Kimberly Emerson is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 offers financial planning supported by firm-approved tools and modeling techniques.

Ashley Hamann is a financial advisor at Edward Jones with six years of industry experience. She has held prior roles outside finance, including positions at Mount Carmel East and Dyer Mantonya Chiropractor. Hamann holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Mark Gamble Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held roles at JPMorgan Chase Bank and Sojourner Recovery. J.P. Morgan Securities 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 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.

Benjamin Richards is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to clients such as 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, delivering recommendations on a non-discretionary basis.

Mark Havanec is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has been affiliated with Cetera and its affiliates since 2013. In addition to his advisory work, he is the owner of a financial services business operating under State Street Advisors LLC and holds a fixed insurance agent license. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers across various program structures and custodial relationships.

Devon Payne is a financial advisor with Robert W. Baird & Co. in Westerville, OH, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2016 and previously worked at Rusty Bucket Tavern for 11 years. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Keith Mc Caslin is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jonathan Fernandez is a Series 66-licensed advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held positions at JPMorgan Chase Bank and Wendy’s. J.P. Morgan Securities 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 strategies.

Jonathan Brofford is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63, 65, and 66 designations with 14 years of industry experience. He was self-employed from 2012 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.

Luke Recker is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and he has involvement with Benton Ridge Telephone Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

James Atkinson is a CFP®-certified financial advisor with Raymond James Financial Services Advisors Inc. in Columbus, OH, bringing 29 years of industry experience. He has been associated with Raymond James since 2011 and also owns Columbus Capital, an independent channel affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by extensive research and a large affiliate network.

Julie Workman is a financial advisor with LPL Financial in Westerville, OH, holding a Series 66 designation and four years at LPL following six years at Edward Jones Investments. She has a combined 11 years of experience in the financial industry and previously worked in home health services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced management technologies.

Stanley Weiland is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Eaton Vance. He is also involved in health insurance sales outside of his advisory work. 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, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Aaron Cohen is a financial advisor with LPL Financial based in Columbus, OH, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior roles include positions at HSBC Securities, KeyBank, Citizens Bank, and Mutual of Omaha. Outside of his advisory work, he is involved in a non-investment related business, Buffalo Advertising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Michelle Kuhtenia is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Avantax Advisory Services and Bodine Perry LLC prior to joining Cetera. Kuhtenia is also involved in community service as a board member and treasurer of Destination Delaware County Ohio and serves on the board of the United Pentecostal Foundation, a public charity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Morris is a financial advisor with Ameriprise Financial Services in Newark, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Zhongqi Zhang is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, having previously worked at firms including Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer non-discretionary advice focused on approved funds and strategies.

Alexander Nicholson is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at North Valley Bank and Crystal Springs, as well as time at The Ohio State University and North Canton Hoover High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a wide range of advisory programs supported by structured tools and investment modeling.

Johnathan Frankel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner and silent partner in DMD Gyms, LLC (operating as Gold's Gym), and a partial owner of Dyno Climb, LLC, a family-owned rock climbing and fitness gym. 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 integrates institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Marcus Williams is a CFP® with 13 years of industry experience and is currently an advisor at Fisher Investments. He previously worked at JPMorgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. outside of his advisory role, he is involved in managing rental properties. Fisher Investments serves a global client base including institutional and high-net-worth clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware strategies.