Kelly Halla is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. 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 structured planning tools and modeling techniques as part of its financial planning process.

Kerry Mc Mullen is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following 24 years at American Express Financial Advisors Inc. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Angela Owens is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1998. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Hughes is a Series 63-registered financial advisor with Cambridge Investment Research Advisors in Columbus, OH, with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years with Commonwealth Financial Network. Outside of his advisory role, he operates Retirement Wealth Strategies LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through a network of independent Financial Professionals, using proprietary models and third-party strategies tailored to client objectives.

Cierra Hershey is a financial advisor with Ameriprise in Granville, Ohio, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Farmers National Bank, Northwestern Mutual, TJ Maxx, and Northwestern Local Schools. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gregory Large is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has previously worked with Vantage Financial Group, CETERA Advisor Networks, and NBC Securities. Outside of his advisory role, he is involved with Retirement Blueprints LLC, a firm focused on selling non-variable insurance products. LPL Financial serves individual clients, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Douglas Stutz is a financial advisor with Edward Jones in Newark, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and maintains several rental properties and office spaces. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Nicholas Tilson is a financial advisor with MML Investors Services, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at SigFig Wealth Management LLC, J.P. Morgan Securities LLC, and Cetera Advisor Networks LLC. He is based in New Albany, Ohio. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, software-assisted approach to develop written recommendations.

Tyler Dunlap is a Series 66 credentialed financial advisor with six years of industry experience. He has been with Edward Jones since 2019, following a four-year tenure at Genesis Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a network of more than 23,700 advisors nationwide.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Sean Stark is a financial advisor with LPL Financial based in Westerville, Ohio, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Magellan Financial, GWN Securities, and Ameritas Investment Corp. He also operates Stark Financial Group and has involvement in a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various wealth management technologies.

Milton Leeman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the New Albany office. With nearly 40 years of experience since graduating from the University of North Carolina at Chapel Hill in 1986, he leads a team of two Financial Advisors and two Client Associates. They assist high net worth individuals and small to medium-sized businesses in articulating, quantifying, and achieving their financial goals through personalized wealth management strategies. Milt's expertise spans areas including college education planning, corporate retirement plan services, divorce transition planning, investment consulting, individual and corporate investment strategy, tax minimization, and retirement income. He has held leadership roles such as Resident Director of the Easton and New Albany offices from 2001 until early 2023. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born in Columbus, Milt graduated from Columbus Academy where he later served as President of the Alumni Association and was a member of the Board of Trustees. He lives in downtown Columbus with his wife, Marcy, and has two grown daughters and three grandchildren. His community involvement includes serving as President of Temple Israel Foundation and past board chair positions at Jewish Family Services and the Columbus Academy Alumni Association. Milt also volunteers with organizations such as Pelotonia, the Challenged Athletes Foundation, and Children's Hospital. Outside of work, he enjoys biking, spending time with family, and traveling.

Timothy Greer is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Third Coast Wealth Planning & Partners and various positions outside the financial sector, including employment at Grand Traverse Resort and Denison University. 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 to support its recommendations.

James Barton is a financial advisor at OSAIC with 37 years of industry experience. He has previously worked at FSC Securities Corp and has operated his own firm, Jim Barton & Associates, since 1986. Barton serves as president of the Sugar Loaf Foundation, which manages the beautification and safety of a local park in Granville, Ohio. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios across multiple asset classes, with options for discretionary or non-discretionary management.

Alex Gigandet is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at KeyBank and positions outside finance at Taco Bell and Honda Motor Company. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its advisory process.

Shane Jarrett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Southeast Planning Associates, and OUCU. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by in-house due diligence and ESG processes.

Valerie Vannelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with JPMorgan Chase bank and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Brenda Bennett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2024. She previously worked at Hutchinson, Shockey, Erley & Co. and The Huntington Investment Company. In addition to her advisory role, she operates Brenda Bennett LLC, providing life coaching services for individuals undergoing significant life transitions such as retirement and job changes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of capital markets and advisory solutions.

Mary Cunningham is a financial advisor with J.P. Morgan Securities in Westerville, Ohio, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at firms including Fidelity Investments, Fifth Third Bank, and PNC Wealth Management. Outside of her advisory role, she has worked as a sales representative for Talbots. J.P. Morgan Securities LLC 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.

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.