Christopher Wehrum is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation. He has been with Ameriprise since 2026 and has previous work experience at Penske Entertainment, Rowe House Rentals, Hagerty Insurance, TEGNA Inc., and Dennison Renal Care Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

William Lacure is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Nationwide Life and Annuity, Wealthvest, and Pacific Select Distributors. Lacure is based in Columbus, Ohio. 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.

Mary Byers is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Jones is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Raymond James & Associates, Bank of America, Merrill, Allstate Insurance Company, Aptus Marketing, OneAmerica Securities, and State Life Insurance Co. He is a member of the Richland County Chamber of Commerce, a community organization focused on local business and economic development. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Stacy Mc Corkle is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles within J.P. Morgan affiliates since 2017 and prior experience at LPL Financial. Outside of her advisory work, she is a sales consultant for Norwex USA, Inc., a company specializing in home cleaning and personal care products. 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 delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Duane Umphress II is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he bartends and serves at Grandad's Pizza & Pub in Columbus, Ohio. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Ian Reilly is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Nationwide Retirement and Thrivent. Outside of finance, he was involved with Oh Pizza & Brew for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Christopher Cooper is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in home lending and financial services roles at firms including Chase Home Lending and Nationwide. 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 through a large network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Keegan Parsons is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes multiple roles within JPMorgan Securities and JP Morgan Chase since 2017, as well as prior experience at Prescription Hope and Otterbein University. 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 applying an ESG eligibility framework in its recommendations.

Jeffrey Matthews is a CFP® professional with 20 years of experience in the financial industry. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, covering areas such as retirement, education, risk, wealth transfer, and specialized planning needs.

Jamie Robertson is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with 12 years of industry experience at the firm. Outside of his advisory role, he operates a sole proprietorship in the recreation sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Luke Dawson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in educational and community settings, including Ohio State University and local schools. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through a variety of financial planning and investment approaches.

Christian Rether is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Edward Jones, Ameriprise Financial Services, JP Morgan Securities, and The Pension Group. Rether is based in Columbus, OH. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Stephen Mc Graw is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at various J.P. Morgan entities since 2014, including JPMorgan Securities LLC and JPMorgan Chase Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kelly Dewey is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with 12 years of industry experience. Dewey has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Cody Congemi is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has work history including roles at Lariccia's Italian Market and the Canfield Baseball Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to support clients in developing financial plans.

Tejas Sinha is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, LPL Enterprise, Prudential Insurance, and participation in the Professional Golf Tour of India. 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 support client decisions.

Kevin Duke Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at Huntington National Bank and The Huntington Investment Company. Outside of finance, he is an owner and partner of Midwest Jersey Plug LLC, a sports apparel resale business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Nicolas Switzer is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Uber, Ohio State University Wexner Medical Center, and Amazon. 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.

Kerima Ratnayaka is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 and Series 63 designations and previously spent ten years in academic roles at The University of Arizona Department of Mathematics. 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. Its Institutional Consulting Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.