Christina Lawson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior experience at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Patrick Dundon is a financial advisor with Morgan Stanley, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at KPMG LLP for six years and The Royal Bank of Scotland for three years. He is based in New Albany, Ohio. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Ann Wireman is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Braden Riehl is a financial advisor with Robert Baird & Co. in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Corient, Summit Financial Strategies, and Croghan Colonial Bank. He attended Ohio State University from 2021 to 2025. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

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 with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. since 2021 and has prior experience at TCP Asset Management, Securities America Inc, Amway, and Uber. J.P. Morgan Securities LLC 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. The firm offers non-discretionary advisory services delivered by select Wealth Advisors within the broader J.P. Morgan organization.

Asaduz Niloy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and concurrently at J.P. Morgan Chase Bank since 2020. Prior to that, he was employed by Compass Group USA from 2018 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

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.

Joshua Yoder is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for J.P. Morgan Investment Management Inc. from 2011 to 2025. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to build diversified portfolios and manages sub-advisory and retirement plan services for a wide range of clients.

Nathaniel Clements is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to joining J.P. Morgan, he was employed at Proof Positive Consulting and Nationwide Children’s Hospital. 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 an ESG eligibility framework when recommending investment strategies.

Gregory Shumaker is a financial advisor with Wells Fargo Advisors who holds a Series 66 credential and has 16 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory work, he is involved in video editing and creating customized slideshows through a separate business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing its research and planning tools to tailor recommendations for clients.

Enas Jaradat is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at The Ohio State University and Macy's. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Allison Dawson is a financial advisor with Edward Jones in Newark, Ohio, holding a Series 66 designation and 11 years at the firm. She has seven years of industry experience and previously worked at the University of Phoenix for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Heather Henkaline is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has worked at Raymond James Financial since 2024 and previously held roles at Raymond James Financial Services Inc., MBO Professional Services, Inc., and L Brands, Bath & Body Works. Outside of her advisory work, 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. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory and implementation-support services.

Douglas Rose is a CFP® with 36 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at Wells Fargo Clearing and LPL Financial. 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, delivering quantitative asset-allocation advice and customized performance reporting on a non-discretionary basis.

Tonya Hammonds is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. since 2014 and a two-year position at NK Telco Sports. 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.

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® professional with 32 years of experience in the financial industry, currently affiliated with LPL Financial since 2019. His prior experience includes roles at FSC Securities Corporation and founding or managing entities such as Maxwell Financial Management, Athill44, and Maxhill Group. Hill also holds a life insurance agent license and has been involved in non-variable insurance since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jillian Zabrosky is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and four years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and CPGT LLC. She also has experience outside finance working at Brother's Lounge and Maple Star Farm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.