Stephen Finley is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2018, following roles at Dawson and Menards. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating market return estimates and simulations to model outcomes.

Jennifer Otineru is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at JPMorgan Chase Bank since 2012 and has been with J.P. Morgan Securities since 2015. Earlier in her career, she was involved with Canal Winchester Athletics from 2017 to 2018. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Lori Howe is a financial advisor with Mass Mutual Investors Services and holds over 21 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities and MetLife Financial Services since 2005. Outside of her advisory role, she is involved in retail sales through independent ventures, including selling beauty products and handmade crafts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and asset management services using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Timothy Bullock is a CFP® professional with 33 years of experience at Edward Jones, where he has worked since 1992. He is based in Westerville, OH. Outside of his advisory role, he operates a personal training business and serves on the board of Uptown Westerville Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households 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.

Kathryn Ufferman is a financial advisor with LPL Financial in New Albany, OH, holding the ChFC® designation and Series 63 and 66 registrations. She has 22 years of industry experience, including 14 years with FSC Agency and FSC Securities Corporation, Inc., and has been with LPL Financial since 2019. Ufferman also operates Maxwell Financial Management LLC, an affiliated investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Timothy Nemecek is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is the founder of Ravenoch Studios, LLC, a music production business involved in recording and licensing music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

James Ward is a financial advisor with Edward Jones in Buckeye Lake, Ohio, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Boeing Company for eleven years. Outside of his advisory role, Ward serves as Treasurer on the Board of Directors for Licking Memorial Hospital and owns a small family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Asli Dolucan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked within various divisions of J.P. Morgan since 2007, including JP Morgan Chase Bank N.A. and J.P. Morgan Securities. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Aivaras Kaskonas is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. 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 supported by structured discovery processes and firm-approved tools.

Donald Kennedy is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation. He has one year of industry experience, including prior roles at MassMutual Life Insurance Company and work in sports information at the University of Dubuque. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver detailed, goal-oriented financial plans and offers specialized planning programs, including divorce and estate-settlement planning.

Nicholas Lampkin is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Fidelity Investments and Northwestern Mutual, as well as work outside the financial sector at FedEx and Liquid Transport Cor. 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 combining advisory programs with brokerage and insurance products.

William Talbott is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services LLC, Cetera Financial Group, and Pacific Oak Capital Markets. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting based on a combination of quantitative modeling and centralized due diligence.

Chad Heisey is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Tailored Management, Lululemon, UPS, Amazon, and held positions at Ohio State University and Columbus State. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and financial planning services.

Jason Daly is a financial advisor with Edward Jones in Thornville, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he coaches boys’ basketball for both first and second graders as well as eighth grade at local schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a wide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Victoria Hayward is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Kenneth Farmer is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019 and previously spent one year at Macy’s Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jolie Houghtaling is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. in multiple roles since 2018. Prior to her financial career, she was involved with Rezults Downtown Fitness. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andrew Croop is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and previously worked at Nationwide Mutual Insurance Co. and VALIC Financial Advisors. Outside of finance, he serves as a Guest Service Representative for athletic events at The Ohio State University. J.P. Morgan Securities primarily provides investment consulting and advisory services 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.

Elexis Winbush is a financial advisor at Morgan Stanley in Columbus, OH, with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Services Group, Inc. Prior to that, she was employed at Discover Financial Services and UnitedHealthcare. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

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.