Julia Osborn is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at JP Morgan Chase for five years and was employed at Miami University for four years. Osborn is also involved with COLAMP LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Stephen Finley is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2018, following roles at Dawson and Menards. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual 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 conversations and firm-approved tools, incorporating market return estimates and simulations to model outcomes.

Jennifer Otineru is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at JPMorgan Chase Bank since 2012 and has been with J.P. Morgan Securities since 2015. Earlier in her career, she was involved with Canal Winchester Athletics from 2017 to 2018. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jonathan Meenach is a financial advisor with Edward Jones in Ashville, OH, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. In addition to his advisory role, Meenach maintains a farm property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

James Ward is a financial advisor with Edward Jones in Buckeye Lake, Ohio, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Boeing Company for eleven years. Outside of his advisory role, Ward serves as Treasurer on the Board of Directors for Licking Memorial Hospital and owns a small family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Asli Dolucan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked within various divisions of J.P. Morgan since 2007, including JP Morgan Chase Bank N.A. and J.P. Morgan Securities. 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 operations with brokerage, distribution, and investment management capabilities.

Aivaras Kaskonas is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Cody Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Buildings and Builders Company and 5th Ave Lumber Company/Strait and Lamp Group. He was formerly involved in several entrepreneurial ventures, including ownership of a digital entertainment business and a branded apparel company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as its affiliated investment capabilities.

William Talbott is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Wells Fargo Clearing Services LLC, Cetera Financial Group, and Pacific Oak Capital Markets. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting based on a combination of quantitative modeling and centralized due diligence.

Chad Heisey is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Tailored Management, Lululemon, UPS, Amazon, and held positions at Ohio State University and Columbus State. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and financial planning services.

Timothy Byers is a financial advisor at Edward Jones in Lancaster, OH, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Victoria Hayward is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Kenneth Farmer is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019 and previously spent one year at Macy’s Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jolie Houghtaling is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. in multiple roles since 2018. Prior to her financial career, she was involved with Rezults Downtown Fitness. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andrew Croop is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience and previously worked at Nationwide Mutual Insurance Co. and VALIC Financial Advisors. Outside of finance, he serves as a Guest Service Representative for athletic events at The Ohio State University. J.P. Morgan Securities primarily provides investment consulting and advisory services 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.

Elexis Winbush is a financial advisor at Morgan Stanley in Columbus, OH, with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Services Group, Inc. Prior to that, she was employed at Discover Financial Services and UnitedHealthcare. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Allan Covert is a financial advisor at Morgan Stanley with 17 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley and its Private Bank in 2019. He holds a Series 66 designation and is based in Columbus, Ohio. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Amanda Loebrich is a financial advisor with J.P. Morgan Securities in Dayton, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Erik Zwilling is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a decade at Bank of America and Merrill. He is based in Dublin, Ohio. 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 a structured financial planning process supported by tools such as Monte Carlo simulations and secular return estimates.

Michael Schmeling is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, the Ohio Secretary of State, The Union Bank Company, and Huntington National Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.