Allan Covert is a financial advisor at Morgan Stanley with 17 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley and its Private Bank in 2019. He holds a Series 66 designation and is based in Columbus, Ohio. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Ryan Shenigo is a financial advisor with LPL Financial in Westerville, Ohio. He holds a Series 66 credential and has 10 years of industry experience. His prior work includes roles at JP Morgan Securities and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technological tools for operational and research purposes.

Erik Zwilling is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a decade at Bank of America and Merrill. He is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured financial planning process supported by tools such as Monte Carlo simulations and secular return estimates.

Michael Schmeling is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, the Ohio Secretary of State, The Union Bank Company, Huntington National Bank, and the Ohio House of Representatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Branden Kurgan is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2008. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Westley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, Fifth Third Bank, and in other roles prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers investment recommendations within an ESG eligibility framework.

Ryan Miller is a financial advisor with Mass Mutual Investors Services in New Albany, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at GUARDIAN Life Insurance Company and JP Morgan Chase & Co. Outside of advising, he administers Next Level Continuing Education, which organizes free professional education webinars. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

James Christensen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves 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 employs a structured planning process using firm-approved tools and economic modeling techniques.

Kevin Mc Crorie is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at institutions including Huntington National Bank and PNC Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative screening and qualitative research and incorporates an ESG eligibility framework in its recommendations.

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.

Jason Amos is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services under a fiduciary standard.

Alexis Peace is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Shawn W Phelps and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Andrew Wills is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise. His previous roles include positions at The Huntington Investment Company and Edward Jones. Outside of advisory work, he is a partner in Lake Point LLC, which manages an Airbnb rental property. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a comprehensive, research-driven approach.

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 26 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA since 2000, joining J.P. Morgan Securities in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

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 Series 66 licensed financial advisor with J.P. Morgan Securities, based in Columbus, OH, and has 28 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 1991 and joined J.P. Morgan Securities in 2012. Outside of his advisory role, he is 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 plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework when applicable.