Yuenchuen Wu is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Prior to joining Morgan Stanley in 2021, Wu worked at CF Bank, JPMorgan Securities LLC, and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Rachel Unangst is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions in healthcare and rehabilitation services and is also involved with Easy Peasy Lemonade LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, noted for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Jason Haunty is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at TDAmeritrade Inc. from 2013 to 2022 before joining Charles Schwab and Co., Inc. in 2022 and Charles Schwab Bank SSB in 2024. Charles Schwab & Co., Inc. serves a large client base, 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 blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Amanda Joseph is a ChFC® credentialed advisor at Raymond James Financial with 14 years of industry experience. She has worked at Logan and Reed Wealth Partners since 2024 and has been with Raymond James Financial Services, Inc. since 2011. Outside of her advisory work, she serves as Treasurer for the Hilliard Weaver Middle School Parent Teacher Organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Priyanka Sheth is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and has held consulting and technology roles. 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.

Hunter Sprankle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank, N.A. Outside of finance, he has experience working in the restaurant industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and manager due diligence as part of its investment process.

Christina Lawson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior experience at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC 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 in its recommendations.

Mary Ann Wireman is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Brandon Baxter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he is involved with Kemba Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research from LPL and third-party subadvisors.

Peter Cooper Jr. is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated bank since 2004. Based in Columbus, OH, his career has been dedicated to serving clients within this large institutional firm. Charles Schwab & Co., Inc. serves a broad client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, delivering multi-asset model portfolios, written advice policies, and dedicated due diligence on alternative investments.

Tausha Pape is a financial advisor with Morgan Stanley in Columbus, OH, holding four years of industry experience. Her prior roles include positions at Huntington National Bank and Computing Concepts Inc. She has been with Morgan Stanley since 2019, including work with the Morgan Stanley Services Group since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Jedidiah Adarquah Yiadom is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. since 2021 and has prior experience at TCP Asset Management, Securities America Inc, Amway, and Uber. 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. The firm offers non-discretionary advisory services delivered by select Wealth Advisors within the broader J.P. Morgan organization.

Deborah Hivnor is a financial advisor with Primerica Advisors in Columbus, OH, holding over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1986. Her other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Luke Maynard is a financial advisor at Morgan Stanley with a Series 66 credential and one year of experience in the industry. His prior work includes roles at Scioto Country Club and Shuttleworth and Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a wide range of investment and financial services.

Eric Beckman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, following roles at Nationwide Investment Services Corp, Huntington National Bank, and other firms. Beckman has also been involved in a non-investment business as an employee at 123115, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a notable Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware strategies. The firm uses proprietary research and third-party data to deliver tailored retirement solutions within a defined investment framework.

Douglas Rose is a CFP® with 36 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at Wells Fargo Clearing and LPL Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering quantitative asset-allocation advice and customized performance reporting on a non-discretionary basis.

Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Tonya Hammonds is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. since 2014 and a two-year position at NK Telco Sports. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Musa Jallow is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase. Outside of his advisory work, he is also an Uber driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jillian Zabrosky is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and four years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and CPGT LLC. She also has experience outside finance working at Brother's Lounge and Maple Star Farm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.