Lynn Heatwole is a financial advisor at Stifel with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of her advisory role, she is the sole owner of Welsh Hills Hops LLC, a farming business that supplies hops to local breweries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Valeria Marcu is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Her career includes roles at multiple J.P. Morgan affiliates since 2022 and prior experience at Northwestern Mutual. 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. The firm offers non-discretionary advisory services focused on approved funds and strategies within a broad broker-dealer and banking organization.

Jennifer Deck is a CFP®-certified financial advisor with seven years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Lansing Trade Group and Interstate Commodities Inc. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Hassan Lamei is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at CarMax and Kohl’s. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Chase Boyd is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley and J.P. Morgan entities, as well as a position at Phyton Talent Advisors and earlier employment with H and H Land Clearing and Tiffin University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Sara Canterbury is a financial advisor with Mass Mutual Investors Services in Bexley, Ohio, holding CFP® and Series 63 designations and possessing 17 years of industry experience. She has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2009 and previously spent 16 years at Pottery Barn. Additionally, Canterbury is engaged in life, health, disability, long-term care, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools and offers a range of event-driven planning programs alongside educational seminars.

Jessica Ritter is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior work includes roles at Thrivent Financial, T3 Performance-Sporting Columbus, and several positions in healthcare and family services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option.

Holly Neville is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also maintaining a long tenure at JPMorgan Chase Bank since 2001. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Adam Gibbs is a financial advisor at Edward Jones in Granville, OH, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a co-owner of a rental property in Newark, OH. Edward Jones is a full-service wealth management firm serving more than 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.

Beth Newland is a financial advisor with Thrivent Investment Management in Reynoldsburg, OH, holding a Series 66 designation and five years of industry experience. She has been with Thrivent and its affiliated entities since 2020 and previously worked for Child Care Resources, Inc. and Zane State College. Outside of her advisory role, Newland serves as a board member of the Bethel Community Center and participates on the mission committee of North Terrace Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple areas such as retirement, tax, and estate planning, without offering portfolio management or institutional advisory selection.

Lajonte Wilson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions with Cxloyalty and JPMorgan Chase Bank, N.A. 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 incorporating an ESG eligibility framework in its recommendations.

Evan Schmidt is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at TBF Financial, LLC for one year. He has also been involved with a business called Junk Remedy at various times. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Bauer is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Merrill since 2017 and previously held positions at Santander Securities LLC and Flushing Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Majid Zibaie is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to his role at Morgan Stanley, he worked in the restaurant and bar industry, including five years at Cap City Fine Diner and Bar and the same duration at Hamiltons Pub Bar and Grill. He remains involved as an employee at Cap City Fine Diner and Bar outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and analysis but generally acts in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Brian Weibel is a CFP® with 11 years of experience in the financial industry. He has been with Edward Jones since 2014, working in their Columbus, OH office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Scott Conrad is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. He previously worked at J.P. Morgan Securities from 2016 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, Conrad serves as a bowling coach for Reynoldsburg City Schools. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Zachary Hummel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and one year of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., Symphony Financial/LPL, and Heat Archive. 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 to inform its recommendations.

Justin De Vilbiss is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, DoorDash, and several other organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.

Eric Walsh is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Columbus, OH, with 14 years of industry experience. He previously worked at PNC Investments for five years and has served as a sports referee for Grove City Parks and Recreation since 2018. Outside of finance, he provides rideshare services as an independent contractor. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Kelly Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.