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.

Samantha Winner is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Raymond James Financial Services, Wells Fargo Clearing, UBS Financial Services, JP Morgan Securities, Morgan Stanley, and Merrill. Additionally, she serves as an associate at FM Investments, acting as a financial advisor within F&M State Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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.

Franklin Giovannelli is a Series 66 credentialed financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Securities LLC from 2016 to 2022. Outside of his financial advisory role, Giovannelli serves as a council member for the village of Hebron, OH, and is involved in repairing and restoring video games through two retail operations consolidated under an LLC he is establishing. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities beyond advisory services, including a trust company and securities-based lending.

Douglas Graybeal is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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. The firm operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its institutional consulting services.

Aaron Fuerst is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and bringing 22 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 investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Brian Steele is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2026, he spent 18 years with The Huntington Investment Company. Outside of his advisory role, he is involved in real estate investment through his ownership and management of MASE LLC and Echo-Nomics LLC, focusing on residential and mixed-use properties in Central Ohio. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and ongoing tax-aware retirement income planning.

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.

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.

Vonna Wright is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at L’Oréal from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Kyle Martie is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at various J.P. Morgan entities since 2012. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Briana Oltmann is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Cetera. Her career includes extensive tenure at Avantax and Charles E. Williams & Associates, where she has held various roles since 2004. In addition to her advisory work, she writes and publishes a blog focused on family, family business, and lifestyle topics and serves on the board of the Mary E. Babcock Foundation, which funds educational and cultural projects in Johnstown, OH. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers.

David Alspach is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FPL Financial Strategies for 14 years before joining Wells Fargo Advisors Financial Network. Outside his advisory role, he is involved in managing family estate planning and serves as a trustee for multiple family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by extensive research and planning tools.

William Ferriel Jr. is a financial advisor with UBS Financial Services in New Albany, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services Inc. since 2007. He serves as a member of the Columbus Academy Alumni Board, where he helps communicate school functions with alumni. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.