Jasmine Mcgimpsey is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Fifth Third Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, written retirement income plans and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Kylee Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in both financial services and the golf club industry, including positions at Klaus Financial Services, LLC and Double Eagle Golf Club. Rogers completed her education at Miami University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

David Patch is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2009. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Jennifer Funk is a Series 66-credentialed advisor with 18 years of industry experience. She has been with J.P. Morgan Securities in Columbus, OH since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Methe is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 6 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with input from its Global Investment Committee.

William Lenzotti is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63, 65, and 66 licenses with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Key Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable and JPMorgan Chase Bank, N.A. He has also been involved with JDJ Bernards Inn LLC and the Providence Community Pool. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Kenneth Fowler is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Great American Insurance Group, and he is also the owner of Instinctive Wealth LLC, where he manages business operations and develops content and events. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Taylor Hedric is a financial advisor with Ameriprise in Blacklick, OH, holding a Series 66 designation and 11 years of industry experience. His work history includes nine years at JP Morgan Securities LLC and two years at The Huntington Investment Company prior to joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes dependable income sources and tax-aware withdrawal strategies, operating within a product ecosystem that includes affiliated sub-advised options and managed account solutions.

John Schoessel is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at UBS Financial Services and The 33rd Team. Outside of finance, he has been involved with Father Son Sports Cards And Collectibles. 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.

Nicole Edwards is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Sathaporn Nguapha is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors and World Financial Group for seven years. Outside of his advisory role, he is involved in managing the accounting function for Asia's Hope, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining traditional and alternative investment strategies supported by advanced operational and research tools.

Patrick Mccormick is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he was employed at TIAA-CREF from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management and uses a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios with risk management and tax-aware strategies.

Edward Painvin is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Ameriprise since 2022 and previously was with Tembo Wealth Management, LLC and the Ohio Public Employees Retirement System. He serves as President of the Estates at Olde Orchard Farms HOA and Treasurer of the NIHA Board. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering written recommendations that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary retirement income plans.

Justin Burkhart is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan entities since 2015, currently based in Columbus, OH. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Aaron Phillips is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked in various roles across multiple industries. He is also involved with the Somali Education and Resource Center and is the owner and author of Aaron's Artisan Articles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities, using a model-driven investment approach with access to third-party asset managers and financial planning resources.

Michael Mc Ginnis is a financial advisor at Edward Jones in Gahanna, OH, with eight years of industry experience. He holds the Series 66 designation and previously worked at American Municipal Power. He has been with Edward Jones since 2017. 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, operating under a fiduciary standard.

Anthony Covelli is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. His career includes multiple roles within the J.P. Morgan organization since 2015. 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 recommendations.

Raquel Quinn is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving Jpmorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by in-house due diligence and an ESG eligibility process.

Christopher Bradley is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 27 years of industry experience, with prior roles at LPL Financial, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. since 2004. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved tools.