Destiny Manns is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities in 2023, she worked at Morgan Stanley from 2020 to 2023 and spent seven years at Youngs Jersey Dairy. 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 customized investment solutions.

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.

Steven Rockwell is a financial advisor with LPL Financial in Westerville, OH, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including nine years at Edward Jones and four years at LPL Financial. He is also CEO of a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Matthew Moore is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 25 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 serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors, offering financial planning, advisory services, and access to multiple investment programs. The firm’s platform integrates adviser programs with brokerage and insurance products and leverages third-party portfolio strategists and discretionary implementation options.

Travis Fling is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, and previously spent nine years with Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the advisory board of a biotechnology firm and is also active as a musician. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment offerings, with an emphasis on advisory services tailored through its Financial Advisors and Estate Planning Strategies Group.

Irene Bryant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at Morgan Stanley for 12 years before joining J.P. Morgan in 2025. Outside of her advisory role, she is the owner of a custom crystal business, ICCustoms, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors.

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.

Gwendolyn Nichols is a PFS™ credentialed advisor with Cetera, based in Westerville, Ohio, and has three years of industry experience. She also serves as president of Nichols & Company, CPAs Inc., providing tax, accounting, and consulting services. Nichols holds board positions with The Vida S. Clements Foundation, Ourday Preschool, and The Lakeside Association, all nonprofit organizations focused on education, community, and cultural enrichment. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, ranging from automated allocations to bespoke strategies, overseeing more than $256 billion in assets.

Eugene Zappitelli III is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he serves as the elected Fiscal Officer for Plain Township, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Theodore Wharton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2021, with prior roles including positions at Marcs and Ohio University. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Huntington Bank, Citibank, and briefly in the entertainment industry with Ignite Entertainment. 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 strategies.

Amanda Maggard is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for six years. Her background also includes roles outside of finance, such as positions in the restaurant and grocery sectors. 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 approach.

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.