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 with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and four years of industry experience. He has previously worked at UBS Financial Services and Janney Montgomery Scott. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Kyle Germann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Firekeepers Casino & Hotel and various roles in behavioral health and nonprofit organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joshua White is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has previously worked at Signature Real Estate and Huntington National Bank. Outside of his advisory role, he owns a small real estate business managing a rental property portfolio. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that focuses on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Erik Varhus is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. 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 employs a quantitative asset-allocation process combined with centralized due diligence and incorporates an ESG framework when recommending investments.

Amanda Johnson is a financial advisor at Edward Jones in Granville, Ohio, holding the Series 66 designation with seven years of industry experience. She worked at Insulet from 2016 to 2019 before joining Edward Jones. Amanda and her husband Joe jointly own their Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Kelly Mathews is a financial advisor at Ameriprise with 11 years of industry experience. Kelly holds a Series 66 designation and has worked previously at The Huntington Investment Company and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Tanner Williams is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Central Ohio Tech Solutions and Ohio University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process that includes the use of approved analytical tools and investment models.

Casey Daly is a financial advisor at Ameriprise in Columbus, OH, with 20 years of industry experience and a Series 66 designation. Prior to joining Ameriprise in 2026, Daly worked at The Huntington Investment Company for a combined 15 years and spent one year at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Michael Stoffel is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has experience at Bank of America, N.A. since 2026. Prior to his financial services career, he worked in retail and educational settings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kimberly Emerson is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by firm-approved tools and modeling techniques.

Daniel Rabady is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has two years of industry experience. His prior experience includes two years at Charles Schwab and current roles with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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.

Ashley Hamann is a financial advisor at Edward Jones with six years of industry experience. She has held prior roles outside finance, including positions at Mount Carmel East and Dyer Mantonya Chiropractor. Hamann holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Mark Gamble Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held roles at JPMorgan Chase Bank and Sojourner Recovery. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Benjamin Richards is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

Mark Havanec is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been affiliated with Cetera and its affiliates since 2013. In addition to his advisory work, he is the owner of a financial services business operating under State Street Advisors LLC and holds a fixed insurance agent license. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers across various program structures and custodial relationships.

Devon Payne is a financial advisor with Robert W. Baird & Co. in Westerville, OH, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2016 and previously worked at Rusty Bucket Tavern for 11 years. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Keith Mc Caslin is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jonathan Fernandez is a Series 66-licensed advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held positions at JPMorgan Chase Bank and Wendy’s. 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 strategies.