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 been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Jacob Butler is a financial advisor with J.P. Morgan Securities in Pataskala, Ohio, holding Series 63 and Series 65 credentials with 14 years of industry experience. He previously worked at Fifth Third Securities, Inc. and Fifth Third Bank for over a decade. Outside of his advisory role, he assists with quarterly tax payments for a hair salon co-owned by his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Avery Stutz is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Avery worked at Pigskin Bar & Grill and has a background that includes roles in education and community organizations such as Dawes Arboretum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Steven Oxley is a financial advisor with LPL Financial based in Westerville, OH, holding 38 years of industry experience. He has worked at multiple insurance and financial firms over his career, including Principal Life Insurance Company, Allianz Life Insurance, and Oxley Financial Services, which he operated for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and combines advisory platforms with non-advisory financial activities such as insurance and credit services.

Edward Feierman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models but does not offer individual security recommendations through its standalone planning program.

Tiffany Dailey is a Series 66-licensed financial advisor with eight years of industry experience, currently with Edward Jones in Columbus, OH. She has previously worked at the Columbus Urban League and Telhio Credit Union. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Stephen Pell is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at VOYA Financial Advisors and his own practice, Stephen A. Pell, as well as longstanding involvement with Fidelity Union Life Insurance Company. Pell is also an independent insurance agent and owner of Pell Financial Services, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Donald Harper Sr. is a Series 66 licensed financial advisor at J.P. Morgan Securities in Columbus, OH, with 13 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Bank, Fidelity Tactical Group, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and may incorporate ESG criteria, supporting clients with centralized due diligence and a range of portfolio services.

Michael Haringa is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Kathryn Miller is a financial advisor at UBS Financial Services with 27 years of industry experience. She has worked at several firms, including RBC Capital Markets and Benefitscorp Equities, Inc. Outside of her advisory work, she serves as Treasurer for the Johnstown High School Big Red Band, reviewing financial statements and reporting to the board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Dominic Monk is a financial advisor at Robert Baird & Co. in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Hyre Personal Wealth Advisors, and Northwestern Mutual. He serves as a board member and investment committee member for Team Focus, an outside business activity based in Ashland, OH. Monk is part of the DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Spencer Spillman is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Triple Crown Wealth Management and LPL Financial. Outside of his advisory role, he has worked as a contractor and as a delivery driver for DoorDash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice and customized performance reporting, while clients retain final decision-making authority.

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 at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Penn Mutual Life Insurance, and 21st Century Financial. Outside of his advisory role, he occasionally participates in marketing focus groups for product development through Murray Hill Marketing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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 in Columbus, OH, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her work history includes roles at Morgan Stanley, Northwestern Mutual, and Rivertree Wealth. J.P. Morgan Securities offers institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company and Fidelity. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.