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 Series 66 credentialed advisor with two years of industry experience, currently with LPL Enterprise. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Instinctive Wealth LLC, and Great American Insurance Group. Fowler is also the owner of Instinctive Wealth LLC, where he manages business operations, research, and marketing activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, model portfolio programs, and third-party asset management.

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 with LPL Financial who holds a Series 65 designation and has nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors and World Financial Group from 2016 to 2023. He is also involved in tax preparation and accounting through his business Jeremiah Nguapha LLC and manages accounting functions for the nonprofit Asia's Hope. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research to support diversified investment strategies.

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 at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan entities since 2015, currently based in Columbus, OH. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Aaron Phillips is a financial advisor with LPL Enterprise in Columbus, OH. He holds the Series 66 designation and has one year of industry experience. Outside of his advisory role, Phillips is involved with the Somali Education and Resource Center and is the owner and author of Aaron's Artisan Articles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio access, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

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.

Anthony Covelli is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. His career includes multiple roles within the J.P. Morgan organization since 2015. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its recommendations.

Raquel Quinn is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving 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 large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by in-house due diligence and an ESG eligibility process.

Christopher Bradley is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including roles at LPL Financial, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. He is currently based in New Albany, OH. 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 emphasizes collaborative, annual financial planning engagements using firm-approved tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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.

Danielle Nichols is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and having 2 years of industry experience. She previously worked for First Federal Savings and Loan Association of Newark for 12 years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored agreements.

Nathan Adams is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and previously worked in management roles at State Farm and owned the Tony Adams Insurance Agency. Outside of advising, Adams serves as a board member for Licking County Crime Stoppers and coaches 7th grade basketball locally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Josh Dannemiller is a Financial Consultant currently working at Fidelity since 2022. He collaborates with individuals and families to design and implement financial plans aimed at meeting their financial goals. Prior to this role, he served as a Financial Advisor at Merrill Lynch from 2020 to 2022 and worked as a Product Specialist at Huntington Financial Advisors from 2017 to 2020. His professional experience spans various facets of financial advising and product specialization. Outside of his professional career, Josh enjoys spending time with friends, attending social events, watching movies, engaging in outdoor adventures, parenthood, reading, and traveling.

William Morrison is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work history includes positions at AmeriTrust Insurance and Crate & Barrel. 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. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Casey Hendrickson is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Carillon Tower Advisers, Inc. and Carillon Fund Distributors, Inc. for eight years. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, and offers services including sub-advisory, retirement plans, and tax-aware portfolio management.

David Scott is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previous work history at LGS Staffing, American Income Life, and Vertiv Co. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.