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.

Sandy Davis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. They hold Series 66 and Series 63 licenses and have worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2012. 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 recommendations.

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.

Christopher Ellwood is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Adventure Films Ltd., The Davey Tree Expert Company, and municipal roles in New Albany and Dublin, Ohio. Outside of finance, he is involved with Adventure Films Ltd., a self-employed venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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.

Jonathan Stewart is a CFP®-certified financial advisor with Edward Jones, based in Hillard, Ohio, and has 20 years of industry experience. He previously worked at Morgan Stanley for six years before joining Edward Jones in 2021. Outside of his advisory role, he owns and operates Blue Sky Stables, LLC, managing small-scale agricultural activities on personal property in Plain City, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

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.

Donna Rose is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 26 years of industry experience. Her prior experience includes roles at Nationwide Securities LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Kyle Warrenburg is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

John Viers is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic automation.

Alexander Dunnavant is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2016. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative modeling and centralized due diligence, and it applies an ESG eligibility framework when recommending investment strategies.

Annette Reed is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She is based in Hilliard, OH. Outside of her advisory role, she has participated as a member of the transition team for the new mayor of Hilliard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Clay Muhlenkamp is a financial advisor with Charles Schwab in Columbus, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. Outside of his advisory role, he owns and rents out a property in Austin, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Donald Harper Sr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., PNC Bank, NA, Fidelity Tactical Group, and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jason Doublett is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2024, he worked at PRUCO Securities and has been employed full-time as a Senior Program Manager at T-Mobile since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform.

Eric Esposito is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Esposito serves on the Board of Directors for the Waterford Tower Homeowners Association and is CEO of Executive Alpha Group Inc., overseeing day-to-day operations and staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.