Brady Eller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Norita Webb is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 1976. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

John Trapp is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Outside of his advisory role, he is a member and owner of several LLCs involved in real estate investments. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies enhanced by internal research and technology and manages approximately $394 billion in assets as of December 2025.

James Thomas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliated entities since 2016. J.P. Morgan Securities LLC 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. The firm incorporates an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ryan York is a CFP® with 11 years of industry experience, all of which have been spent at Edward Jones since 2015. He is based in Grove City, OH, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jovonni Auddino 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. His prior roles include positions at Northwestern Mutual Wealth Management Company and Anthony Mastro. 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 when recommending strategies.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. He has previously worked with Nationwide Investment Services Corp and JPMorgan Chase Bank, N.A. Outside of his advisory role, Blotner is involved with the Society for American Baseball Research as an unpaid freelance writer and has performed as a singer and karaoke host at The Dolphin Lounge. 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 an ESG eligibility framework in its recommendations.

Matthew Aman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked across various roles within the JPMorgan organization since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Kylee Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in both financial services and the golf club industry, including positions at Klaus Financial Services, LLC and Double Eagle Golf Club. Rogers completed her education at Miami University. 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 incorporates an ESG eligibility framework when recommending strategies.

David Patch is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2009. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Jennifer Funk is a Series 66-credentialed advisor with 18 years of industry experience. She has been with J.P. Morgan Securities in Columbus, OH since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable and JPMorgan Chase Bank, N.A. He has also been involved with JDJ Bernards Inn LLC and the Providence Community Pool. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Kenneth Fowler is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked with firms including The Prudential Insurance Company of America and Great American Insurance Group. Fowler is also the owner of Instinctive Wealth LLC, where he manages business operations and develops content and events. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and access to a range of brokerage and insurance products through an integrated platform.