Alex Shields is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Nationwide Investment Services. 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 and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Jarrod Brinkman is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and New England Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joseph Vinciguerra is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following an 11-year tenure at Bank of America and over three decades at Merrill. Outside of his advisory role, he is the sole proprietor of an agricultural property management business in Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary planning tools.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions within J.P. Morgan Chase Bank NA and Safelite Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Gregory Brooks is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Professional Broker-Dealer Financial Planning, Inc. and Fortitude Advisory Group L.L.C. Outside of his advisory career, he has been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 searches, and customized performance reporting. The firm’s process combines quantitative screens with qualitative research and incorporates ESG criteria, supported by affiliated entities for implementation and portfolio services.

John Mulichak is a financial advisor with Ameriprise in Columbus, OH, holding Series 65, 63, and 66 licenses and nine years of industry experience. His prior work includes roles at The Huntington Investment Company and PNC Bank, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on retirement income sources and tax-aware withdrawal strategies.

Ryan Belcher is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at JPMorgan Securities, LLC, and JPMorgan Chase & Co. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Logan is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 designation and 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a color analyst for college and high school football broadcasts and holds board positions with several nonprofit organizations, including the Skylight Foundation, the Columbus Chapter of the National Football Foundation and College Hall of Fame, and the Logan Family Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative financial planning through detailed client analysis and firm-approved tools, offering recommendations without investment discretion, and supports various specialized planning programs.

Cuong Le Huynh is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Fidelity Investments and Bank of America N.A. Outside of finance, he works part-time as a nail technician at a salon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process features centralized due diligence combining quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice and customized performance reporting.

Mark Aldridge is a financial advisor with Raymond James Financial in Dublin, Ohio, holding CFP®, CFA®, ChFC®, and Series 63 designations and 41 years of industry experience. He has been with Raymond James since 2005 and also owns Aldridge Financial Consultants, LLC. Additionally, he is the proprietor of Ridgebourne DGA LLC, which is involved in land rental activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Melissa Snyder is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs using structured discovery processes and advanced modeling tools.

Jeremy Smythe is a financial advisor with Ameriprise in Grove City, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Brian Anderson serves as Resident Director and Wealth Management Advisor at Merrill. He began his financial advisory career with Wells Fargo in 1999 and joined Merrill in 2005. Brian’s approach focuses on helping clients explore their most important goals while managing risk across their financial lives through frequent conversations and personalized recommendations. As a Senior Portfolio Advisor, he provides traditional advice and builds custom investment strategies, utilizing Merrill model portfolios and third-party investment strategies, sometimes managing these on a discretionary basis within the firm's Investment Advisory Program. Brian holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He attended Denison University and earned a Bachelor’s degree from The Ohio State University. Outside of his professional work, Brian is involved in community activities, including volunteering with Habitat for Humanity and supporting UAYB Lacrosse. He resides in Upper Arlington with his wife and two children. His personal interests include adventure sports such as biking, camping, fishing, golfing, rock climbing, running marathons, scuba diving, and skiing.

Luke Cotter is a financial advisor at Morgan Stanley in Dublin, Ohio, holding a Series 66 designation with one year of industry experience. His prior experience includes roles in catering and hospitality, as well as positions at Ohio State University and Miami University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagements and Corporate Financial Planning agreements.

Subhash Jatana is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 63 designation and 31 years of industry experience. He previously worked at MetLife Securities Inc. for 23 years before joining Mass Mutual in 2016. He is also involved as an agent in various insurance-related businesses including individual and group life, health, and disability insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, estates, charities, and employers. The firm offers collaborative planning engagements supported by firm-approved tools and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning.

Darlene Shaw is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 35 years of industry experience. She has previously worked at Independent Financial Partners, IFP Securities LLC, Stratos Wealth Partners, LTD, and had an earlier tenure at LPL Financial. Outside of her advisory role, Shaw is commissioned as a notary in Hilliard, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Cameron Smiley is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation. He has less than one year of industry experience and previously worked at Crosscountry Mortgage and FedEx. 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 advisory program.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan entities since 2017, including roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. Huang also worked at Cross Thread Solutions LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jared Crowe is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 credential and has worked at several firms, including J.P. Morgan Securities, Morgan Stanley, and JPMorgan Chase. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Destiny Manns is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and JPMorgan Chase Bank, N.A. prior to her current role. Before entering the financial industry, she spent seven years at Youngs Jersey Dairy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process incorporates quantitative and qualitative research supported by a manager solutions team and includes ESG considerations.