Kyle Tate 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 J.P. Morgan Securities since 2017, following a one-year tenure at Nationwide Investment Services Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Karen Lohr is a financial advisor with Edward Jones in Worthington, OH, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Edward Jones since 2021, Blue and Company, and Professional Practice Management. Outside of advising, she volunteers as a poll worker for the Franklin County Board of Elections. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Julie Wander is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with J.P. Morgan Securities since 2012, previously working at Chase Investment Services Corp., Wells Fargo Advisors, and Fifth Third Securities. 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 relies on centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks in its investment recommendations.

Frank Nobile Jr. is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 25-year tenure at The Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 that incorporates firm-approved tools and modeling techniques.

James Unger is a financial advisor with Ameriprise who holds a Series 63 designation and has 42 years of industry experience. He has been affiliated with Ameriprise Financial Service, LLC since 1984 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Unger manages his advisory business through an outside entity, JEJB LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to generate tailored planning recommendations.

Ryan Goodwin is a financial advisor with Equitable Advisors in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2002. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Sarah Courtney is a Series 66 licensed financial advisor with Merrill in Columbus, OH, where she has worked for 10 years. She has nine years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Michael Andreski is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at Morgan Stanley from 2012 to 2018 before joining J.P. Morgan where he has been since 2018. 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 and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Jon Brooks is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs with a focus on structured financial planning and broad investment services.

Carmina Marie Nicolas is a financial advisor with Merrill in Columbus, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Merrill since 2018, with prior experience at Fidelity Brokerage Services, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michael Lisbon is a financial advisor with Primerica Advisors holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Edward Jones and Lument, with 16 years of service in the United States Marine Corps. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-based investment strategies supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices and offers both strategic and tactical portfolio models, including recent additions involving cryptocurrency ETFs.

Peter Fox is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Schanken is a CFP® with 19 years of industry experience currently affiliated with Wells Fargo Advisors. She has been with Wells Fargo Advisors Financial Network LLC since 2009 and also operates Stephanie Schanken Financial Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Roland Heidelberg Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2017, following roles at Morgan Stanley and Morgan Stanley Services Group Inc. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process leverages centralized due diligence with both quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Jessica Penza is a CFP® certificant with 18 years of industry experience. She has worked at Raymond James & Associates since 2026 and previously spent 12 years with UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs and a range of portfolio management styles.

Tiffany Dailey is a Series 66-licensed financial advisor with eight years of industry experience, currently with Edward Jones in Columbus, OH. She has previously worked at the Columbus Urban League and Telhio Credit Union. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christian Caporaso is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Schaeffler Group USA and Gunton Corporation. Caporaso also has experience with Morning Star Tree Care and Grove City College. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling techniques.

Christine Heilmann is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Chase Investment Services Corp. and her own firm, Heilmann Group, LLC. 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. The firm’s advisory process uses centralized due diligence combining quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Jonathan Beck is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and three years of industry experience. He previously worked at Janney Montgomery Scott and has been involved as a basketball official for nearly a decade. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Eugenia Markov is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2017, following two years at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.