Daniel Hogan is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Jedidiah Adarquah Yiadom is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has prior work experience with TCP Asset Management, LLC, Amway, and Uber. 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 investment recommendations.

David Shaver is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Goldsberry Wealth Strategies and Raymond James Financial. Outside of advising, Shaver owns and manages operations of River Shine Car Wash LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Joshua Yoder is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for J.P. Morgan Investment Management Inc. from 2011 to 2025. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to build diversified portfolios and manages sub-advisory and retirement plan services for a wide range of clients.

Nathaniel Clements is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to joining J.P. Morgan, he was employed at Proof Positive Consulting and Nationwide Children’s Hospital. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Enas Jaradat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Jaradat held positions at The Ohio State University and Macy's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Allison Dawson is a financial advisor with Edward Jones in Newark, Ohio, holding a Series 66 designation and 11 years at the firm. She has seven years of industry experience and previously worked at the University of Phoenix for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Heather Henkaline is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. She has previously worked at Raymond James Financial Services Inc., MBO Professional Services, Inc., and L Brands, Bath & Body Works. Outside of her advisory role, she is an associate at The Granville Investment Group, LLC, where she is involved in financial advising and wealth planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and investment consulting supported by analytical tools to guide client decisions and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Rose is a CFP® professional at J.P. Morgan Securities with 37 years of industry experience. He has held roles at JPMorgan Chase Bank, LPL Financial, CUNA Mutual Group, and Wells Fargo. Rose is based in Columbus, Ohio. 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 advisory process.

Musa Jallow is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase. Outside of his advisory work, he is also an Uber driver. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Adam Hill is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial in New Albany, OH. His prior roles include positions at FSC Securities Corporation, Maxwell Financial Management, and Osaic FA, Inc. He also maintains business activities related to investment management and serves as a life insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through diverse advisory and brokerage services, offering financial planning, model portfolio programs, and institutional platforms at scale.

Aaron Fuerst is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lisa Middleton Styers is a financial advisor at Merrill with 33 years of industry experience. She has been with Merrill since 2014 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jamie Reed is a financial advisor with Wells Fargo Clearing in Columbus, Ohio, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked at KeyBank, JPMorgan Chase Bank NA, and JPMorgan Securities LLC. 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 uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

David Burgett is a CFP®-credentialed financial advisor with Edward Jones, based in Sunbury, OH, and has 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products through a nationwide network of more than 23,700 advisors.

Jennifer Lucus is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as secretary on the boards of FP LLC and Capitol Tunneling. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic tools and oversight committees.

William Lamar is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joshua Mc Ghee is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2017 and held positions at Robert M Roach, Brandon McIntyre, and Northwestern Mutual Investment Services LLC during 2016–2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools and investment research to support its advisory services.

Megan Rothe is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Fidelity. Outside of finance, she has experience working in the brewery and pub industry. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

David Ausmus is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.