Cody Kidwell is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously at Nationwide Investment Services Corporation and Chase Wealth Management. Outside of his advisory role, Kidwell is involved with Frambes Entertainment LLC, where he works as a bartender. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence process and incorporates an ESG eligibility framework in its recommendations.

Michelle Christian is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at PNC Wealth Management and Natcity Investments, Inc. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory services.

Carl Swanson is a financial advisor with LPL Financial in Worthington, OH, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Cadaret Grant & Co., Inc., Securities America Advisors, and Invest Financial Corporation. Outside of his advisory role, Swanson is involved in artistic pursuits as a musician and model, and he operates a custom furniture and carpentry business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Beverly Ressler is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been with Merrill since 1991. Outside of her advisory role, she serves as a fiduciary guardian for her brother, managing his financial and medical affairs. 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.

Emma Cram is a financial advisor with Ameriprise in Worthington, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Ameriprise in 2026, she worked at The Huntington Investment Company and Huntington National Bank for several years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Max Mollaun is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at JP Morgan and Facet Wealth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Moranville is a financial advisor with Raymond James Financial in Powell, Ohio, holding a Series 63 designation and with 23 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2008, following a prior year at Edward Jones. Outside of his advisory role, Moranville serves on the finance and investment committee as well as the leadership board of Powell United Methodist Church, where he participates in overseeing the church’s endowment fund. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary, tailored advice supported by advanced risk profiling and modeling tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Rachel Gittens is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2011 to 2012, as well as managing her own practice from 2014 to 2023. 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 combines quantitative screens and qualitative research to support model asset allocations, with a broader range of derivatives and commodities capabilities than many institutional advisory programs.

Nate Smock is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with individuals and families to develop, maintain, and understand their retirement plans. He collaborates closely with clients to create intentional retirement strategies and educates a diverse client base to support informed financial decision-making. Nate has been with Fidelity Investments since 2013, progressing from Investment Consultant to Financial Consultant, and currently serving as Vice President, Financial Consultant. He holds a California Insurance License. Outside of his professional responsibilities, Nate's personal interests include family activities, football, social events with friends, golf, military service, and traveling.

Karen Rivers is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she serves as a notary in Ohio and also assists with cleaning office spaces on a limited basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with implementation options through brokerage or advisory programs.

John Giberson is a financial advisor at Edward Jones in Delaware, Ohio, holding the Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Timothy Holsinger is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2014. Based in Columbus, OH, he serves institutional clients as part of a large advisor network. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to support clients such as plan sponsors, corporations, and endowments.

JD Sprague is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He has held several roles at Fidelity since 2021, including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he was an Internal Wholesaler at Nationwide Financial from 2016 to 2021. As a Certified Financial Planner, JD focuses on assisting clients with their financial plans. His experience spans various aspects of financial consulting and investment advising, gained through his progressive roles at Fidelity and Nationwide Financial. JD is originally from Cincinnati and played quarterback at Ohio University from 2012 to 2016. He enjoys supporting Cincinnati sports teams, playing golf, and spending time with his family, which includes his wife and their two young sons.

Jeffrey Beasley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax and Independent Financial Partners. Outside of his advisory work, he serves as a youth coach for the Plain City Area Ball Association, a nonprofit organization offering youth sports programs. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors, serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through various program platforms and custodial relationships.

Christine Lambert is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. She previously worked at The Huntington Investment Company from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

Elizabeth Cramblett is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She began her career as a Financial Advisor with Northwestern Mutual from 2024 to 2026. Elizabeth holds a California Insurance License. She grew up in Lewis Center, Ohio, and currently lives just north of Central Ohio with her fiancé and their two cats. Outside of work, Elizabeth enjoys traveling, hosting social gatherings, spending time with family, and engaging in music and singing activities.

Jeffrey Schrepferman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial Services since 2004 and the broader firm since 2009. He is a co-owner of KMS Partners, LLC, a business established with two colleagues to manage office expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a network of advisors with a range of advisory programs and specialized municipal and retirement plan consulting services.

Nicholas Robinson is a Series 66-registered financial advisor at J.P. Morgan Securities with nine years of industry experience. He has been with J.P. Morgan Securities since 2016, including time at Chase prior to that. Outside of his advisory role, Robinson works part-time as a food delivery driver for services including DoorDash, Uber, and Grubhub. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

George Mcfarlane is a financial advisor at J.P. Morgan Securities in Columbus, OH, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015, following a tenure at J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated entities.

Bradley Shook is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Advisors since 2022. His prior experience includes roles at Appian Way, LLC, Mutual of Omaha Investor Services, and the Ohio House of Representatives. Outside of finance, he has worked as a restaurant server. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.