Jamie Vanderwarker is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, Jamie worked at Old National Bank, LPL Financial, and First Midwest Financial Network. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Kimberly Cristofoli is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and operated Cristofoli & Company LLC. In addition to her advisory work, she writes freelance sports-parenting articles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans.

Eugene Zappitelli III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he serves as the elected Fiscal Officer for Plain Township, Ohio, a role he has held since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Theodore Wharton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. Prior to this, he held positions at Marcs and Ohio University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

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.

Jessica Simpson is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, Simpson serves as president of the Trails End Homeowners Association board of directors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-efficient withdrawal strategies.

Anthony Campagni is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2024. He previously worked at Strata Financial Group and Royal Alliance Associates, each for over 25 years, and Harrington Asset Management for 30 years. Campagni maintains an ongoing role with Strata Financial Group, a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Nathaniel Knowlton is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Key Bank and MML Investors Services. Outside of advising, he is involved in banking and manages a real estate business focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team alongside its broad advisory and insurance offerings.

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.