Michael Lutz is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Macy's and Bru Burger Bar, in addition to positions at several financial institutions such as JPMorgan Chase Bank and Huntington Bank. 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. The firm incorporates an ESG eligibility framework and offers a range of investment solutions through a non-discretionary advisory approach.

Keith Conn is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he serves on the London Ohio Civil Service Commission Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate partnerships.

Olusheye Ayeni is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at Amazon Com Inc LLC, Eco Bank Nigeria Plc, and Access Bank Plc. Outside of his advisory role, he has worked as a contractor for Grubhub and Doordash Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions supported by firm-approved tools and methodologies.

Erin Vogel is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, with seven years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with final decision-making authority retained by clients.

Andrew Buck is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. He has concurrently worked at Legend SC LLC as a head coach for two club sports teams since 2021. 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 manager due diligence and incorporating an ESG eligibility framework in its recommendations.

Max Thompson 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 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Craig Jefferis is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price Advisory Services and Morgan Stanley. He is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

Michael Fosson is a financial advisor at LPL Financial in Columbus, Ohio, holding a Series 66 designation with 14 years of industry experience. He previously worked for J.P. Morgan Securities for 13 years before joining LPL Financial in 2025. Fosson is also involved as a non-variable insurance agent with Vanbridge. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology solutions.

Mayur Shah is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Advisor and PRUCO Securities for ten years before joining J.P. Morgan in 2022. Outside of his advisory role, he participates in an investment club with four other members where they collaboratively analyze and vote on investment decisions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative modeling combined with centralized due diligence and applies an ESG framework in its recommendations.

Amy Hoovler is a financial advisor with Cetera, holding a Series 66 designation and over 11 years of industry experience. She has been affiliated with Cetera and its related entities since 2014 and operates Hoovler Financial Group, LLC. Outside of her advisory work, Hoovler serves as director of music at Pataskala United Methodist Church and holds leadership roles on several nonprofit boards, including as president of the Southwest Licking Educational Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Alan Lang is a financial advisor with Charles Schwab in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His career includes prior roles at TD Ameritrade and Merrill, with a continuous history in financial services since 2014. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by its Center for Financial Research.

Kyle Leadbetter is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Nolan Cox is a financial advisor with Edward Jones in Granville, OH, holding a Series 66 license and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a cattle operation in Kimbolton, OH, where he manages livestock and related farm activities. 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 supported by a nationwide network of more than 23,000 financial advisors.

Chase Rankin is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he spent ten years at Chuy's. Outside of his advisory role, he is the sole proprietor of Property Chasers LLC, a real estate business engaged in property management and sales activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Benjamin Ferguson is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services supported by tools such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning solutions.

Kelly Willmer is a financial advisor at Morgan Stanley in Columbus, Ohio, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2019. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Andrew Brate is a financial advisor with Ameriprise in Baltimore, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory work, he serves as Financial Secretary on the board of Faith Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Bauers is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2024. His prior experience includes 15 years at Raymond James Financial and 18 years running Bauers Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a wide range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brad Johnson is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in independent insurance brokering focused on long-term care with Mutual of Omaha. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Gegorski is a financial advisor with Ameriprise in Gahanna, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC and an outside investor in a fintech startup. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.