Stephanie Quick is a financial advisor at Robert W. Baird & Co. with 9 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group provides tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, utilizing a range of investment strategies and overlay services.

Adam Vanderhorst is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in selling health insurance through Vanderhorst Financial Services. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to investment products through an integrated platform.

Phillip Pinedo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Janney Montgomery Scott. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, research-driven approach that incorporates ESG criteria and centralized due diligence. The firm operates within a broader banking and broker-dealer organization and offers access to a range of investment strategies and products.

Kyle Germann is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having two years of industry experience. His work background includes roles at JPMorgan Chase Bank, Firekeepers Casino & Hotel, and Ohio State University. 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 an ESG eligibility framework. The firm operates through a select group of Wealth Advisors and offers services on a non-discretionary basis.

Charles Kern is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He has worked at several firms including Charles Schwab & Co., Northwestern Mutual, and KeyBank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Brooke Roth is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities, she worked at U.S. Bancorp Investments and U.S. Bank. Outside of her advisory role, she owns and operates an e-commerce business selling used women’s clothing and accessories. 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.

Chad Miller is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and beginning his advisory career in 2025. He has been with JPMORGAN Chase Bank, N.A. since 2007. Outside of his advisory role, he serves as a board member, secretary, and fiscal officer for The Galion Port Authority. 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 non-discretionary program.

Erik Varhus is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2006. 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, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of product types including security-based swaps and futures.

Amanda Johnson is a Series 66 licensed financial advisor with Edward Jones in Granville, OH, where she has worked since 2019. She has six years of industry experience, including prior roles at Insulet and Orthofix. Amanda and her husband Joe co-own their Edward Jones 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 nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Tanner Williams is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Central Ohio Tech Solutions and Ohio University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process that includes the use of approved analytical tools and investment models.

Kyle Sanford is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has been associated with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, while also managing fund advisory and consulting services.

Kimberly Emerson is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning supported by firm-approved tools and modeling techniques.

Mark Gamble Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously held roles at JPMorgan Chase Bank and Sojourner Recovery. 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 when recommending investment strategies.

Benjamin Richards is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments and U.S. Bank. J.P. Morgan Securities provides institutional consulting services to clients such as 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, delivering recommendations on a non-discretionary basis.

Devon Payne is a financial advisor with Robert W. Baird & Co. in Westerville, OH, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2016 and previously worked at Rusty Bucket Tavern for 11 years. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Jonathan Cosner is a Series 66-licensed financial advisor with 10 years of industry experience, currently practicing at Charles Schwab in Columbus, OH. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, Nationwide Investment Services Corporation, and Young Wealth Management. Outside of financial advising, he creates and sells educational content on the online platform teacherspayteachers.com. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investments within an integrated operational structure.

Keith Mc Caslin is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jonathan Fernandez is a Series 66-licensed advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held positions at JPMorgan Chase Bank and Wendy’s. J.P. Morgan Securities provides investment consulting and advisory services primarily 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 strategies.

Ashton Texas is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has been with Equitable since 2023. His prior work includes roles in various sectors such as security, retail, and university residential living. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through partnerships with LPL and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Jonathan Brofford is a financial advisor at Morgan Stanley in Columbus, Ohio, holding Series 63, 65, and 66 designations with 14 years of industry experience. He was self-employed from 2012 to 2024 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory services.