Craig Jefferis is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2020 and previously spent 13 years at T. Rowe Price Advisory Services. His career also includes a brief period at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Mayur Shah is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Prudential Advisor and Pruco Securities for ten years, and Ameriprise for one year. Shah is also a partner in an investment club, Mukharvind Investment LLC, where members collectively study and vote on stock investment decisions. 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 supports its advisory process with centralized due diligence and offers a range of strategies that may include ESG considerations.

Amy Hoovler is a financial advisor with Cetera and holds a Series 66 designation. She has 11 years of industry experience and has been affiliated with Cetera Advisors LLC since 2014. Outside of her advisory work, Hoovler serves as the Director of Music at Pataskala United Methodist Church and holds leadership roles on the boards of local nonprofit organizations, including the Southwest Licking Educational Foundation and the Buckeye Valley Family YMCA. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse investment program options and serves more than 800,000 clients through its network of over 10,000 advisors.

Kyle Leadbetter is a financial advisor with J.P. Morgan Securities based in Columbus, OH, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, PNC Wealth Management, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Nolan Cox is a financial advisor with Edward Jones in Granville, OH, holding a Series 66 license and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a cattle operation in Kimbolton, OH, where he manages livestock and related farm activities. 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 and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Chase Rankin is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he spent ten years at Chuy's. Outside of his advisory role, he is the sole proprietor of Property Chasers LLC, a real estate business engaged in property management and sales activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Benjamin Ferguson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services supported by tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning solutions.

Kelly Willmer is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Columbus, OH. Her career includes roles at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Andrew Brate is a financial advisor with Ameriprise in Baltimore, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory work, he serves as Financial Secretary on the board of Faith Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Bauers is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Raymond James Financial and led Bauers Financial Group from 2005 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party managers, and customized strategies, supported by a large network of advisors and extensive non-advisory financial services.

Kevin Gegorski is a financial advisor with Ameriprise in Gahanna, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC and an outside investor in a fintech startup. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Heman Acharya is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Kraft Heinz. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kyle Warrenburg is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Morgan Stanley and its related entities since 2016. 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 that utilizes firm-approved tools and modeling techniques.

Bradford Tharp is a CFP® professional with 39 years of experience, currently affiliated with LPL Financial since 2000. He sells non-variable insurance products through multiple carriers and operates a genealogy business focused on Colonial America research, working as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with various portfolio strategies and technology tools.

Douglas Bickert is a financial advisor with Edward Jones in Reynoldsburg, OH, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including prior roles at J.P. Morgan Securities and operating a manufacturing business, Doug's Robot Motors, which produces robot parts for hobbyists. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Ryan Turnbull is a Series 66-licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes roles outside the financial sector, such as positions at Mill Creek Metroparks and Youngstown State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and provides financial planning and consulting through a broad network of investment adviser representatives.

Hershel Proffitt is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at H. Beck, Inc. and FSC Securities Corporation. He is also a co-owner of a real estate rental business in Mount Dora, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with various investment approaches, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Isaac Aulick is a financial advisor with J.P. Morgan Securities in Pickerington, OH. He holds Series 63 and Series 66 designations and has 14 years of industry experience. Aulick has worked at various entities within JPMorgan Chase since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Lynn Beach is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 66 and Series 63 licenses and 22 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Summit Financial, Charles Schwab Bank, Charles Schwab, and Huntington Investment Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

William Ward is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. In addition to his advisory role, Ward owns and operates the William E Ward Insurance Agency, which provides life insurance, fixed annuities, and disability insurance services. OSAIC Wealth serves a diverse client base including retail and institutional clients, offering a range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting strategies through multiple affiliated broker-dealer and RIA platforms.