Jonathan Gerschman is a financial advisor at Equitable Advisors based in Columbus, OH, holding a Series 66 designation with 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at AXA Advisors. Outside of his advisory role, he was involved with Brio Tuscan Grill for over a decade. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage channels to meet diverse client needs.

William Harmeyer is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He also operated Harmeyers Market for ten years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Geoffrey Strohn is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including roles at JP Morgan Chase Bank and Chase Investment Services Corp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Christopher Gallaugher is a financial advisor with Ameriprise in Pickerington, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President of the Pickerington Community Theatre Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jamila Hassan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a brief tenure at Galinsom LLC from 2021 to 2022. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Michael Marcano is a financial advisor at Edward Jones in Dublin, OH, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households at various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Shawn Whitt is a financial advisor with Edward Jones in Pataskala, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Whitt is involved as an independent sales contractor for Off the Sidelines, LLC, an advertising sales business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a wide range of investment strategies and services supported by a large network of financial advisors and branch offices nationwide.

Bronwen Kimball is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Primerica and PFS Investments Inc., as well as involvement with International Friendships, Inc. as an HR consultant. She is based in Worthington, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model centered on a tiered wrap fee structure.

Cody La Neve is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with successful individuals and families to provide comprehensive financial advice that addresses the complexities associated with wealth management. His approach involves helping clients define their goals and selecting portfolio strategies designed to achieve those objectives, while adapting plans as clients' situations change. Cody's expertise spans family wealth management strategies, portfolio management services, tax minimization, retirement planning, and estate considerations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Ohio State University. Outside of his professional responsibilities, Cody enjoys activities such as baseball, bowling, chess, cooking, fishing, golfing, hiking, pickleball, woodworking, and spending time with his family.

Timothy Jolliffe is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. Based in Columbus, OH, he currently serves institutional clients through J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Archer is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Merrill Lynch, JP Morgan Securities, and Hamilton Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory process.

Michael Kelsey is a financial advisor with LPL Financial in Dublin, OH, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also involved with Specialty Valuation Group, where he performs data entry tasks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Patricia Wogerman is a financial advisor with Primerica Advisors in Dublin, OH, and has 15 years of industry experience. Her work history includes roles at Martin Investigative Services, Lutheran Social Services of Northwestern Ohio, and Lima City Schools, among others. She is also involved in selling home security and automation products through affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program that relies on model-driven investment strategies supported by third-party asset managers and custodial services.

Gabriela Vizuet is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Edward Jones, Merrill, and Bank of America. J.P. Morgan Securities 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.

Nathan Dornoff is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Amazon, Clean Harbors, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

James Bishop is a financial advisor at Morgan Stanley with 19 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he serves on the advisory board of The Conway Center for Family Business, an organization focused on education for multi-generation family-owned businesses. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Kourtney Akers is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has held positions at JPMorgan Chase Bank and other companies. Outside of her advisory role, she has worked as a delivery contractor for Amazon Flex and Instacart. 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 when recommending investment strategies.

Ann Messana is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley since 2016. She holds Series 63 and Series 65 licenses. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm‑approved tools and modeling techniques.

Kerry Thompson is a financial advisor at Ameriprise in Dublin, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Thompson is a co-owner of TRLT Ventures LLC and serves on the Board of Commissioners in Columbus, OH. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic tools and oversight committees.