Heath Horning is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, Ohio, and has 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at Jp Morgan Chase Bank LLC since 2015. Outside of his advisory role, he has been involved with Julius Golf since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Andrea Litzenberg is a financial advisor at Edward Jones with over 10 years of industry experience, including two separate tenures at Edward Jones and a year at Morgan Stanley. She holds a Series 66 designation. Outside of her advisory role, she serves as a notary signing agent, assisting clients with mortgage loan closings. 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 programs and investment strategies, supported by a nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.

Brady Eller is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Daniel Hilber is a financial advisor at Morgan Stanley with 2 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans that incorporate firm-approved tools and market simulations.

Ryan Romer Jordan is a financial advisor with Ameriprise in Hilliard, Ohio, 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 involved as treasurer of Ill Mannered Brewing Company, a nano brewery in Powell, Ohio. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Derek Sears is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services for nine years and has been associated with KEMBA Financial Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Scheffler is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, E*TRADE Securities, and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisors.

Genesis Mendez Falcon is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, Falcon worked at JPMC and Principle Business Enterprises, with intermittent periods of unemployment. 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 integrates quantitative and qualitative research and offers access to a broad range of strategies, including those incorporating ESG considerations.

Dustin Dillon is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Huntington National Bank for several years. 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, tax-aware withdrawal strategies, and Social Security claiming options.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Nationwide Investment Services Corp and has held various roles including writing for the Columbus Jewish News. Outside of finance, he contributes as an unpaid freelance writer for the Society for American Baseball Research and performs paid singing and karaoke hosting at The Dolphin Lounge. 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 searches, and customized performance reporting within a non-discretionary program.

Matthew Moyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2022. His background also includes roles at Canterbury Rams, Central Ohio Private Security LLP, and Ps Karlsruhe Lions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities through various regulatory registrations.

David Patch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2009. Prior to joining J.P. Morgan, he worked at Ameriprise from 2007 to 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Michael Roush is a CFP® with 15 years of industry experience and is currently affiliated with Ameriprise Financial Services in Columbus, OH. His prior roles include positions at The Huntington Investment Company, Bank of America, Merrill, Cetera Advisors, and Charles Schwab. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Jennifer Funk is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2008 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated investment-management entities.

Matthew Methe is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 6 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with input from its Global Investment Committee.

Suzette Dybiec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advising, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

William Lenzotti is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63, 65, and 66 licenses with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Key Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Ferrel is a financial advisor with Mass Mutual Investors Services in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML Investors Services, LLC, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative planning processes.

Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working with Providence Community Pool. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team and incorporating quantitative and qualitative research.