Charmian Todd Boyd is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Columbus, OH. She previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Kelly White is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with 10 years of industry experience. White has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

Edward Snyder is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory work, he serves as an outside consultant and salesperson for Tropical Foods. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, integrating proprietary research and model-based asset allocations to tailor investment plans.

Kevin Molinaro is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 19 years of industry experience. His career includes multiple tenures at Morgan Stanley, as well as positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and The Huntington Investment Company. Outside of his advisory work, he serves as Treasurer and board member for the Willow Brook Crossing Homeowners Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of investment programs across retail and institutional segments.

Kyle Mawhorr is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and LPL Financial since 2012. Outside of his advisory role, he owns JLK Companies, LLC, which provides commercial and residential lawn services and operates an agriculture-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, combining a broad advisory framework with various non-advisory financial services.

Deserae Lukowski is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct relationships and corporate financial planning agreements.

Jason Gernstetter is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Denise Fountain is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to her current role, she worked at Huntington Bank Inc. and has been involved with Scentsy in a retail capacity. 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.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and more than 26 years of industry experience. He has been with Cambridge since 2011, serving in advisory roles primarily through their affiliated entities. Outside of advising, Gill is a musician who performs guitar and vocals at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and solutions, with both discretionary and non-discretionary strategies tailored to client objectives.

Eric Bean is a financial advisor with J.P. Morgan Securities based in Columbus, OH, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Investments, and Donatos, as well as a decade at Ultrafit-USA. 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 in its recommendations.

Anthony Miller II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining Cambridge in 2020, he worked at Morgan Stanley for 10 years. He is also involved with Miller Financial Services as an independent insurance agent and serves as Vice President at Miller Financial Private Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and model-based strategies tailored to client objectives.

Larry Queen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 48 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2011. Outside of his advisory work, he is involved in property management and is a partner in a building management business in Columbus, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, proprietary model strategies, and access to third-party managers.

Kanisha Mills is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds Series 66 and Series 63 licenses and has three years of industry experience. Outside of her advisory role, she has worked as an employee and contractor for JSI Janitorial LLC, a janitorial services provider. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework in its recommendations.

Alec Levine is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience in the industry. Prior to joining J.P. Morgan Securities in 2026, he held positions at Randstad and William O Cleverly & Associates. His work history also includes roles outside the financial industry at AED Enterprises and Dewey's Pizza. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Kofi Atta is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and JPMorgan Securities LLC, as well as JP Morgan Chase Bank N.A. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations to model financial outcomes.

Heather Michael is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 38 years of industry experience. She previously worked at Pruco Securities, LLC for 33 years and has been associated with Prudential Insurance Company of America for 35 years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Reginald Lumpkins II is a financial advisor at J.P. Morgan Securities with 3 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities in 2022, he worked for JPMorgan Chase Bank, N.A. from 2015 to 2022. 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 modeling with centralized due diligence and an ESG eligibility framework.

Nathaniel Maldonado is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Jonathan Parsons Jr. is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked in various capacities related to The Ohio State University and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Michael Lee is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and their prospects, and he is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research or third-party strategists and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.