Brittany Prevo is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has eight years of industry experience. She previously worked at Morgan Stanley before joining J.P. Morgan Securities in 2017 and has been with JPMorgan Chase Bank, N.A. since 2025. Outside of her advisory role, she has worked as a contractor for DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with due diligence and an ESG eligibility framework in its recommendations.

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.

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 with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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.

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.

Donald Nye III is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His career includes roles at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. prior to joining his current firm. 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.

John Bedros is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and a total of five years in the industry. His prior experience includes a role at Wings Financial Credit Union from 2016 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Jody Scheiman is a financial advisor at Stifel with 43 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2005. Scheiman serves as a board member of the Center for Healthy Families, working with pregnant and parenting teens in minority neighborhoods in Columbus, Ohio. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing frameworks for client decision-making.

Karin Aey is a financial advisor with Morgan Stanley, holding a Series 66 designation and 31 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent eight years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Yunsheng Zhu is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials. Zhu has been in the industry since 2024, with prior experience at Valeo Financial Advisors LLC and Yong' An Futures. Outside of finance, Zhu had a role with Sunny Poke & Tea in 2022. 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.

Brian Wright is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at the Ohio Public Employees Retirement System for eight years. He also serves as an adjunct professor at Ohio University and works as a contractor for Columbus State Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by technology and research, serving clients through both individual and corporate financial planning arrangements.

Bethany Telander is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 credential and 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Services Group Inc. Outside of her advisory role, she is involved in direct marketing sales with Plexus Worldwide. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process using proprietary tools and serves clients through both individual and corporate financial planning agreements.

Troy Gerschutz is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously was involved with Ark Real Estate Group and Arc Properties. Outside of his advisory role, he co-owns several real estate properties with his wife. 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 broker-dealer and investment advisory functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Cameron Williams is a financial advisor with Merrill, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and Transamerica Financial Advisors, Inc. He is based in Columbus, Ohio. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Boelter II is a financial advisor at Morgan Stanley in Columbus, OH, with one year of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021. Prior to his current role, he worked at Proforma Graphic Services for six years. Outside of his advisory work, Boelter is a musician who distributes his music through DistroKid and also works as a delivery driver for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to assist clients in financial decision-making.

Efe Akarkarasu is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and Amazon. Outside of his advisory role, Akarkarasu is involved with Dunlap Car Rental LLC, a car rental agency. 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.

Jason Buehner is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Westerville, OH. He has been with Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.