Andrew Hayek is a financial advisor with LPL Financial based in Westerville, Ohio. He holds the CFP® designation and the Series 66 license, with 25 years of industry experience. Prior to joining LPL Financial, he worked at J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Morgan Stanley DW Inc. He is also co-owner and managing partner of Hayek Squared, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Hakam Abu Rizeq is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Axelon Services. Outside of his advisory role, he is the owner of Woody Woody LLC, a business focused on creating and selling wood art. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with J.P. Morgan’s broader broker-dealer and banking organization.

Donald Ragains Jr. is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been associated with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Leslie Brown is a Series 66 licensed financial advisor with Edward Jones in New Albany, OH, and has nine years of industry experience. Prior to joining Edward Jones in 2017, Leslie worked at DSW, Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Janosick is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. Outside of his advisory role, he is involved with MedMyWay, LLC, a health and Medicare insurance brokerage, and Ridgewood Ventures, LLC, a holding company for his insurance business. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through model-driven investment strategies.

Franklin Simon is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Keener Wealth Management from 2013 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs and financial planning services tailored to individuals and institutional clients.

Jeff Bonhomme is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, Amazon.com Inc, and PNC Investments LLC. 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 broker-dealer and investment adviser registrations to serve its clients.

Conor Lyons is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several J.P. Morgan affiliates as well as Federated Hermes. Outside of finance, he has experience in the food service industry, notably working at Peppi's Old Tyme Sandwich Shoppe. 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 recommendations.

Elwood Kissell Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014. Kissell also co-owns The Kissell and Kapp, LLC. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and a centralized due-diligence framework.

Brenda Moore is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Monte Carlo simulations and Secular Return Estimates to model outcomes.

Bruno Pellegrini is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a prior role at Teepublic from 2023 to 2024. He is based in Columbus, Ohio. 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 affiliated brokerage, distribution, and investment management services.

Dominique Di Sabato is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and seven years of experience at Morgan Stanley. Prior to this, Di Sabato worked at US Bank and has been involved with College Traditions for over a decade in a retail sales role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Brian Moore is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Michelle Loftus is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. Her career includes over two decades with Huntington Investment Company and ongoing tenure with Huntington National Bank since 1995. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual reviews focused on income and tax-aware withdrawal strategies.

Edward Bacher III is a CFP® with 18 years of industry experience, currently serving at LPL Financial since 2022. He previously worked at VOYA Financial Advisors and Voya Financial Partners, accumulating a total of 10 years with those firms. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, leveraging a large network of advisors and multiple platform options.

Jeremy Fleming is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Timothy Webster is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Securities LLC since 2018 and was employed at JPMorgan Chase from 2009 to 2018. 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 investment strategies.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2010. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jon Cleary is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models to support client goals.

Cynthia Stemple is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012, with prior roles at Morgan Stanley Services Group Inc. Outside of her advisory work, Stemple serves as an ambassador for the Head & Neck Cancer Alliance and is a non-scientist member of The Ohio State University Cancer Institutional Review Board, participating in educational and community efforts related to head and neck cancer. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and analytical tools such as Monte Carlo simulations.