Brady Eller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities since 2015. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Johnie Barker II is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Barker serves on the Ethics Committee of American Research Labs, LLC, providing guidance on participant engagement and ensuring study materials are accessible to non-scientific audiences. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm is noted for its extensive network of advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.

Daniel Hilber is a financial advisor at Morgan Stanley with 2 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans that incorporate firm-approved tools and market simulations.

Derek Sears is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services for nine years and has been associated with KEMBA Financial Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Scheffler is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, E*TRADE Securities, and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisors.

Ashley Fellers is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. Prior to this, Fellers worked at Edward Jones for nine years and Merrill for one year. Outside of advising, Fellers is president of Trailhead Financial Partners, an independent insurance agency, and serves as secretary for the Commerce Village Condo Association board. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment solutions through its network of independent financial professionals, combining proprietary strategies and third-party managers across multiple platform arrangements.

Jovonni Auddino is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Anthony Mastro. 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 applying an ESG eligibility framework when recommending strategies.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. He has previously worked with Nationwide Investment Services Corp and JPMorgan Chase Bank, N.A. Outside of his advisory role, Blotner is involved with the Society for American Baseball Research as an unpaid freelance writer and has performed as a singer and karaoke host at The Dolphin Lounge. 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 an ESG eligibility framework in its recommendations.

Trevor Steyn is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles across logistics, healthcare, and consulting firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Andrew Larned is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his financial advisory work, he owns and operates several businesses, including an indoor baseball facility and a business advisory role at EarthPeak Organics. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and supports various advisory programs and institutional consulting services.

Kylee Rogers is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Klaus Financial Services, LLC. Outside of finance, she has been involved with Double Eagle Golf Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 advisors.

David Patch is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2009. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Jennifer Funk is a Series 66-credentialed advisor with 18 years of industry experience. She has been with J.P. Morgan Securities in Columbus, OH since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Methe is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 6 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with input from its Global Investment Committee.

William Lenzotti is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63, 65, and 66 licenses with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Key Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable and JPMorgan Chase Bank, N.A. He has also been involved with JDJ Bernards Inn LLC and the Providence Community Pool. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Kenneth Fowler is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Great American Insurance Group, and he is also the owner of Instinctive Wealth LLC, where he manages business operations and develops content and events. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Taylor Hedric is a financial advisor with Ameriprise in Blacklick, OH, holding a Series 66 designation and 11 years of industry experience. His work history includes nine years at JP Morgan Securities LLC and two years at The Huntington Investment Company prior to joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes dependable income sources and tax-aware withdrawal strategies, operating within a product ecosystem that includes affiliated sub-advised options and managed account solutions.

John Schoessel is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at UBS Financial Services and The 33rd Team. Outside of finance, he has been involved with Father Son Sports Cards And Collectibles. 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 an ESG eligibility framework.

Nicole Edwards is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.