Tara Johnson is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank for 21 years. She serves as a director for the Upper Arlington Civic Association, a voluntary unpaid role focused on fundraising for community events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory and custody services.

Devin Rice is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and five years of industry experience. His background includes service in the Air Force and roles in both JPMorgan Chase Bank and J.P. Morgan Securities. 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 to guide investment recommendations.

Robert Jobe is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Co. and Equitable Advisors, as well as work in education and municipal service in Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kaleb Kemper is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, and has three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Equitable Advisors and has held various roles including employment at Giant Eagle and the School of Rock in Dublin. J.P. Morgan Securities LLC provides investment 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. The firm operates within a broader banking and broker-dealer organization, offering a range of investment products and services on a non-discretionary basis.

Sandra Dixon is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of investment strategies and account types.

Kevan Gallion is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brett Jones is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Pride Technologies and operated Jones & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and access to a broad suite of investment products.

Jonathon Cooley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential and with eight years of industry experience. His career has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide 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 offers both direct individual plans and Corporate Financial Planning agreements with employers.

Shelley Perone is a Series 66 licensed financial advisor with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2012. Prior to this, she has been with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC 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 their investment recommendations.

Emmanuel Chinwuko is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. Prior to his financial services career, he was employed at John Sinclair Nissan and the YMCA of Southeast Missouri. J.P. Morgan Securities LLC 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 recommending investment strategies.

Linda Smith is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to her current role, her work background includes positions at several automotive dealerships. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ayesha Rinehart is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, Key Investment Services, KeyBank, The Huntington National Bank, and Fifth Third Bank. Outside of her advisory work, she is a part owner of a small wine bistro and restaurant. 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.

Ian Chambers is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Collabera. 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 that utilize structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Julia Osborn is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at JP Morgan Chase for five years and was employed at Miami University for four years. Osborn is also involved with COLAMP LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Stephen Finley is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2018, following roles at Dawson and Menards. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating market return estimates and simulations to model outcomes.

Stacy Asbury is a financial advisor with Charles Schwab in Grove City, OH, holding Series 66 and Series 63 licenses and bringing three years of industry experience. Prior to joining Charles Schwab in 2022, Stacy worked in the hospitality sector at Hilton and Einstein Bros. Bagels. Charles Schwab & Co., Inc. serves primarily 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 offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, combining multi-asset model portfolios and comprehensive due diligence on alternative investments.

Jonathan Meenach is a financial advisor with Edward Jones in Ashville, OH, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. In addition to his advisory role, Meenach maintains a farm property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Brent Coakley is a Series 66-registered financial advisor with UBS Financial Services in Columbus, OH, where he has worked since 2003, bringing 27 years of industry experience. He serves clients through a combination of brokerage and investment advisory services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jesse Langley is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch and MXD Group. Outside of finance, Langley teaches boxing fitness classes at Title Boxing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Asli Dolucan is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 19 years of industry experience. She has been with various J.P. Morgan entities since 2007, including J.P. Morgan Securities LLC and JP Morgan Chase Bank N.A. J.P. Morgan Securities LLC 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 recommending strategies.