Kanisha Mills is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she worked at JPMorgan Chase Bank and has experience in the wireless and fitness industries. Outside of finance, she is involved with JSI Janitorial LLC, where she works providing janitorial services. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its investment recommendations.

Travis Lamb is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and has over 17 years of experience at JPMorgan Chase Bank, N.A. Outside the firm, he is involved with 5 Lil Lambs, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting on a non-discretionary basis.

Alec Levine is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience in the industry. Prior to joining J.P. Morgan Securities in 2026, he held positions at Randstad and William O Cleverly & Associates. His work history also includes roles outside the financial industry at AED Enterprises and Dewey's Pizza. J.P. Morgan Securities 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 its Institutional Consulting Services program.

Kofi Atta is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and JPMorgan Securities LLC, as well as JP Morgan Chase Bank N.A. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations to model financial outcomes.

Nicole Bainbridge is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Raymond James in 2026, she was affiliated with Cetera and CE Williams Financial Group. She has also spent ten years at Post Holdings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, employing analytical tools and tailored planning to support client goals.

Reginald Lumpkins II is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities in 2022, he worked for JPMorgan Chase Bank, N.A. from 2015 to 2022. 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.

Jonathan Parsons Jr. is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked in various capacities related to The Ohio State University and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Michael Lee is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and their prospects, and he is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research or third-party strategists and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

Devin Rice is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked in the hospitality sector and served in the Air Force. 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.

Kaleb Kemper is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Equitable Advisors and has held various roles including employment at Giant Eagle and the School of Rock in Dublin. J.P. Morgan Securities LLC provides investment 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. The firm operates within a broader banking and broker-dealer organization, offering a range of investment products and services on a non-discretionary basis.

Abigail Rehbeck is a financial advisor at Edward Jones with a Series 66 designation and over 16 years of experience in the financial industry, including 16 years at Park National Bank. She began her tenure at Edward Jones in 2026. 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 nationwide.

Sandra Dixon is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of investment strategies and account types.

Kevan Gallion is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brett Jones is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Pride Technologies and operated Jones & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and access to a broad suite of investment products.

Jonathon Cooley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential and with eight years of industry experience. His career has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

Shelley Perone is a Series 66 licensed financial advisor with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2012. Prior to this, she has been with JPMorgan Chase Bank, N.A. since 2005. 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 their investment recommendations.

Emmanuel Chinwuko is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Prior to entering the financial industry, he held positions outside finance, including at John Sinclair Nissan and the YMCA of Southeast Missouri. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Linda Smith is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to her financial career, she worked in the automotive retail sector at Buckeye Ford and multiple Honda dealerships. 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.

Ian Chambers is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Collabera. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Stephen Finley is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2018, following roles at Dawson and Menards. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating market return estimates and simulations to model outcomes.