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 financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His prior work includes roles at Securities America and Securities Service Network, in addition to operating Abbott Financial Services since 2009. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting supported by proprietary and third-party research.

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 11 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Advisor Networks and AmSpirit Business Connection. He has owned and managed Reed Family Irrevocable Rust since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and a variety of investment management options.

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.

Alison Lehman is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 10 years of industry experience. She has previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Andrew Little is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education roles at various local schools and universities from 2010 to 2020 and briefly at Menards Inc. in 2018. 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 strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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 holding a Series 66 license and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He also operated Harmeyers Market for ten years. LPL Enterprise, LLC 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

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 in Columbus, OH, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Edward Jones, Merrill, and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, 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.

Franklin Giovannelli is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 designation. Based in New Albany, OH, he operates within one of the largest networks of financial advisors in the country. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Luis Bautista is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes roles at PPG, Papa John's, and operating an e-commerce store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Ryan Hedrick is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with 7 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop financial plans.

Alexander Wasnesky is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, he held positions at firms including Fidelity Investments and Wesbanco Bank Inc. He has also been involved in entrepreneurial activities such as operating Fitness Gurus LLC from 2019 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.