Bryan Heideloff is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held roles at Eagle Valley Construction, Equitable, American Medical Technology Inc, and the University of Notre Dame. 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.

Gary Merryman is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Brian Johnson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Oppenheimer & Co. Inc. Outside of his advisory role, he has been involved with Groveport United Methodist Church, where he manages sound and multimedia for services. 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.

Robert Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Amy Kelly is a CFP® with 19 years of industry experience, currently affiliated with LPL Enterprise. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as managing her own firm, Kelly Financial LLC, since 2019. She serves as president of the Kappa Kappa Gamma Columbus Alumnae Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance products.

Samir Bagga is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tammy Rector is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 1993. Outside of finance, she has experience in the restaurant industry with Levy Restaurants. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Andrew Sasser is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise in 2026, he held roles at Hydraulic Pros LLC, multiple State Farm agencies, and American Modern Insurance. Outside of his advisory work, he coaches sports at Cincinnati Christian School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kelly Halla is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide 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 employs structured planning tools and modeling techniques as part of its financial planning process.

Kerry Mc Mullen is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following 24 years at American Express Financial Advisors Inc. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sean Gibbons is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Advanced Retirement Design and MAI Capital Management, as well as work related to recreational and educational organizations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Mark Hughes is a Series 63-registered financial advisor with Cambridge Investment Research Advisors in Columbus, OH, with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years with Commonwealth Financial Network. Outside of his advisory role, he operates Retirement Wealth Strategies LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through a network of independent Financial Professionals, using proprietary models and third-party strategies tailored to client objectives.

Michelle Mckenzie is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and nine years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Thomas Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mitchell serves on the finance committee of The Country Club at Muirfield Village in Dublin, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and modeling tools but does not provide individual security recommendations as part of standalone planning.

Nickolas Wright is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to this, he spent ten years in the United States Army. He also works as an adjunct professor teaching Personal Finance and Corporate Finance at Columbus State Community College. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Rocky Sandora Jr. is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Julia Brisk is a financial advisor at Morgan Stanley in Columbus, Ohio. She holds a Series 66 designation and has been with Morgan Stanley since 2023, with prior experience at Huntington National Bank and as a student at The Ohio State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and analytical methods such as Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Christopher Gourley is a financial advisor with Edward Jones in Grove City, OH. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, all with Edward Jones since 2013. Outside his advisory role, he is a member of CGBM LLC, a property management business focused on commercial rental properties in Tifton, GA. 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 advisors, offering a range of investment strategies and affiliated financial services.

Rigel Ramirez Olmos is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has held positions at Bank of America, JPMorgan Chase Bank, Equitable Advisors LLC, MITx, and eCornell. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Koehler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Northcoast Research Partners, LLC, and MAI Capital Management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.