Nicolas Switzer is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Uber, Ohio State University Wexner Medical Center, and Amazon. 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 in its recommendations.

Kerima Ratnayaka is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 and Series 63 designations and previously spent ten years in academic roles at The University of Arizona Department of Mathematics. 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. Its Institutional Consulting Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Bryan Heideloff is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held roles at Eagle Valley Construction, Equitable, American Medical Technology Inc, and the University of Notre Dame. 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 in its recommendations.

Ryan Mills is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. His prior work includes roles at The Granville Investment Group, Inc. Mills serves on the Finance and Investment Committee of the Licking County Foundation, where he reviews the investment portfolio and policy statements. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary planning tailored to client goals through analytical tools and supports municipal and public-finance work, alongside specialized advisory programs.

Gary Merryman is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Brian Johnson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Oppenheimer & Co. Inc. Outside of his advisory role, he has been involved with Groveport United Methodist Church, where he manages sound and multimedia for services. 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.

Robert Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Amy Kelly is a CFP® professional with 19 years of experience in the financial industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Budros, Ruhlin & Roe, Inc. Kelly serves as president of the Kappa Kappa Gamma Columbus Alumnae Association, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Tammy Rector is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 1993. Outside of finance, she has experience in the restaurant industry with Levy Restaurants. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Andrew Sasser is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Hydraulic Pros LLC and held roles with State Farm agencies. He is also involved in coaching at Cincinnati Christian School and has outside employment with Amazon. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a broad range of brokerage and insurance products through an integrated platform.

Kelly Halla is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Kerry Mc Mullen is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following 24 years at American Express Financial Advisors Inc. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sean Gibbons is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Advanced Retirement Design and MAI Capital Management, as well as work related to recreational and educational organizations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Angela Owens is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1998. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Hughes is a Series 63-registered financial advisor with Cambridge Investment Research Advisors in Columbus, OH, with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years with Commonwealth Financial Network. Outside of his advisory role, he operates Retirement Wealth Strategies LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through a network of independent Financial Professionals, using proprietary models and third-party strategies tailored to client objectives.

Cierra Hershey is a financial advisor with Ameriprise in Granville, Ohio, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Farmers National Bank, Northwestern Mutual, TJ Maxx, and Northwestern Local Schools. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tek Dangal is a Series 66-licensed financial advisor with J.P. Morgan Securities and has four years of industry experience. He previously worked at UBS Financial Services and has held roles in home care and refugee community organizations. 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 to support customized investment solutions.

Thomas Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mitchell serves on the finance committee of The Country Club at Muirfield Village in Dublin, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and modeling tools but does not provide individual security recommendations as part of standalone planning.

Angela Johnson is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. Her previous roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is engaged as an Amazon Flex contractor in a delivery service capacity. 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 programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise based in Columbus, OH, holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.