Thomas Birkley is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 advisory services alongside affiliated brokerage and investment management capabilities.

Shawn Mccoy is a Certified Financial Planner® with 29 years of industry experience. He has been with Ameriprise since 2009, currently serving as a financial advisor at the firm. Outside of his advisory role, he is involved with a business ownership entity related to property management. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, primarily for clients who maintain accounts managed by Ameriprise.

Patrick Henry is a financial advisor at Edward Jones in Columbus, OH, holding the CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Flyer Industries, American Signature Inc, and Avnet Technology Solutions. 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 investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Austin Bollinger is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Gardner Inc. Bollinger was also employed at Wedgewood Golf and Country Club prior to his finance career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michelle Steinhaus is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2011. Outside of her advisory role, she is a notary public and an ordained minister who has officiated at least one wedding. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for its clients.

Andrew Habbas is a financial advisor at Morgan Stanley in Columbus, OH, with nine years at the firm and four years of industry experience. Prior to joining Morgan Stanley, he worked at GoHealth for one year. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 a structured planning process supported by proprietary tools and market-based models.

Jill Henderson is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2012 to 2019 before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2019. 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 incorporates an ESG eligibility framework when recommending investable strategies.

Tanya Cole is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, providing both advisory and brokerage services.

Cortland Haynes is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Amazon, PNC, and the Veteran Affairs. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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 in its recommendations.

Mark Randall is a financial advisor with Ameriprise in Plain City, Ohio, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in business ownership activities outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Knight is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015, following a three-year tenure at ZEIDERS Enterprises. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Dennis Ross is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including J.P. Morgan Securities and multiple Cetera entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and technology.

Matthew Besier is a financial advisor with Edward Jones in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at e-Cycle LLC from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Kyle Burns is a financial advisor with Raymond James Financial in Columbus, Ohio, holding a Series 66 credential and two years of industry experience. His background includes roles at the Internal Revenue Service and the Chicago Police Department. He is also associated with Logan and Reed Wealth Partners as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment guidance using analytical tools and supports municipal and public finance work through unique affiliations.

Devin Erickson is a CFP® with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Columbus, OH. His prior work includes roles at Bellhop, LPL Financial, and involvement with GO Kickball. 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 its recommendations.