Jason Gilbert is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he is a co-owner of a business entity that manages office expenses for a shared workspace. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing non-discretionary, research-based recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with professional oversight and emphasizes investments in affiliated funds as part of its comprehensive advisory, brokerage, and insurance solutions.

Paige Henry is a CFP® with over 31 years of industry experience, currently serving with Raymond James Financial since 1999. She is also the president and owner of Riegel Financial CPAs, Inc., an accounting firm focused on tax preparation, planning, and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies supported by analytical and risk-profiling tools.

Neil Lin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, Lin manages real estate through his businesses Lin Enterprise LLC and Lin Hathaway LLC. 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 large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Luis Bautista is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior work includes roles at PPG, Papa John's, and operating an e-commerce store. 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 supported by firm-approved tools and models.

Ryan Hedrick is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, OH, with 7 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop financial plans.

Olga Strasser is a financial advisor with LPL Financial in Columbus, Ohio, holding the ChFC® designation along with Series 66 and Series 63 licenses. She has 20 years of industry experience, including over a decade at MassMutual Investors Services and MassMutual Life Insurance Company prior to joining LPL Financial. Outside of her advisory role, she is a notary and is involved with several business entities for tax purposes and non-investment related activities. LPL Financial serves a broad client base that includes individuals, retirement plans, and institutional clients, offering financial planning, advisory programs, and brokerage services. The firm provides discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jesus Maldonado is a Series 66-credentialed advisor with Ameriprise in Columbus, OH, and has six years of industry experience. Prior to joining Ameriprise in 2021, he held positions at American Honda Motor Company and Honda North America. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Alexander Wasnesky is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, he held positions at firms including Fidelity Investments and Wesbanco Bank Inc. He has also been involved in entrepreneurial activities such as operating Fitness Gurus LLC from 2019 to 2023. J.P. Morgan Securities 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 incorporates an ESG eligibility framework when recommending strategies.

Michael Buehrle is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds the Series 66 designation and has seven years of industry experience. His prior work includes roles at The Kroger Company and University of Dayton, as well as a position with No Name Cowboy, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Nicholas Arena is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2011. He previously worked with Independent Financial Partners from 2011 to 2019. Outside of advisory work, he is involved with Arena and Harrison CPA's INC., providing tax preparation and accounting services. 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 and planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Grant Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop personalized investment strategies. He provides advice on a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to banking and lending services through Bank of America. Grant holds a Bachelor's Degree from The Ohio State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and their families to create strategies aligned with their financial objectives.

Samuel Lyons is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Verizon Wireless. 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 its Wealth Advisors. The firm combines advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nathaniel Whitaker is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Principal Funds Distributor, WisdomTree Asset Management, Foreside Fund Services, and Nationwide Investment Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Todd Gourno is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 19 years of industry experience. He currently works at Cetera and Three Creeks Capital Management, LLC, which he owns. Outside of advising, he owns a real estate business that purchases commercial buildings for business purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, with access to affiliated and third-party managers and over $256 billion in assets under management.

Jonathan Jordan is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Ballet Met for five years and The Washington Ballet for seventeen years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and Secular Return Estimates.

Christopher Simpson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC and Discover Financial Services before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from The Ohio State University with a Bachelor of Science in Business Administration in Finance. Andrew collaborates closely with clients and his team to develop and implement wealth management analyses tailored to individual lifestyle goals. His expertise includes creating highly customized reports that support strategic financial planning. Additionally, he is licensed in life and health insurance and assists in areas such as insurance, annuities, credit and lending, and investments.

Charles Roloson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory work, he has extensive experience managing rental properties over nearly three decades. 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 combines large institutional advisory capabilities with brokerage and investment management services.

Timothy Bartolett is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2020, including a role with Morgan Stanley Private Bank, and previously spent five years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Matthew Thomas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Global Financial Partners LLC and Foresight Marketing, LLC. 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 investment recommendations.