Brenden Marzano is a financial advisor at J.P. Morgan Securities with Series 66 credentials and less than one year of industry experience. His prior work includes positions at Equitable Advisors, Aml Rightsource, and JPMorgan Chase Bank, N.A. He also has a background with Cedarville University and involvement in youth soccer activities. 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.

Lynn Heatwole is a financial advisor at Stifel with Series 63 and Series 65 licenses and 42 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of her advisory work, 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 municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

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.

Rebecca Singer is a financial advisor at UBS Financial Services in Columbus, OH, with 10 years of industry experience. She has been with UBS Financial Services since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

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.

Sonya Younker is a financial advisor at Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation with 18 years of industry experience. She has worked within Wells Fargo’s affiliated firms since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to tailor recommendations for clients who meet a net-worth threshold.

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.

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.

Isaiah Speelman is a financial advisor at Edward Jones in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and other firms. He also has involvement with ZAY323, LLC, an entrepreneurial venture. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Weibel is a CFP® professional with 12 years of experience in financial advising, currently with Edward Jones since 2014. He is based in Columbus, OH, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by one of the largest networks of financial advisors and branches in the industry.

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, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Doordash, and involvement with a tutoring service and a student federal credit union. 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 in their recommendations.

Eric Walsh is a financial advisor with J.P. Morgan Securities LLC in Columbus, Ohio. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at PNC Investments and Wells Fargo Clearing. Outside of finance, he serves as a sports referee for Grove City Parks and Recreation, officiating various youth sporting events. J.P. Morgan Securities 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.

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.

Nathan Stevens is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at J.P. Morgan, Wells Fargo, and PNC Investments. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab’s research and alternative investment programs.