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 Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio. He has eight years of experience with J.P. Morgan, including nine years at JPMorgan Chase prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Jon Cleary is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models to support client goals.

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 financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Charles Sampson is a financial advisor at Charles Schwab in Columbus, OH, holding Series 63 and Series 66 credentials with 34 years of industry experience. His career includes ten years at Scottrade, Inc., and brief tenures at Huntington Investment Company and The Huntington National Bank before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage operations.

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 at J.P. Morgan Securities with Series 65 and Series 66 licenses. Zhu's industry experience began in 2026, and prior roles include positions at Valeo Financial Advisors LLC and Yong' An Futures, as well as involvement with Sunny Poke & Tea. Zhu completed studies at Indiana University Bloomington from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Brian Wright is a financial advisor at Morgan Stanley in Columbus, OH, with eight years of industry experience. He holds a Series 66 designation and previously worked for the Ohio Public Employees Retirement System for eight years. Outside of his advisory role, Wright serves as an adjunct professor at Ohio University and is involved with the City of Gahanna Civil Service Commission as well as Columbus State Community College in educational roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

Bradley Kirkbride is a financial advisor at UBS Financial Services with seven years of industry experience and a Series 66 designation. His prior roles include positions at JP Morgan Chase Bank, JPMorgan Securities, The Huntington National Bank, Bank of America, Merrill, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets activities.

Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

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 Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at PNC Wealth Management and Natcity Investments, along with several years involved in real estate ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Cameron Williams is a financial advisor at Merrill with nine years of industry experience. He holds Series 65 and Series 63 registrations and has previously worked at Nationwide Investment Services Corporation and Transamerica Financial Advisors, Inc. He is based in Columbus, Ohio. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering 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 with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he is involved in a car rental business in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes derivatives and commodities capabilities.

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.