Jesse Blankenship is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies, and services are provided on a non-discretionary basis.

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.

Dawaun Horton is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at JP Morgan Securities LLC, ApTask, and Chase. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lawrence Stubbs is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and spent 21 years at JPMorgan Chase Bank, N.A. Outside of his advisory role, he maintains ownership of a residential property he manages for a family member. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to develop customized investment strategies.

Ryan Steinicke is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he held a contract role with Morgan Stanley through Tailored Management. 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 combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

William Weltge is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at Lower.com, Courtside Pizza, Carpenter and Associates, Ohio University, and Voss Village BMW. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Anthony Meyer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Nationwide Insurance for 14 years. 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 supported by a large national network of advisors and branch offices.

Steven Merrill is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Philip Paden is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including Lincoln Douglas Investments and Masters Insurance Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Trenton Baker is a financial advisor with Morgan Stanley in Columbus, OH, holding CFP® and securities licenses Series 63, 65, and 66. He has 15 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a seven-year period of retirement from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach utilizes structured discovery and planning tools, including modeled outcome simulations, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

Evelyn Akey is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where she has worked since 2013. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Mark Kindberg is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and with 32 years of industry experience. He has worked at J.P. Morgan entities since 2018 and previously held roles at Edward Jones and Carnegie Investment Counsel. Outside of his advisory work, he has worked as an independent rideshare driver through Uber. 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 incorporates an ESG eligibility framework in its recommendations.

Justin Leonti is a financial advisor with Edward Jones in Gahanna, OH. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at GoOrtho and has experience as a self-employed professional, including oversight responsibilities at a consumer goods company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

David Cunningham is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Gahanna, OH, and holds the Series 63 designation. Outside of his advisory role, he is involved with MDM Properties, LLC, where he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors.

Seth Becker is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including prior roles at Oakstone Financial Management and Cambridge Investment Research. Becker is currently involved with Kemba Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory and brokerage services.

Yuenchuen Wu is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Prior to joining Morgan Stanley in 2021, Wu worked at CF Bank, JPMorgan Securities LLC, and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Mary Giersz is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Priyanka Sheth is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and has held consulting and technology roles. 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.

Nolan Reynolds is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Edelman Financial Engines, KeyBank, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through structured discovery processes without delivering individual security recommendations as part of standalone planning.

Hunter Sprankle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank, N.A. Outside of finance, he has experience working in the restaurant industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and manager due diligence as part of its investment process.