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.

Karin Aey is a financial advisor with Morgan Stanley, holding a Series 66 designation and 31 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent eight years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Yunsheng Zhu is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials. Zhu has been in the industry since 2024, with prior experience at Valeo Financial Advisors LLC and Yong' An Futures. Outside of finance, Zhu had a role with Sunny Poke & Tea in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Wright is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at the Ohio Public Employees Retirement System for eight years. He also serves as an adjunct professor at Ohio University and works as a contractor for Columbus State Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by technology and research, serving clients through both individual and corporate financial planning arrangements.

Girard Henry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014 and spent one year at Lyft from 2023 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Anthony Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007 and has operated Miller Financial since 1993. Miller also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

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 with a Series 66 designation and one year of industry experience. She has held positions at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes work at The Ohio State University and in the restaurant industry. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

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 at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he owns businesses in insurance and benefits consulting as well as other ventures. Cambridge Investment Research Advisors serves a wide range of clients, including individuals across wealth levels, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various custody and platform arrangements.

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.

Bradley Graham is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and 29 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as an advisory member of the Grace Polaris Church Gift Annuity Committee, assisting with investment terminology. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools. The firm offers tailored recommendations delivered through discrete planning engagements, alongside integrated financial products and services.

Charles Gibson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 licenses and 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Shane Eversole is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

James Bardash is a financial advisor with Equitable Advisors in Powell, Ohio, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC and Signator Investors, Inc. He is also a licensed attorney with limited use of a notary public license and participates in life settlement transactions through an approved broker. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers, emphasizing fiduciary services and offering both proprietary and third-party investment solutions.

Maxwell Prentis is a financial advisor with Ameriprise who holds a Series 66 credential and has five years of industry experience. His prior roles include positions at Merrill and Merrill Lynch. Outside of finance, he has been involved in real estate ownership unrelated to his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, third-party data, and algorithmic tools to provide tailored recommendations.

Troy Gerschutz is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously was involved with Ark Real Estate Group and Arc Properties. Outside of his advisory role, he co-owns several real estate properties with his wife. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Stacy Mc Van is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2024, Stacy worked for Edward Jones for 10 years. Outside of advising, Stacy is the owner of CJ Transit, a business involving a single bus held in an LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm emphasizes tailored, non-discretionary financial planning and consulting, supported by diverse portfolio management options and municipal advisory services.