Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and E*TRADE Securities. His background also includes roles at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. 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.

John Darrah is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding Series 63 and Series 66 designations and over a decade of experience in the financial industry. His work history includes roles at Uber and Ridgewood Plans, LLC, alongside his ongoing tenure at P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities, operating with a non-discretionary program where clients retain final decision-making authority.

Charles Dankworth is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Tamara Colvin is a CFP®-designated financial advisor with 34 years of industry experience, currently with Raymond James Financial Services Advisors Inc. She previously spent 12 years at Commonwealth Financial Network. Colvin is also president of two support companies, FlahertyColvin and The Flaherty Consulting Group, where she manages business operations and works with clients on financial planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Kevin Cox is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as secretary and board member of Local Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Windley is a Series 66-licensed financial advisor with Edward Jones in Columbus, OH, with one year of industry experience. Prior to joining Edward Jones, he worked at Target Corporation and Arrive Logistics and was self-employed providing ride-share services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Michael Beers is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a partner in BoomFlop Outfitters LLC, a hunting-inspired clothing line based in New Albany, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Gary Beckman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Beckman also serves as a trustee in an investment-related capacity in Bexley, Ohio. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Christian Borne is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, E*TRADE Securities, and Park Hudson International, as well as experience in legal and court-related fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of advisory programs and investment services.

Joseph Kalinoski is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a junior varsity high school golf coach for Granville Exempted Village Schools. J.P. Morgan Securities LLC provides institutional consulting services, including asset allocation advice and investment manager searches, to corporations, foundations, and defined contribution plan sponsors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stewart Flaherty is a financial advisor with Raymond James Financial Services Advisors, Inc. in Westerville, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 53 years of industry experience, including 12 years at Commonwealth Financial Network prior to joining Raymond James in 2025. Outside of his advisory role, Flaherty is an author of two books on financial planning and serves as CEO of FlahertyColvin and The Flaherty Consulting Group, where he manages client financial plans and investment research. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to tailor recommendations, while maintaining client decision authority.

Ryan Bucholtz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase and its affiliates since 2016. Prior to his financial services career, he worked for Lyft and Uber from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Mallori Westhoff is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at Nationwide Securities LLC and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and analysis.

Mark Poulin is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory work, Poulin is a part owner of a winery and provides consulting on practice management, leadership, and team development to financial advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Jeremiah Watene is a financial advisor at J.P. Morgan Securities in Columbus, OH, with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities, he worked at New York Life and American Income Life and has experience in multiple industries, including operating a small business called Jeremiah Paint & Pressure Wash. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joseph Mathias is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, with 17 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Advisors LLC for seven years. Mathias is also the owner of MKM Custom Builders LLC, a real estate development business that is currently inactive. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Amanda Gallagher is a financial advisor at Morgan Stanley in Columbus, OH, with 23 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. 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 firm-approved tools and modeling techniques.

Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance as well as health insurance through affiliated agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Mohamad Mizyan is a Series 66-registered financial advisor with Morgan Stanley in Columbus, Ohio, bringing seven years of industry experience. He previously worked at JPMorgan Securities LLC for six years and at Fifth Third Bank for one year. Outside of his advisory role, he is involved in entrepreneurial ventures including a cleaning service business and a partner in an electric vehicle charging solutions company. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Troy Rosko is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also operates ROSKO LLC, a business entity used for tax and administrative purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.