Edward Bacher III is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to joining LPL Financial, he worked for eight years at VOYA Financial Advisors. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.

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 financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and was previously with JPMorgan Chase from 2009 to 2018. He holds the Series 66 designation and is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm emphasizes ESG eligibility in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jon Cleary is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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, and manages approximately $2.74 trillion in client assets.

Cynthia Stemple is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and offering 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012 and also worked at Morgan Stanley Services Group Inc. from 2017 to 2019. Outside of her advisory role, she serves as an ambassador for the Head & Neck Cancer Alliance and is a non-scientist review board member for The Ohio State University Cancer Institutional Review Board, engaging in community education and medical review activities related to cancer. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory programs. The firm uses structured discovery processes and planning tools to develop tailored financial plans and manages a broad range of assets and investment offerings.

Donald Nye III is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His career includes roles at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

John Bedros is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Wings Financial Credit Union. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, using structured planning tools and market modeling techniques.

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 with J.P. Morgan Securities, holding Series 65 and Series 66 credentials. Zhu has been in the industry since 2024, with prior experience at Valeo Financial Advisors LLC and Yong' An Futures. Outside of finance, Zhu had a role with Sunny Poke & Tea in 2022. 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 recommendations.

Brian Wright is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at the Ohio Public Employees Retirement System for eight years. He also serves as an adjunct professor at Ohio University and works as a contractor for Columbus State Community College. 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. The firm emphasizes structured financial planning supported by technology and research, serving clients through both individual and corporate financial planning arrangements.

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 designation and 14 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2015 and was previously with Morgan Stanley Services Group Inc. from 2017 to 2020. Outside of her advisory role, she is involved in direct marketing sales with Plexus Worldwide. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning and access to various investment products.

Troy Gerschutz is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously was involved with Ark Real Estate Group and Arc Properties. Outside of his advisory role, he co-owns several real estate properties with his wife. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Cameron Williams is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 9 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation and Transamerica Financial Advisors, Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

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 in Columbus, OH, holding a Series 66 credential with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and Amazon. Outside of his advisory role, Akarkarasu is involved with Dunlap Car Rental LLC, a car rental agency. 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 recommendations.

Nancy Lewis is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 29 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and delivers planning based on structured discovery and firm-approved tools.