Lynn Tramontano is a CFP® professional with 19 years of experience in the financial industry. She has been with Edward Jones since 2011. Outside of her advisory work, she is a 50% partner in 1776 Patriot Properties, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Alexander Fox is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Shane Teach is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked for Huntington Investment Company for 12 years. Outside of his advisory role, Teach streams football video game content on Twitch. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Qiling Ruley is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan since 2017. Outside of her advisory role, she has involvement in several real estate ventures and works part-time as a home health care aide. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Alexis Pennypacker is a Series 66 licensed financial advisor with Edward Jones, based in Westerville, OH, with six years of industry experience. Prior to joining Edward Jones in 2020, Alexis worked at Quicken Loans and held various roles at Ohio University. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Brian Hennessy is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones, Prudential Insurance Company of America, and GE Healthcare. He is also involved with IGG Wealth Advisors, LLC as a financial advisor and planner. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Terry Roberts is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Bank of America, J.P. Morgan Securities, and Fidelity Investments. He served in the United States Army for 14 years. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Baker is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at DHL and Pilot Flying J. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Fichter is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. He is also an insurance agent specializing in life, disability, long-term care, and fixed annuities, and owns Fichter Financial, LLC, an entity created for his financial advisory practice. Mass Mutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using collaborative, software-supported planning methods with optional implementation of recommendations.

Emily Nevergall is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life Securities, Inc. Since 2021, she has also served as the Social Media Manager for Prince of Peace Lutheran Church, managing the church’s presence on various social media platforms. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Christopher Boyd is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 license and bringing 22 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Boyd serves as a board member for the BGCCO Milo-Grogan Holding Company and the BGCCO Milo-Grogan PC Company, charitable organizations supporting youth development programs affiliated with the Boys and Girls Clubs of Central Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm focuses on tailored financial planning and manages approximately $2.74 trillion in client assets.

Jinhee Cho is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at The Huntington Investment Company and JPMorgan SECURITIES LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning and analysis without discretionary trading authority, and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Joseph Adjei Mensah is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2018, following three years at JPMorgan Chase & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Matthew Hewitt is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials and 31 years of industry experience. His prior roles include positions at Nationwide Fund Distributors, Charles Schwab, and multiple J.P. Morgan affiliated firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence and manager solutions team.

Steve Stofflet is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 2005, with a brief tenure at Merrill in 2004-2005. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes specialized capabilities in derivatives and commodities through its broader regulatory registrations.

Craig Clifton is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding ten years of industry experience. He has worked with MetLife Securities and Massachusetts Mutual Life Insurance Company prior to his current role. Outside of advising, he serves as a machine judge assisting electors with voting machines and also works as an independent insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative annual planning with firm-approved software tools and offers specialized programs including divorce planning and event-driven services for estate settlement and employer sponsorship.

Karen Mayet Velasco is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, she spent a year at Broadway Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to develop financial plans.

Beverly Taite is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Huntington Investment Company and PNC Investments. She also spent two years as a family caregiver. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Elizabeth Barger is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 credential and two years of industry experience. Her prior work includes ten years at Morgan Stanley and one year with Morgan Stanley Services Group Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Phil Canady is a financial advisor with Raymond James Financial in Columbus, OH, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved as an officer and partner in Research Management, Inc., an accounting business he has operated since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a non-discretionary planning approach using risk profiling and analytical modeling and uniquely supports municipal and public finance through an affiliated municipal advisor.