Stephen Viner is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage, and Western Southern Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third‑party asset management, combining adviser programs with the sale of financial products such as insurance.

Joseph Foster is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Joshua Brutcher is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior work includes a year at Morgan Stanley and two years at Truco, Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Greg Scharlott is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following over a decade at Nationwide Investment Advisors and Nationwide Investment Services Corporation. 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. The firm delivers non-discretionary advice through a select team of Wealth Advisors, focusing on approved funds and strategies.

Ethan Brooker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Jpmorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary advisory model.

Frenlly De La Cruz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 63 designation and has worked at both J.P. Morgan and Morgan Stanley in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ludgenane Schmidt is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, Schmidt worked at AdventHealth Orlando for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

Michael Platte is a financial advisor with Morgan Stanley in New Albany, Ohio, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2019. Outside of his advisory role, he is involved in several real estate ventures as a partner and managing member. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through Corporate Financial Planning agreements with employers.

Caitlin Hughes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. She has held roles at Cambridge Investment Research Inc. since 2023 and works concurrently as an educator and coach within local school districts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides services through a network of independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory with a range of portfolio management and model-based solutions.

Nasser Tahat is a financial advisor with Morgan Stanley in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at J.P. Morgan Securities and various other businesses, including entrepreneurial work with Tahat Renovations LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Jacob Hauptner is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 license with five years of industry experience. His prior roles include positions at Pruco Securities LLC, William Vaughan Company, and Wentz Financial Group. Outside of his advisory work, he is a co-owner of Party Haupper, an equipment rental business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, and offers a broad range of investment and financial planning solutions.

Michael Roderick is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has worked previously with Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. He is also a founder and board member of Embrace the First Step, a nonprofit organization based in New Albany, OH. 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, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that supports both advisory programs and financial product sales.

Nicholas Rupert is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at KEMBA Financial Credit Union, CUSO Financial Services, LP, U.S. Bank, Lendkey Technologies, and Miami University. He is involved with Kemba Wealth Management, a DBA connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Young is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at UBS Financial Services since 2012. He is based in Gahanna, Ohio, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family LLC focused on estate planning and asset protection and provides financing information to support his wife's real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management. The firm integrates proprietary research and institutional trading capabilities within its wealth management platform.

Paul Hedges is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations and is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes firm-approved tools and methodologies such as Global Investment Committee estimates and Monte Carlo simulations in its planning process.

Jennifer Hamilton is a financial advisor with LPL Financial in Utica, Ohio, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments LLC and has been involved with Legend Financial Services since 2022. In addition to her advisory roles, she is also employed by Nationwide Children's Hospital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Vince Finney is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 23 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo Clearing in 2018. Outside of his advisory role, Finney is involved with the Finney Foundation, which issues grants to various charities, and serves as a committee member for the Liberty 2040 Community Committee focusing on local recreational and youth programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Madelynn Banaszak is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets, offering tailored Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses a combination of research, modeling, and tax-efficiency analysis to support its advisory process.

Alexander Miranda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has previously worked at Edward Jones, Bank of America - Merrill Lynch, UBS Financial Services, and other firms. Outside of his advisory role, he is the owner and partner of FitConnect LLC, a technology venture developing a fitness social media app that uses AI to connect gym partners. 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, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Alan Smith is a financial advisor with Morgan Stanley in Columbus, OH. He holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to help clients develop personalized plans.