Jeffrey Warner is a financial advisor with Charles Schwab in Columbus, Ohio, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes positions at Fidelity Investments, BBI Logistics, and Ohio State University Wexner Medical Center. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 provides integrated custody, brokerage, and advisory services.

Joseph Ball II is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Ameriprise Financial, Columbus State Community College, Brookside Golf & Country Club, and Ohio State University. He is also a co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation supported by in-depth research and proprietary tools.

Jesse Harlow is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Penn Mutual Life Insurance and OptumRx. Outside of his advisory work, he participates occasionally in marketing focus groups for Murray Hill Marketing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Jessica Sullivan is a financial advisor at Morgan Stanley in Columbus, Ohio, with 24 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 12 years. Sullivan has also been associated with Franklin University for over 20 years, including a current engagement since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment solutions alongside comprehensive planning services.

Sean Gelin is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has previously worked at Pride Technologies, LLC, United Parcel Service, American Income Life, Chipotle Mexican Grill, Kroger, and Pizza House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Tammy Tanner is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Northwestern Mutual, and Rivertree Wealth. Tammy is based in Columbus, OH. 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 incorporating an ESG eligibility framework in its recommendations.

Olivia Mc Cormack is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise before joining J.P. Morgan Securities in 2022. Prior to her financial career, she was involved in the food service industry with DeeJay's BBQ Ribs & Grill. 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, distribution, and investment management capabilities.

Skylar Muhlenkamp is a Series 66-credentialed financial advisor with Morgan Stanley in Columbus, Ohio, bringing one year of industry experience. Prior to joining Morgan Stanley, Muhlenkamp has held roles across various businesses including hospitality ventures like Woodlands Backyard, where they remain involved. Woodlands Backyard is a restaurant and bar located in Columbus. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Brian Tanler is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen Viner is a financial advisor with LPL Enterprise, holding a Series 63 designation and nine years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage, and Western Southern Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third‑party asset management, combining adviser programs with the sale of financial products such as insurance.

Joseph Foster is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Joshua Brutcher is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior work includes a year at Morgan Stanley and two years at Truco, Inc. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Greg Scharlott is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following over a decade at Nationwide Investment Advisors and Nationwide Investment Services Corporation. 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 an ESG eligibility framework. The firm delivers non-discretionary advice through a select team of Wealth Advisors, focusing on approved funds and strategies.

Ethan Brooker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Jpmorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary advisory model.

Frenlly De La Cruz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 63 designation and has worked at both J.P. Morgan and Morgan Stanley in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bryan Duty is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Enterprise. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, he is involved with Room with a View 4U and Oak Meadow Homes, which are real estate ventures. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management within an integrated platform that combines advisory programs with brokerage and insurance products.

Justin Whitley is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and the Energy Cooperative of Ohio. He is based in Columbus, Ohio. 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 an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.

Caitlin Hughes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. She has held roles at Cambridge Investment Research Inc. since 2023 and works concurrently as an educator and coach within local school districts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides services through a network of independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory with a range of portfolio management and model-based solutions.

Margaret Bellows is a CFP® professional with 26 years of industry experience, currently working at Morgan Stanley in Columbus, OH. She has been with Morgan Stanley and its affiliated entities since 2014, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating analytical methods such as Monte Carlo simulations to model potential outcomes.

Nasser Tahat is a financial advisor with Morgan Stanley in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at J.P. Morgan Securities and various other businesses, including entrepreneurial work with Tahat Renovations LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools.