Alex Gigandet is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at KeyBank from 2019 to 2022 and has held roles outside finance at TacoBell, Honda Motor Company, and UTC Aerospace Systems. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, with a focus on advisory capacity rather than individual security recommendations.

Valerie Vannelli is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. Her career includes roles at JPMorgan Chase Bank since 2016, as well as prior positions at PNC Wealth Management and Natcity Investments. She holds Series 63 and Series 65 licenses. 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. Their advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with recommendations limited to eligible strategies and potential ESG considerations.

Randall Rubenstein is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with MML Investors Services, MassMutual Life Insurance Co, and MSI Financial Services since 2016. In addition to his advisory role, he holds an outside insurance agent position covering life, health, group life, group health insurance, fixed annuities, and long-term care disability income. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager portfolios and delivers planning services through collaborative, annual engagements using firm-approved analytical tools.

Mary Cunningham is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Investments, UBS, Fifth Third Bank, and PNC Wealth Management. Outside of finance, she has worked as a sales representative for Talbots. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary 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 within its recommendations.

Erica Gardner is a CFP®-certified financial advisor with Edward Jones in Columbus, OH, bringing 15 years of industry experience. She has been with Edward Jones throughout her entire career since 2011. Outside of her advisory role, she is a joint owner of an Airbnb rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Donnita Mackie is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She is involved in managing her advisory business and is affiliated with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jacquelyn Murphy is a CFP® with 26 years of industry experience, all spent at Edward Jones in Columbus, OH. She has been with the firm since 2000. Outside of her advisory role, she is a co-owner of a vacation property in Huntsville, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Hanuska is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and has prior experience at Morgan Stanley, Pride One, Aptiv, and CVS Specialty. 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. The firm’s advisory process utilizes centralized due diligence and incorporates both quantitative and qualitative research, with capabilities extending to derivatives and commodities.

Mary Gentry is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. She previously worked at Vertiv and Summers Ventures LLC and spent time in homemaking roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a planning process based on structured discovery conversations and firm-approved tools.

Megan Torski is a financial advisor at Morgan Stanley in Dublin, Ohio, with four years of industry experience. She has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, Megan was involved with 101 Beer Kitchen for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Danny Mizer Jr. is a Series 66-licensed financial advisor with Ameriprise in Columbus, OH, and has 10 years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Matthew Zakelj is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with seven years of industry experience. He has worked with Morgan Stanley since 2018 and previously was affiliated with The Ohio State University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and methodologies to assist clients in developing personalized plans.

Jason Black is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has held positions at Waddell & Reed, Mass Mutual Investors Services, and various insurance agencies. Outside of financial advising, he serves as the head wrestling coach and 7th grade football coach for Bexley City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and various strategic options.

Jeffrey Boardman is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Huntington Investment Company, PNC Investments, PNC Wealth Management, and Natcity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Kimberly Amaya is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and has been affiliated with Primevision Financial Group since 2018. Outside of advisory services, she is involved in sales of investment-related and home security products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm operates at scale with a large network of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Brenda Millhouse Huebner is a Certified Financial Planner® with 14 years of industry experience. She is currently a Wealth Advisor at J.P. Morgan Securities in Columbus, Ohio, where she has been working since 2021. Prior to joining J.P. Morgan, she held roles at Prudential Insurance Company of America and Pruco Securities. Outside of her financial advisory work, she is also an artist specializing in watercolor paintings. 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 written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Riley Whitfield is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Knotty Pine Brewing Company and was involved with the Columbus Special Improvement District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective Wealth Advisor program focused 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 may incorporate an ESG eligibility framework.

William Collis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Ambassador Wealth Management, as well as experience working with the United States Senate and Roetzel & Andress LLP. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on client decision-making and incorporating ESG eligibility frameworks where applicable.

Andrew Cramer is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 16 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Co. In addition to his advisory work, he operates as an independent insurance agent specializing in life, accident, health, and Medicare-related products. Mass Mutual Investors Services is 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, and educational seminars, with planning engagements structured as annual, collaborative relationships that utilize firm-approved software and tools.

Brian Edwards is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the managing partner of BJE Investments LLC and the managing member of WHEM LLC, a non-investment-related holding company. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.