Evan Schmidt is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at TBF Financial, LLC for one year. He has also been involved with a business called Junk Remedy at various times. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Majid Zibaie is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to his role at Morgan Stanley, he worked in the restaurant and bar industry, including five years at Cap City Fine Diner and Bar and the same duration at Hamiltons Pub Bar and Grill. He remains involved as an employee at Cap City Fine Diner and Bar outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and analysis but generally acts in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Scott Conrad is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. He previously worked at J.P. Morgan Securities from 2016 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, Conrad serves as a bowling coach for Reynoldsburg City Schools. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Zachary Hummel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and one year of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., Symphony Financial/LPL, and Heat Archive. 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 an ESG eligibility framework to inform its recommendations.

Justin De Vilbiss is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, DoorDash, and several other organizations. J.P. Morgan Securities LLC 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 a structured, non-discretionary process.

Lisa Bonner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Thrivent Investment Management since 2020 and has prior experience at firms including TD Ameritrade, LPL Financial, and Performance Matrix. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm offers comprehensive written recommendations across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Eric Walsh is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Columbus, OH, with 14 years of industry experience. He previously worked at PNC Investments for five years and has served as a sports referee for Grove City Parks and Recreation since 2018. Outside of finance, he provides rideshare services as an independent contractor. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Kelly Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Hull is a Series 66 licensed financial advisor with Ameriprise in Granville, OH, holding five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Jeld-Wen and was employed at The College of Wooster and Mount Vernon YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Snead is a financial advisor with UBS Financial Services in New Albany, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes multiple roles at JPMorgan Securities and JPMorgan Chase Bank. He assists the Upper Arlington Education Foundation with budgetary matters to support its nonprofit mission. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm provides a broad range of services, including wealth management, institutional trading, and capital markets activities.

William Lacure is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Nationwide Life and Annuity, Wealthvest, and Pacific Select Distributors. Lacure is based in Columbus, Ohio. 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.

Bart Weiler is a CFP® certified financial advisor with 26 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management.

Mary Byers is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stacy Mc Corkle is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles within J.P. Morgan affiliates since 2017 and prior experience at LPL Financial. Outside of her advisory work, she is a sales consultant for Norwex USA, Inc., a company specializing in home cleaning and personal care products. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Mark Mc Kimmins is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has previously worked with Grove Point Advisors, LLC and Grove Point Investments, LLC, and has been affiliated with Legend Financial Services for over two decades. Outside of his advisory roles, he is involved with McKimmins' Farm, an ongoing agricultural venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Duane Umphress II is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His career includes roles at JP Morgan Securities LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he bartends and serves at a restaurant in Columbus, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining adviser programs with active sales of various financial products.

Timothy Solt is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Raymond James, he worked extensively with Avantax and 1ST Global Advisors. Outside of his advisory work, he is a bookkeeper and partner for the Capital Investment Club in Newark, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and also provides specialized municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Ian Reilly is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Retirement and Thrivent. Outside of finance, he was involved with Oh Pizza & Brew for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Christopher Cooper is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in home lending and financial services roles at firms including Chase Home Lending and Nationwide. 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 a large network of Wealth Advisors. 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.

Keegan Parsons is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles within JPMorgan Securities and JP Morgan Chase since 2017, as well as prior experience at Prescription Hope and Otterbein University. 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 recommendations.