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.

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.

Luke Recker is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, and he has involvement with Benton Ridge Telephone Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Stanley Weiland is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Eaton Vance. He is also involved in health insurance sales outside of his advisory work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Philip Shively is a financial advisor at LPL Financial in Columbus, OH, with 41 years of industry experience. He has held positions at LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1995 and at Society National Bank since 1987. He holds a Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment solutions that include model portfolios, retirement plan consulting, and participant advice programs.

Robyn Harper is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 18 years of industry experience. Her prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, and The Huntington Investment Company. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Zhongqi Zhang is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, having previously worked at firms including Morgan Stanley and E*TRADE Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer non-discretionary advice focused on approved funds and strategies.

Michael Kerr is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following roles in the restaurant and financial services sectors. Outside of advising, he is involved in managing a real estate business through Frostbridge, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Johnathan Frankel is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner and silent partner in DMD Gyms, LLC (operating as Gold's Gym), and a partial owner of Dyno Climb, LLC, a family-owned rock climbing and fitness gym. 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. The firm integrates institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Begley is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His professional background includes insurance-related activities affiliated with Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Hakam Abu Rizeq is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Axelon Services. Outside of his advisory role, he is the owner of Woody Woody LLC, a business focused on creating and selling wood art. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with J.P. Morgan’s broader broker-dealer and banking organization.

Fred Minich is a CERTIFIED FINANCIAL PLANNER™ professional at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Based in Upper Arlington, OH, Minich holds Series 63 and CFP® designations. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sean Mc Evoy is a financial advisor with LPL Financial in Columbus, OH, holding CFP® and ChFC® designations and over 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services, and he currently is involved with Haverford Investment Management. Outside of financial advising, he is employed with the Upper Arlington United Soccer Club and Hastings Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Watson is a financial advisor based in Columbus, OH, affiliated with Charles Schwab. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Schwab in 2017, he worked for The Huntington Investment Company for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Jeffrey Janosick is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. Outside of his advisory role, he is involved with MedMyWay, LLC, a health and Medicare insurance brokerage, and manages Ridgewood Ventures, a holding company for his insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.