Ryan Bucholtz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase and its affiliates since 2016. Prior to his financial services career, he worked for Lyft and Uber from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Mallori Westhoff is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at Nationwide Securities LLC and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by proprietary tools and analysis.

Kevin O'Callahan is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He specializes in partnering with individuals and families to develop and maintain comprehensive financial plans tailored to their goals. His experience includes roles as Investment Consultant, Planning Consultant, and Financial Representative at Fidelity Investments from 2022 to 2025, and as a Registered Representative at New York Life from 2021 to 2022. Kevin's professional background reflects a focus on financial planning and investment consulting. Outside of his professional work, Kevin has interests in baseball, fitness, football, and golf.

Mark Poulin is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory work, Poulin is a part owner of a winery and provides consulting on practice management, leadership, and team development to financial advisors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Jeremiah Watene is a financial advisor at J.P. Morgan Securities in Columbus, OH, with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities, he worked at New York Life and American Income Life and has experience in multiple industries, including operating a small business called Jeremiah Paint & Pressure Wash. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amanda Gallagher is a financial advisor at Morgan Stanley in Columbus, OH, with 23 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. 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 supported by firm-approved tools and modeling techniques.

Malik Breckenridge Hall is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. In addition to his advisory role, he is the owner and partner of Breckenridge Estates LLC, a business focused on residential real estate activities including fix and flip, wholesaling, and renting properties. 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 applying an ESG eligibility framework in its recommendations.

Matthew Close is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in offering property and casualty insurance as well as health insurance through affiliated agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Randy Holloway is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 license and is based in Pickerington, Ohio. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors.

Mohamad Mizyan is a Series 66-registered financial advisor with Morgan Stanley in Columbus, Ohio, bringing seven years of industry experience. He previously worked at JPMorgan Securities LLC for six years and at Fifth Third Bank for one year. Outside of his advisory role, he is involved in entrepreneurial ventures including a cleaning service business and a partner in an electric vehicle charging solutions company. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Troy Rosko is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also operates ROSKO LLC, a business entity used for tax and administrative purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Zane Harris is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at DoorDash, Subway, and several other companies, alongside ongoing freelance work on Upwork. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a broad range of investment services through its Financial Advisors and Estate Planning Strategies Group.

Heather Morris is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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 combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Trisha Chaney is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and The Huntington Investment Company. 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 combination of advisory and brokerage capabilities.

Maurice Miller Jr. is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 66 designation and has previously worked with firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, and LPL Financial. In addition to his advisory role, he owns The Legacy Consulting Group LLC, which publishes previously written books, and The Miller's Wealth Management, LLC, a full-service financial and insurance services business. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Kevin O’hare is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions at Greene County Education Service Center and Beavercreek City Schools, as well as with the University of Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Elijah Collier is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 credentials with one year of industry experience. His work history includes roles at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank since 2020, as well as experience at Kroger from 2016 to 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 due diligence and an ESG eligibility framework to recommend approved funds and strategies on a non-discretionary basis.

Carla Roberson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. She has been with Morgan Stanley since 2016. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

Antoinette Bliss is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 15 years at the firm and four years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Thomas Yenichek is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. He has also been involved with the Columbus Literacy Council. 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 applying an ESG eligibility framework in its investment recommendations.