Jacob Mc Ginnis is a financial advisor with Edward Jones in Gahanna, Ohio, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at M/I Financial and Cardinal Health. Outside of his advisory role, he serves as a soccer referee for youth leagues including the Gahanna Soccer Association and Ohio Champions League. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rejoice Bonnie is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously at JPMorgan Chase Bank, N.A. from 2010 to 2019. 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 and fund 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 strategies.

William Heffner is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Midway Venture Partners LLC and Hillsdale College. 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 in its investment approach.

Christina Shellenbarger is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, OH, with 20 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at JPMorgan Chase Bank NA from 2009 to 2023. Outside of her advisory role, she is involved in a family lawn and property care business, providing consulting support for books, records, and marketing. J.P. Morgan Securities LLC offers 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 delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

David Neff is a financial advisor at Raymond James Financial in Grove City, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its related entities since 2005. 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 customers. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Catherine Keener is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Kate Driscoll is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A. and Central Ohio Primary Care. 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 in its investment recommendations and offers services on a non-discretionary basis.

Katherine Taylor is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Shade on the Canal, Ohio University, and Teays Valley High School. She also holds a real estate license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to generate tailored recommendations delivered through a centralized consulting team.

Kirk Venderlic is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His career includes seven years with JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kevin Mayer is a financial advisor with Raymond James & Associates in Columbus, OH, holding a Series 66 designation and six years of industry experience. Before joining Raymond James in 2020, he worked at Essentra Components for 12 years and spent a year as a homemaker. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a broad network of advisers and affiliated research.

Ryan Froman is a financial advisor at LPL Enterprise with nine years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mythri Padival is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. Prior to joining Ameriprise, Mythri worked at Morgan Stanley from 2011 to 2019, including a role at Morgan Stanley Private Bank, N.A., and at MML Investors Services. Outside of advising, Mythri co-owns TRLT Ventures, LLC, an investment-related business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing tailored recommendation reports that incorporate Social Security, tax strategies, and asset management. The firm combines research and algorithmic tools to deliver personalized, non-discretionary advice through a centralized consulting team.

David Sugar is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 license and 25 years of industry experience. He has worked at Morgan Stanley and its related entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Patti Mcgrew is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at Merrill for 21 years before joining Stifel Nicolaus & Co. Inc. in 2020. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ben Shrider is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he is named as the Statutory Agent for a family-owned LLC, JS SLP, LLC, though he has no day-to-day responsibilities there. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Sangalli is a financial advisor with Ameriprise Financial Services in Columbus, OH, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise since 2017 and prior positions at The Ohio State University, Hamilton Capital Management, and Sheraton Hotel. Outside his advisory work, he owns Scran Holdings LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies. The firm’s approach includes a centralized team producing recommendation reports and ongoing advice, leveraging proprietary investment research and third-party data.

Bret Beeton is a financial advisor with Morgan Stanley in Columbus, OH, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including 12 years at Morgan Stanley and an ongoing role at Papa Johns. Outside of his advisory work, he is involved with Market Force Information as a partner and proprietor in an education-related mystery shopping business. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with investment outcomes modeled through the Global Investment Committee’s estimates and Monte Carlo simulations.

Thomas Kahle is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 63 designation and 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers investment and planning services both directly and through corporate financial planning arrangements.

Bruce Roby is a financial advisor with LPL Financial based in Gahanna, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior positions include roles at Fifth Third Securities, Chase Investment Services, and Sanford Account Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by advisor-facing tools.

Jodi Graney is a financial advisor with UBS Financial Services in Columbus, Ohio, holding a Series 63 designation and bringing 22 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a multi-member partner in a real estate partnership focused on owning and renting residential properties. 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 to deliver tailored financial solutions.