Joseph Johnson is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he has ownership interests in a nutrition company and serves as president of a real estate LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Sydney Fling is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with under one year of industry experience. Prior to joining Morgan Stanley, Fling worked at Beer Barrel and has experience connected to Miami University and community center involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Alexander Fox is a Series 66-credentialed financial advisor at Morgan Stanley in Columbus, Ohio, with 10 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based modeling in its financial planning process.

Alexis Pennypacker is a Series 66 licensed financial advisor with Edward Jones, based in Westerville, OH, with six years of industry experience. Prior to joining Edward Jones in 2020, Alexis worked at Quicken Loans and held various roles at Ohio University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Brian Hennessy is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones, Prudential Insurance Company of America, and GE Healthcare. He is also involved with IGG Wealth Advisors, LLC as a financial advisor and planner. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Edward Lowry Jr. is a financial advisor at Edward Jones with one year of industry experience and a Series 66 designation. Prior to joining Edward Jones, he was involved in various entrepreneurial ventures, including owning Magic Mobile LLC, a mobile phone repair and resale business, and Scratch Terminator LLC, which provides mobile car detailing services. He has also worked as a repair technician at Screenshot Repair. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Fred Abbott III is a CFP®-designated financial advisor with 34 years of industry experience, currently associated with LPL Financial since 2020. His prior roles include positions at Securities America Advisors, Ameritas Investment Company, and Carillon Investments, among others. He also operates Abbott Financial Services, LLC. 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 advisory and brokerage services with a variety of investment programs, combining large scale operations with diverse financial activities.

Christopher Boyd is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 license and bringing 22 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Boyd serves as a board member for the BGCCO Milo-Grogan Holding Company and the BGCCO Milo-Grogan PC Company, charitable organizations supporting youth development programs affiliated with the Boys and Girls Clubs of Central Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning and manages approximately $2.74 trillion in client assets.

Matthew Hewitt is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Nationwide Fund Distributors and JPMorgan Chase Bank, N.A. prior to his current roles. Based in Columbus, OH, he has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Aaron Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks, AmSpirit Business Connection, and Questar Capital Corporation. Reed is also involved with the Reed Family Irrevocable Trust and operates Retirement Blueprints, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steve Stofflet is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brian Caudill is a financial advisor with Charles Schwab, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab since 2008 and was with Charles Schwab Bank, SSB from 2012 to 2026. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Karen Mayet Velasco is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2021. Prior to that, she worked briefly at Broadway Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and advanced modeling techniques.

William Harmeyer is a financial advisor with LPL Enterprise in Columbus, Ohio, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Northwestern Mutual. He also operated Harmeyers Market for ten years. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and various insurance and trust services.

Geoffrey Strohn is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including roles at JP Morgan Chase Bank and Chase Investment Services Corp. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Shawn Whitt is a financial advisor with Edward Jones in Pataskala, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Whitt is involved as an independent sales contractor for Off the Sidelines, LLC, an advertising sales business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and services supported by a large network of financial advisors and branch offices nationwide.

Gabriela Vizuet is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at Edward Jones, Merrill, Bank of America, and Guardian Industries Corp. 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 investment recommendations.

Kourtney Akers is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has held positions at JPMorgan Chase Bank and other companies. Outside of her advisory role, she has worked as a delivery contractor for Amazon Flex and Instacart. 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 when recommending investment strategies.

Ann Messana is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley since 2016. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm‑approved tools and modeling techniques.

Neil Lin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Lin manages real estate through his businesses Lin Enterprise LLC and Lin Hathaway LLC. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.