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.

Amanda Loebrich is a financial advisor with J.P. Morgan Securities in Dayton, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Ryan Shenigo is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities from 2016 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various portfolio strategies.

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 with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, the Ohio Secretary of State, The Union Bank Company, and Huntington National Bank. J.P. Morgan Securities LLC 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 incorporates an ESG eligibility framework.

Denise Cross is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Delaware City Schools and Meijer. Outside of her advisory role, she serves as vice president, treasurer, and secretary of a family-owned rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,000 advisors.

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 is based in Columbus, Ohio. His prior work experience includes roles at JPMorgan Chase Bank, Fifth Third Bank, and Integrity Express Logistics. 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 to guide investment recommendations.

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.

Zach Recker is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank since 2021, as well as prior experience at firms such as W&S Brokerage Services and Western Southern Life. From 2021 to 2024, he was involved with Recker Properties and related investment and real estate activities. J.P. Morgan Securities LLC 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 a select group of Wealth Advisors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework while generally recommending funds and strategies approved through internal review processes.

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 licenses and has worked at multiple financial institutions including JPMorgan Chase Bank, Huntington National Bank, Lower.com, and PNC Bank. 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 recommendations.

Tyler Donahue is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and two years of industry experience. His career includes roles at PNC Investments, PNC Bank, JP Morgan Chase, and American Sanitary Supply. Outside of finance, he has experience working in the restaurant industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas D'amico is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 63 license and bringing 31 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Magellan Federal, Zeiders, MHN Government Services, and Allstate Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advisory, insurance products, and a collateralized lending program.

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 licenses and 14 years of industry experience. Her prior roles include positions at Securities America, Inc., Prudential Insurance Company of America, and Principal Life Insurance Company. Wagner also serves as a Notary Public in Columbus. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

Michael Caudill is a financial advisor with LPL Enterprise holding a Series 63 designation and 19 years of industry experience. His prior work includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, W&S Brokerage Services, and Western Southern Life. He is based in Columbus, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

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.