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 with Cetera, holding a Series 66 designation and over 11 years of industry experience. She has been affiliated with Cetera and its related entities since 2014 and operates Hoovler Financial Group, LLC. Outside of her advisory work, Hoovler serves as director of music at Pataskala United Methodist Church and holds leadership roles on several nonprofit boards, including as president of the Southwest Licking Educational Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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.

Andrew Brate is a financial advisor with Ameriprise in Baltimore, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory work, he serves as Financial Secretary on the board of Faith Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Bauers is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes 15 years at Raymond James Financial and 18 years running Bauers Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a wide range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Heman Acharya is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Kraft Heinz. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Bradford Tharp is a CFP® professional with 39 years of experience in the financial services industry. He has been with LPL Financial, LLC since 2000. Outside of his advisory role, he operates a genealogy firm focused on researching Colonial American ancestry connections confirmed by DNA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Douglas Bickert is a financial advisor with Edward Jones in Reynoldsburg, OH, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including prior roles at J.P. Morgan Securities and operating a manufacturing business, Doug's Robot Motors, which produces robot parts for hobbyists. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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.

Isaac Aulick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2011. 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.

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.