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.

Mariah Gibbs is a financial advisor at Edward Jones in Granville, OH, holding Series 63 and Series 65 credentials. She has been with Edward Jones since 2024 and has a background that includes seven years with Granville Exempted Schools. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory and investment strategies through a nationwide network of advisors and branch offices.

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 with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan in 2021, Whitfield worked at Knotty Pine Brewing Company and was involved with the Columbus Special Improvement District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers non-discretionary advice through its Institutional Consulting Services program, incorporating an ESG eligibility framework in its recommendations.

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 Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in Columbus, Ohio, having previously worked at firms including Wells Fargo Advisors and Nationwide Investment Services Corporation. 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.

Jarrod Brinkman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LPL Enterprise since 2024 and previously spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to LPL’s Model Wealth Portfolios, with a platform that integrates advisory programs alongside brokerage and insurance products.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and previously worked at JP Morgan Chase Bank NA. Prior to entering the financial industry, he spent six years with Safelite Group Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

John Doyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 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, focusing on health insurance in collaboration with carriers and agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 with Morgan Stanley in Columbus, OH, holding a Series 66 license and with seven 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 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 uses a structured planning process supported by firm-approved tools and modeling techniques.

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.

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.