John Kurgan is a financial advisor with Ameriprise, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he manages office expenses through a separate business entity, JEJB, Inc. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering tailored recommendations that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm utilizes a centralized consulting team and combines research with modeling and algorithmic tools to support its advisory process.

Scott Mann serves as Resident Director at Merrill Lynch Wealth Management. Since joining Merrill in 2000, he has worked closely with individuals and businesses to define and pursue their financial goals across every phase of their financial life cycle. His approach emphasizes the development of comprehensive wealth management strategies underpinned by in-depth financial advice and a foundation of trust. Mann’s expertise includes retirement planning, trust and estate planning in collaboration with tax accountants and attorneys, business transition planning, and individual wealth preservation and insurance strategies. He focuses on client needs such as college education planning, portfolio management, tax minimization, and retirement income. Mann holds a Bachelor of Science degree in Accountancy and Finance from Miami University and an MBA from The Ohio State University. He also holds the Personal Investment Advisor (PIA) designation. Residing in New Albany, Ohio, with his wife Kristen and two daughters, Mann pursues outdoor interests including golf, hiking, and running.

Matthew Zakelj is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with seven years of industry experience. He has worked with Morgan Stanley since 2018 and previously was affiliated with The Ohio State University from 2014 to 2018. 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, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and methodologies to assist clients in developing personalized plans.

David March is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. His prior work includes roles at Nationwide Securities LLC and J.P. Morgan Chase & Co. He holds Series 63 and Series 66 designations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Mariah Gibbs is a financial advisor at Edward Jones in Granville, Ohio, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Edward Jones, she worked for Granville Exempted Schools for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brenda Millhouse Huebner is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Columbus, Ohio. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for eight years. Outside of her advisory role, she is an artist who sells watercolor paintings through her business, Art by BKM. J.P. Morgan Securities LLC 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.

Riley Whitfield 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 been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to joining the firm, he worked at Columbus Special Improvement District and Knotty Pine Brewing Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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 strategies.

William Collis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Ambassador Wealth Management, and Hamilton Capital. His background also includes roles at the United States Senate and legal experience with Roetzel & Andress LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Brian Edwards is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the managing partner of BJE Investments LLC and the managing member of WHEM LLC, a non-investment-related holding company. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Alex Shields is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Ascend Advisory Group LLC, Wells Fargo Advisors, Nationwide Investment Services Corporation, and held roles at JPMorgan Chase Bank, N.A. outside of his advisory work. 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.

Jarrod Brinkman is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and New England Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Matthew Glover is a financial advisor at Edward Jones in Pataskala, OH, holding a Series 66 designation. He has experience with several financial institutions, including JP Morgan Chase, PNC Financial Services, Stearns Bank, and a brief period of self-employment prior to joining Edward Jones. 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 solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jason Moreo is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, as well as earlier experience outside the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized investment advice on a non-discretionary basis, with a focus on approved funds and strategies.

John Doyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he is involved with National United Brokers, where he works directly with health insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and strategies.

Gregory Brooks is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Professional Broker-Dealer Financial Planning, Inc. from 2016 to 2020. Brooks has also been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 an ESG eligibility framework in its investment recommendations.

Ryan Belcher is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at JPMorgan Securities, LLC, and JPMorgan Chase & Co. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of 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 a structured planning process using firm-approved tools and modeling techniques.

Cuong Le Huynh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he works part-time as a nail technician at French Nails salon. 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.

William Garner is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameriprise since 2016, currently based in Westerville, Ohio. Outside of his advisory role, he serves as Committee Chair for a local Cub Scouts pack. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Melissa Snyder is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs using structured discovery processes and advanced modeling tools.

Chandra Pifer is a financial advisor at OSAIC with a Series 65 credential and two years of industry experience. Prior to joining OSAIC, Chandra worked at Kestra Advisory Services, LLC, Russell and Company, and Magee Leadership Solutions. Outside of finance, Chandra has experience with Homemaking and automotive work at Fremont Ford. OSAIC serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.