Jeff Bonhomme is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank, Amazon.com Inc, and PNC Investments 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 broker-dealer and investment adviser registrations to serve its clients.

Conor Lyons is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several J.P. Morgan affiliates as well as Federated Hermes. Outside of finance, he has experience in the food service industry, notably working at Peppi's Old Tyme Sandwich Shoppe. 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 an ESG eligibility framework in its recommendations.

Elwood Kissell Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014. Kissell also co-owns The Kissell and Kapp, 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and a centralized due-diligence framework.

Brenda Moore is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Monte Carlo simulations and Secular Return Estimates to model outcomes.

Bruno Pellegrini is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a prior role at Teepublic from 2023 to 2024. He is based in Columbus, Ohio. 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 services.

Dominique Di Sabato is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and seven years of experience at Morgan Stanley. Prior to this, Di Sabato worked at US Bank and has been involved with College Traditions for over a decade in a retail sales role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Brittany Prevo is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has eight years of industry experience. She previously worked at Morgan Stanley before joining J.P. Morgan Securities in 2017 and has been with JPMorgan Chase Bank, N.A. since 2025. Outside of her advisory role, she has worked as a contractor for DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with due diligence and an ESG eligibility framework in its recommendations.

Brian Moore is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

David Rothstein is a Series 66-licensed financial advisor with Ameriprise Financial Services in Columbus, OH, bringing nine years of industry experience. He has served at Ameriprise since 2017 and previously worked at Ohio University. Rothstein is a member of the Ohio University Department of Finance Advisory Council and chairs the Investment Committee for the Foundation Planned Giving Committee at JewishColumbus. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates internal investment research and third-party data within a product ecosystem that includes affiliated sub-advised options and managed accounts.

Timothy Webster is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and was previously with JPMorgan Chase from 2009 to 2018. He holds the Series 66 designation and is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm emphasizes ESG eligibility in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2010. 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.

Ethan Adkins is a financial advisor with LPL Financial based in Columbus, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at the Columbus Country Club and has experience with several local businesses, including Swensons Drive Ins and Young Brothers Contracting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

Jacob Plahovinsak is a financial advisor with Osaic, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Morgan Stanley, Vorisek Financial, and FSC Securities Corporation. Outside of advising, he co-owns LongCat3D, an Etsy-based 3D printing business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Jon Cleary is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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, and manages approximately $2.74 trillion in client assets.

Cynthia Stemple is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and offering 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012 and also worked at Morgan Stanley Services Group Inc. from 2017 to 2019. Outside of her advisory role, she serves as an ambassador for the Head & Neck Cancer Alliance and is a non-scientist review board member for The Ohio State University Cancer Institutional Review Board, engaging in community education and medical review activities related to cancer. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory programs. The firm uses structured discovery processes and planning tools to develop tailored financial plans and manages a broad range of assets and investment offerings.

Donald Nye III is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His career includes roles at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. prior to joining his current firm. 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 guide investment recommendations.

John Bedros is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Wings Financial Credit Union. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, using structured planning tools and market modeling techniques.

Jody Scheiman is a financial advisor at Stifel with 43 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2005. Scheiman serves as a board member of the Center for Healthy Families, working with pregnant and parenting teens in minority neighborhoods in Columbus, Ohio. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing frameworks for client decision-making.

Yunsheng Zhu is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials. Zhu has been in the industry since 2024, with prior experience at Valeo Financial Advisors LLC and Yong' An Futures. Outside of finance, Zhu had a role with Sunny Poke & Tea in 2022. 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.

Brian Wright is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at the Ohio Public Employees Retirement System for eight years. He also serves as an adjunct professor at Ohio University and works as a contractor for Columbus State Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by technology and research, serving clients through both individual and corporate financial planning arrangements.