Erin Vogel is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, with seven years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with final decision-making authority retained by clients.

Andrew Buck is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. He has concurrently worked at Legend SC LLC as a head coach for two club sports teams since 2021. 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 manager due diligence and incorporating an ESG eligibility framework in its recommendations.

Max Thompson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Richard Martin is a CFP® professional with 37 years of industry experience. He has been with LPL Financial since 2021 and previously worked at Lincoln Financial Advisors Corporation for 31 years. Outside his advisory role, he is involved as an owner and operator of Bluestone Real Estate Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Craig Jefferis is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price Advisory Services and Morgan Stanley. He is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

Mayur Shah is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Advisor and PRUCO Securities for ten years before joining J.P. Morgan in 2022. Outside of his advisory role, he participates in an investment club with four other members where they collaboratively analyze and vote on investment decisions. J.P. Morgan Securities 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 uses quantitative modeling combined with centralized due diligence and applies an ESG framework in its recommendations.

Amy Hoovler is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. She has worked with Cetera Advisors LLC since 2014 and operates Hoovler Financial & Insurance Services. Outside of her advisory work, she serves as Director of Music at Pataskala United Methodist Church and holds leadership roles on the boards of the Buckeye Valley Family YMCA, Southwest Licking Educational Foundation, and Pataskala Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm supports a large nationwide network of advisors and provides access to a range of managed account programs.

Kyle Leadbetter is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

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 financial advisor at Morgan Stanley in Columbus, Ohio, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2019. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning 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.

Kyle Warrenburg is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Ryan Turnbull is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside the financial sector, he has experience with Mill Creek Metroparks and Flying B Golf Course. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Lynn Beach is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has previously 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, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

William Ward is a financial advisor with Osaic Wealth, Inc. based in Westerville, Ohio. He holds a Series 63 designation and has 39 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Cetera Advisor Networks. In addition to his advisory role, Ward owns and operates William E. Ward Insurance Agency, where he has been involved in insurance sales and related services since 1979. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a comprehensive platform offering brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct portfolios incorporating a range of investments while supporting both discretionary and non-discretionary management.

Cherie Curry is a financial advisor with Ameriprise in New Albany, Ohio, holding Series 63 and Series 66 licenses and 10 years of industry experience. She previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, Bank of America, and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Alexander Dunnavant 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 various J.P. Morgan entities since 2016. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative modeling and centralized due diligence, and it applies an ESG eligibility framework when recommending investment strategies.

Jacob Butler is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fifth Third Securities, Inc. Outside of his advisory role, he assists with the quarterly tax payments for a family-owned hair salon business. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.