Travis Beckett is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on providing clients with personalized financial advice, emphasizing tax-efficient investing and charitable giving aligned with clients' core values. Before joining Fidelity, Travis worked at J.P. Morgan Chase Bank N.A. from 2018 to 2023. He served as a Private Client Banker from 2018 to 2022 and then as a Private Client Financial Advisor from 2022 to 2023. During his tenure, Travis guided families through complex markets and purposeful financial planning. Outside of his professional career, Travis enjoys activities such as CrossFit, golf, spending time with his family, and social events with friends.

Heath Horning is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank LLC 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. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program where clients retain final decision authority.

Eugene Burson is a financial advisor with UBS Financial Services in New Albany, OH, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients' goals and risk tolerances.

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 with Edward Jones in Westerville, OH, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a non-scientist board member on the Ethics Committee of American Research Labs, providing guidance on participant engagement and study materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at LPL Financial with nine years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP for nine years and has been affiliated with KEMBA Financial Credit Union for over a decade. He is involved with KEMBA Financial Credit Union in a financial institution role. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research resources.

Norita Webb is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 1976. 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

James Thomas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ashley Fellers is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2020 and previously spent nine years at Edward Jones. Outside of her advisory role, she serves as president of Trailhead Financial Partners, an independent insurance agency, and is a board secretary for the Commerce Village Condo Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, supporting both discretionary and non-discretionary strategies across multiple platforms.

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 Series 66-licensed financial advisor with Raymond James Financial, based in New Albany, Ohio, and has 17 years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for a combined 10 years. Outside of his advisory role, he owns and operates several businesses, including an indoor baseball facility and a consulting role with EarthPeak Organics. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and supports implementation via brokerage, advisory accounts, and outside managers, with a notable portion of its business conducted on a non-discretionary basis.

Jasmine Mcgimpsey is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, and Fifth Third Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, written retirement income plans and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Kylee Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in both financial services and the golf club industry, including positions at Klaus Financial Services, LLC and Double Eagle Golf Club. Rogers completed her education at Miami University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

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.