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 two years of industry experience. She holds a Series 65 designation and has previously worked at Kestra Advisory Services, LLC, Russell and Company, Magee Leadership Solutions, and In The Black Financial Wellness / The Rainmakers Collective. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Anthony Spring is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes significant tenures at Questar Asset Management and Securities America Advisors. Outside of advisory roles, he also serves as a notary public. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of financial planning, investment advisory, and brokerage services. The firm employs asset-allocation tools and third-party platforms to create tailored portfolios that incorporate various investment products and management styles.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Cross Thread Solutions LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Heather Powell is a Series 66 credentialed financial advisor with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously employed at TrueCore Federal Credit Union from 2012 to 2017. Powell is based in Columbus, Ohio. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Meyer Diamond is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation. Outside of finance, he has experience working in the restaurant industry, including at Yogi's Bar & Grill. 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.

Steven Rockwell is a financial advisor with LPL Financial in Westerville, OH, holding ChFC® and Series 66 designations and has 22 years of industry experience. His prior work includes roles at Edward Jones, The Huntington Investment Company, PRUCO Securities, Chase Investment Services, and Banc One Securities. Outside of his advisory role, he serves as CEO of a non-variable insurance business. 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 financial planning and investment services, including access to model portfolios, third-party managers, and institutional platforms.

Matthew Moore is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Travis Fling is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 credential and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously spent nine years at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory board of a biotechnology firm and is also active as a musician. 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 that utilizes structured discovery processes and advanced modeling tools.

Irene Bryant is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley for twelve years before joining J.P. Morgan, and she owns a custom crystal business, ICCustoms, LLC. 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.

Major Belli is a financial advisor at Robert W. Baird and Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at SS&C Technologies, Flock AI Solutions, Deloitte, and Amazon. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, internal research including AI tools, and features municipal advisory services and various strategic partnerships.

Kelsey Foster is a financial advisor at Morgan Stanley in Columbus, OH, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Sinclair Community College. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and analytical tools to develop client plans.

Brigitte Kirchhofer is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is a partner at Kirchhofer Industries LLC, a company involved in the automotive and transportation sector. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and supports a range of investment and financial services through its broad capabilities.

Verlin Williams III is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and other financial and non-financial firms. 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 when recommending investment strategies.

Lukas Rakowsky is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience at Modern Woodmen of America and North Steppe Realty. Outside of finance, he worked with Troon Golf LLC at Columbus Country Club. J.P. Morgan Securities 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 framework when recommending strategies.

Eugene Zappitelli III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he serves as the elected Fiscal Officer for Plain Township, Ohio, a role he has held since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Theodore Wharton 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 worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. Prior to this, he held positions at Marcs and Ohio University. 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 recommendations.

Scott Scharfenberger is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Maggard is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley for six years. Outside of finance, her background includes roles in the restaurant and retail sectors. J.P. Morgan Securities 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 when recommending investment strategies.