Jamie Reed is a financial advisor with Wells Fargo Clearing in Columbus, Ohio, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked at KeyBank, JPMorgan Chase Bank NA, and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Jennifer Lucus is a financial advisor with Ameriprise in Plain City, Ohio, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as secretary on the boards of FP LLC and Capitol Tunneling. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic tools and oversight committees.

William Lamar is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2000. 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.

Joshua Mc Ghee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley since 2017, following prior roles at Robert M Roach, Brandon McIntyre, and Northwestern Mutual Investment Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Megan Rothe is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 18 years of industry experience. Her prior positions include roles at Morgan Stanley and Fidelity Investments. She also has experience working in the craft brewing industry at Wiedemann's Fine Beer, Brewery & Pub. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with financial product sales.

Vonna Wright is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at L’Oréal from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Ausmus is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kyle Martie is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at various J.P. Morgan entities since 2012. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Briana Oltmann is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Cetera. Her career includes extensive tenure at Avantax and Charles E. Williams & Associates, where she has held various roles since 2004. In addition to her advisory work, she writes and publishes a blog focused on family, family business, and lifestyle topics and serves on the board of the Mary E. Babcock Foundation, which funds educational and cultural projects in Johnstown, OH. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers.

David Alspach is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FPL Financial Strategies for 14 years before joining Wells Fargo Advisors Financial Network. Outside his advisory role, he is involved in managing family estate planning and serves as a trustee for multiple family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations supported by extensive research and planning tools.

William Ferriel Jr. is a financial advisor with UBS Financial Services in New Albany, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services Inc. since 2007. He serves as a member of the Columbus Academy Alumni Board, where he helps communicate school functions with alumni. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, wrap fee programs, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Michael Lee is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with nine years of industry experience. He worked at JP Morgan Securities LLC from 2016 to 2019 before joining Morgan Stanley, where he has been since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop client plans, managing approximately $2.74 trillion in client assets.

Benjamin Baker is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Subway and Columbus State Community College. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Alex Valentine is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at Carpenter & Associates and has held roles in education and community recreation. J.P. Morgan Securities 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 when recommending strategies.

Aaron Axelrod is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at The Huntington Investment Company and Nationwide. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Michael Lutz is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Macy's and Bru Burger Bar, in addition to positions at several financial institutions such as JPMorgan Chase Bank and Huntington Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of investment solutions through a non-discretionary advisory approach.

Keith Conn is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves on the London Ohio Civil Service Commission Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate partnerships.

Olusheye Ayeni is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Amazon Com Inc LLC, Eco Bank Nigeria Plc, and Access Bank Plc. Outside of his advisory role, he has worked as a contractor for Grubhub and Doordash Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions supported by firm-approved tools and methodologies.

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.