Gerald Deignan is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following a brief tenure at Morgan Stanley the same year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and supports client decisions through a non-discretionary program.

Dennis Copeland is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with 14 years of industry experience, all with his current firm since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Brennen Duke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2019, with prior roles at Liberty Mutual Insurance and Riley Hospital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Sparks is a financial advisor at Edelman Financial Engines in Columbus, OH, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at several firms including US Bank, Arvest Wealth Management, and Raymond James Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Eugene Kim is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Bank of America, Tesla, and Ikea. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Brooke Miller is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, Ohio, with six years of industry experience. She previously worked at Morgan Stanley and has experience with Opportunities for Ohioans with Disabilities and Renton Technical College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines systematic quantitative screening with qualitative research and includes ESG eligibility frameworks.

Dana Hinderliter is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She previously worked at Morgan Stanley for nine years and Merrill Lynch/Bank of America for ten years. Outside of her advisory role, she assists with catering at a family-owned deli during the holidays and works as an independent skin care consultant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Mark Arbogast is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, following a year at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates ESG criteria within its model asset allocations.

Charles Sampson is a financial advisor at Charles Schwab in Columbus, OH, holding Series 63 and Series 66 credentials with 34 years of industry experience. His career includes ten years at Scottrade, Inc., and brief tenures at Huntington Investment Company and The Huntington National Bank before joining Charles Schwab in 2019. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage operations.

Stacey Maham is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2014. Maham serves as Treasurer and board member of the Columbus Medical Research Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Girard Henry is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, and a one-year position at Lyft from 2023 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Anthony Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007 and also operates Miller Financial, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals and multiple platforms.

Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

Hannah Nordin is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with one year of industry experience. She holds a Series 66 credential and has prior experience at JPMorgan Chase Bank, N.A., as well as work related to The Ohio State University’s Fisher College of Business. Outside of finance, she has worked in the restaurant and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through advisory programs focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

John Natale is a financial advisor at Ameriprise with 12 years of industry experience. He has held roles at JPMorgan Investment Management and Diamond Hill prior to joining Ameriprise in 2020. Natale is a co-owner of Cortile, LLC, which manages Ameriprise business activities. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Alexander Whitney is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles at The Ohio State University, Towne Construction Services, and Beechmont Investments Inc. Outside of advising, he operates freelance video editing and online selling businesses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christian Laver is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 63 designation and has 43 years of industry experience, including 37 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is involved in insurance and benefits services and owns several small businesses. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

Charles Gibson is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials with 24 years of industry experience. He has worked at several firms including Chase Investment Services Corp., U.S. Bancorp Investments, National Planning Corporation, and Banc One Securities Corporation prior to joining J.P. Morgan Securities in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

James Bardash is a financial advisor with Equitable Advisors in Powell, Ohio, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with Equitable Advisors since 2008, and previously with Axa Advisors and Signator Investors. He is also licensed as an attorney and holds a limited-use notary public license, with occasional involvement in life settlement transactions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party programs to tailor investment solutions for its clients.

Maxwell Prentis is a financial advisor with Ameriprise who holds a Series 66 credential and has five years of industry experience. His prior roles include positions at Merrill and Merrill Lynch. Outside of finance, he has been involved in real estate ownership unrelated to his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, third-party data, and algorithmic tools to provide tailored recommendations.