Thomas D'amico is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, Zeiders, MHN Government Services, Allstate Insurance Company, and Charles Schwab. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, with additional services in affiliated trust custody, insurance, and lending.

Alexis Peace is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses. She has three years of industry experience, including prior roles at Shawn W Phelps and Northwestern Mutual. 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.

Stephanie Wagner is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes roles at Securities America, Inc., Prudential Insurance Company of America, and Principal Life Insurance Company. She is also a Notary Public in Columbus, OH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Michael Caudill is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 63 designation and has worked previously at Pruco Securities, LLC, The Prudential Insurance Company of America, W&S Brokerage Services, and Western Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and various affiliated services beyond securities products.

Brian Hughes is a financial advisor at Morgan Stanley in Columbus, OH, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and had brief roles outside the financial sector before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Heidi Johnson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, NA since 2000. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Roger Rachul is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 39 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliate, Thrivent Investment Management, since 2002. He is based in New Albany, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach integrates comprehensive written recommendations on various planning topics and offers an option to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Myranda Shipley is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 11 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she operates a small business selling eggs raised on her farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques to support client goals.

Michael Cowgill is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following a long tenure at JPMORGAN Chase Bank, N.A. He is also a co-owner of CoCo Ventures, LLC, a real estate business he operates with his spouse. 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 large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services on a non-discretionary basis.

Chase Hoobler is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. His work history includes multiple terms at Morgan Stanley and J.P. Morgan Securities LLC, as well as founding Buy His Design LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations.

Martin Mc Guigan is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bear, Stearns & Co. Inc., and J.P.Morgan Securities Inc., where he worked for a combined 13 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Chase Streetman is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and with ten years of industry experience. He previously worked at Morgan Stanley from 2016 to 2022 before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Wirtz is a Series 66-licensed financial advisor with nine years at Morgan Stanley and one year at Nationwide Financial Services, totaling six years of industry experience. He is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Benjamin Myers is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Edward Jones and held roles in HR-related firms. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions on a non-discretionary basis.

Pratikshya Sharma is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with three 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 both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Stephanie Quick is a financial advisor at Robert W. Baird & Co. with 9 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing a range of investment strategies and overlay services.

Adam Vanderhorst is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in selling health insurance through Vanderhorst Financial Services. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutions. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Phillip Pinedo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Janney Montgomery Scott. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, research-driven approach that incorporates ESG criteria and centralized due diligence. The firm operates within a broader banking and broker-dealer organization and offers access to a range of investment strategies and products.

Kyle Germann is a financial advisor with J.P. Morgan Securities LLC in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at JPMorgan Chase Bank, Firekeepers Casino & Hotel, and Ohio State University. He has also been involved with the Branch County Coalition Against Domestic And Sexual Violence. 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 recommendations. The firm operates within the larger J.P. Morgan organization and offers services on a non-discretionary basis.

Noah Clawson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise Financial and Sodexo, as well as several years in education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option called WealthPlan.