Tausha Pape is a financial advisor with Morgan Stanley in Columbus, OH, holding four years of industry experience. Her prior roles include positions at Huntington National Bank and Computing Concepts Inc. She has been with Morgan Stanley since 2019, including work with the Morgan Stanley Services Group since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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 worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. His prior roles include positions at TCP Asset Management, LLC, Amway, and Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with access to broader derivatives and commodities capabilities.

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.

Nathaniel Clements is a financial advisor with J.P. Morgan Securities in New Albany, OH, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at Proof Positive Consulting and Nationwide Children’s Hospital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking approach to capital markets and offers broader capabilities in derivatives and commodities.

Gregory Shumaker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Wells Fargo Clearing since 2009, with recent tenure at Wells Fargo Advisors Financial Network beginning in 2026. Outside of his advisory role, he is involved in video editing and customized slideshow production through a small business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial product offerings and has a comprehensive menu covering various specialized planning needs.

Enas Jaradat is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Ohio State University and Macy’s. 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 within a non-discretionary advisory program.

Allison Dawson is a Series 66-licensed financial advisor with Edward Jones in Newark, Ohio, where she has been employed since 2015. She has seven years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a focus on fiduciary standards and tax-efficient services.

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 financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior employment includes positions at LPL Financial, CUNA Mutual Group, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. 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. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a range of derivatives and commodities capabilities.

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® professional with 21 years of experience in the financial services industry. He has worked at J.P. Morgan Securities since 2012, including his current tenure starting in 2018, and has held positions at JPMorgan Chase Bank, N.A. and New England Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG considerations where appropriate.

Aaron Fuerst is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 integrates quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

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 Series 66 licensed advisor with J.P. Morgan Securities, where he has worked since 2012. He has 25 years of industry experience, including a concurrent role at JPMorgan Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.