David Patch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2009. Prior to joining J.P. Morgan, he worked at Ameriprise from 2007 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Jennifer Funk is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2008 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated investment-management entities.

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.

Suzette Dybiec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advising, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

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, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working with Providence Community Pool. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team and incorporating quantitative and qualitative research.

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.

David Baker is a financial advisor at Edward Jones with 31 years of industry experience. He holds a Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

John Schoessel is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative due diligence, with recommendations incorporating ESG considerations and supported by affiliates offering implementation and portfolio services.

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.

Sathaporn Nguapha is a financial advisor at LPL Financial with 10 years of industry experience and holds a Series 65 designation. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors and World Financial Group for seven years. Outside of his advisory role, he is involved in managing the accounting function for Asia's Hope, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining traditional and alternative investment strategies supported by advanced operational and research tools.

Patrick Mccormick is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he was employed at TIAA-CREF from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management and uses a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios with risk management and tax-aware strategies.

Edward Painvin is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Ameriprise since 2022 and previously was with Tembo Wealth Management, LLC and the Ohio Public Employees Retirement System. He serves as President of the Estates at Olde Orchard Farms HOA and Treasurer of the NIHA Board. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering written recommendations that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary retirement income plans.

Justin Burkhart is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015, including prior roles at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and it offers broader derivatives and commodities capabilities through unique regulatory registrations.

Aaron Phillips is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked in various roles across multiple industries. He is also involved with the Somali Education and Resource Center and is the owner and author of Aaron's Artisan Articles. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities, using a model-driven investment approach with access to third-party asset managers and financial planning resources.

Michael Mc Ginnis is a financial advisor at Edward Jones in Gahanna, OH, with eight years of industry experience. He holds the Series 66 designation and previously worked at American Municipal Power. He has been with Edward Jones since 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raquel Quinn is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Christopher Bradley is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 27 years of industry experience, with prior roles at LPL Financial, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. since 2004. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved tools.

Jonathan Young is a Financial Advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Young serves on the investment committee of the Columbus Jewish Foundation and acts as a trustee for multiple trusts. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but generally does not provide individual security recommendations as part of standalone plans.