advisors and Estate Planning Strategies Group.

Scott Scharfenberger is a Series 66-licensed financial advisor with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Kimberly Penzone is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and bringing 26 years of industry experience. She has been with UBS since 2012. Kimberly serves as President of the Dublin Women's Philanthropic Club, a nonprofit that raises funds for local charities and scholarships for women returning to school. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Amanda Maggard is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Morgan Stanley for six years and joined J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to support written asset allocation advice, investment manager searches, and customized performance reporting.

Belinda Sherman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbus, OH. She previously worked at The Huntington Investment Company for 21 years and FIFTH THIRD SECURITIES, Inc. for one year. Sherman serves as a board member and secretary for TIGERS Inc., a nonprofit focused on personalized learning to prepare students for the business world. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through a combination of investment research, third-party data, and algorithmic tools.

Joel Chaney II is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2015, following seven years at Edward Jones. Chaney also operates a wealth management business under the name Weimer & Chaney Wealth Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Kauffman is a financial advisor with Wells Fargo Advisors in New Albany, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Natalee Adams is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wright Patt Credit Union, PNC Bank, Nationwide Financial, and the City of Columbus. Outside of her advisory work, she is involved with TRLT Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and a written Recommendation Report for clients approaching or in retirement.

Fabian Padamadan is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked for over a decade, alongside roles at JPMorgan Chase Bank, N.A. and NHB Holdings LLC. 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 within a non-discretionary advisory framework.

Richard Myers III is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Before joining Morgan Stanley in 2024, he worked for Retirement Plans, Inc. for eleven years. Outside of his advisory role, he is the sole proprietor of The Heron Airbnb in Owenton, Kentucky. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery, firm-approved tools, and various modeling techniques to support client financial plans.

Patrick Giller is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked extensively with Lincoln National Life Insurance Company and its affiliated entities since 1993. In addition to his advisory role, he is an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. Osaic Wealth serves a diverse client base including retail and institutional investors, providing a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Emily Seerden is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. She also has experience working with the Columbus Dance Centre. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Samuel Muller is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, The Prudential Insurance Company of America, and SpaceX. Outside of finance, he is involved with Pack Tactic Games, a business he has been associated with since 2026. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Drew Mussman is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Prudential Insurance Company of America and has involvement in several small business ventures, including multiple pizzerias. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Amy Rash is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has worked with J.P. Morgan Securities for over two decades, with a brief tenure at Morgan Stanley in 2022. Rash also serves as a FINRA arbitrator for ad hoc cases involving disputes between investors and brokerage firms. 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 screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and offering broader derivatives and commodities capabilities.

Patrick Mihm is a financial advisor with Charles Schwab based in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Garica Brown Cremeans is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at several firms including Charles Schwab, Bank of America, Merrill, and New York Life Insurance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on written Recommendation Reports and ongoing retirement planning advice using proprietary research and third-party data.

Doug Bates is a Series 66-credentialed financial advisor with Edward Jones, based in Westerville, OH. He has one year of industry experience, including a 16-year tenure at National Affordable Housing Trust. Outside of his advisory role, he serves as a consultant for Marble Cliff Capital, an affordable housing syndicator, where he reviews budgets and financials and advises on policies and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a nationwide network of over 23,000 financial advisors.

Frank Sberna is a financial advisor with LPL Financial in Columbus, OH, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes roles at KEMBA Financial Credit Union, CUSO Financial Services, LP, and Wright Patt Credit Union. He is also involved with Kemba Wealth Management. 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, and institutional platforms, supported by extensive resources and a large advisor network.