Spencer Spillman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial and Triple Crown Wealth Management. Outside of his advisory role, he has engaged in work with DoorDash. 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 an ESG eligibility framework in its advisory process.

Tyler Cunningham is a financial advisor with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2025 and has prior experience in the food service industry and education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with additional services in financial planning, trust custody, insurance, and lending programs.

Danielle Mc Eowen is a financial advisor with Morgan Stanley in Columbus, OH. She holds a Series 66 designation and has been with Morgan Stanley since 2022. Prior to her current role, she worked at Ohio State University and operated a business called New Caledonian Geckos LLC. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Jesse Harlow is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Penn Mutual Life Insurance, and 21st Century Financial. He also participates occasionally as a focus group study participant for a marketing company, providing opinions on products not yet on the market. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers customized investment solutions through its Institutional Consulting Services program.

Jessica Sullivan is a financial advisor at Morgan Stanley in Columbus, Ohio, with 24 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 12 years. Sullivan has also been associated with Franklin University for over 20 years, including a current engagement since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment solutions alongside comprehensive planning services.

Sean Gelin is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has previously worked at Pride Technologies, LLC, United Parcel Service, American Income Life, Chipotle Mexican Grill, Kroger, and Pizza House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Tammy Tanner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at Morgan Stanley, Northwestern Mutual, and Rivertree Wealth. She 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 an ESG eligibility framework.

Anthony Cisco is a financial advisor with Cetera, holding a Series 63 designation and 24 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he works as a mortgage broker and an insurance agent, selling life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Stephen Zeller is a financial advisor with Ameriprise in Westerville, OH, holding Series 63 and Series 65 registrations and 18 years of industry experience. He previously worked at The Huntington Investment Company for 11 years and Fidelity for one year before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm uses proprietary research and third-party data to guide asset allocation and withdrawal strategies, with enrollment criteria that require a minimum level of investable assets and integration with Ameriprise-managed accounts.

Olivia Mc Cormack is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for two years. Prior to entering the financial industry, she was involved in the restaurant business for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan organization.

Skylar Muhlenkamp is a Series 66-credentialed financial advisor with Morgan Stanley in Columbus, Ohio, bringing one year of industry experience. Prior to joining Morgan Stanley, Muhlenkamp has held roles across various businesses including hospitality ventures like Woodlands Backyard, where they remain involved. Woodlands Backyard is a restaurant and bar located in Columbus. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Brian Tanler is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing advisory services without providing individual security recommendations in standalone plans.

Stephen Viner is a financial advisor at LPL Enterprise with nine years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has held roles at W&S Brokerage and Western Southern Life. He holds a Series 63 designation and is based in Columbus, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Joseph Foster is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Joshua Brutcher is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Truco, Inc. He is currently 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 recommendations.

Greg Scharlott is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and with 26 years of industry experience. His career includes roles at J.P. Morgan Asset Management, Concourse Financial Group Securities, Nationwide Investment Advisors, and Nationwide Investment Services Corporation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors who provide asset-allocation advice, investment manager searches, and customized performance reporting.

Ethan Brooker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Jpmorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary advisory model.

Frenlly De La Cruz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 63 designation and has worked at both J.P. Morgan and Morgan Stanley in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ludgenane Schmidt is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, Schmidt worked at AdventHealth Orlando for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

Bryan Duty is a financial advisor with LPL Enterprise, holding a Series 66 credential and with 10 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Morgan Stanley. He is also involved with entrepreneurial ventures such as Room with a View 4U and Oak Meadow Homes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and trustee services.