Monica Buckhout is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at notable firms including Morgan Stanley Private Bank and Bank of America. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Philip Hemphill Jr. is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Hemphill is president and CEO of P. Randolph Financial Group, which provides investment management and practice management services, and he is involved in publishing and creating educational YouTube videos on life skills. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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 financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following five years at TrueCore Federal Credit Union. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

Meyer Diamond is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked for Wells Fargo/Northpointe Wealth Management and has experience outside finance working at pizza establishments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Callie Reed is a financial advisor with Edward Jones in Johnstown, Ohio, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Prior to her advisory role, she worked as a barista at Hot Spot Coffeehouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

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 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and Bob Caldwell Cjdr. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm offers customized investment manager searches and performance reporting, applying an ESG eligibility framework when recommending 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.

Robert Kauffman is a financial advisor with Wells Fargo Advisors in New Albany, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Richard Myers III is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 65 and Series 63 licenses and having seven years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, he spent eleven years at Retirement Plans, Inc. Outside of his advisory work, he is the sole proprietor of The Heron Airbnb in Owenton, Kentucky. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.