James Christensen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Zach Recker is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank since 2021, as well as prior experience at firms such as W&S Brokerage Services and Western Southern Life. From 2021 to 2024, he was involved with Recker Properties and related investment and real estate activities. J.P. Morgan Securities LLC 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 a select group of Wealth Advisors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework while generally recommending funds and strategies approved through internal review processes.

Thomas D'amico is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, Zeiders, MHN Government Services, Allstate Insurance Company, and Charles Schwab. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, with additional services in affiliated trust custody, insurance, and lending.

Jason Amos is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services under a fiduciary standard.

Alexis Peace is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses. She has three years of industry experience, including prior roles at Shawn W Phelps and Northwestern Mutual. 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 an ESG eligibility framework.

Stephanie Wagner is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes roles at Securities America, Inc., Prudential Insurance Company of America, and Principal Life Insurance Company. She is also a Notary Public in Columbus, OH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Michael Caudill is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 63 designation and has worked previously at Pruco Securities, LLC, The Prudential Insurance Company of America, W&S Brokerage Services, and Western Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and various affiliated services beyond securities products.

Brian Hughes is a financial advisor at Morgan Stanley in Columbus, OH, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and had brief roles outside the financial sector before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Terence Zaas is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a member of the board at Village Academy in Powell, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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 investment strategies.

Heidi Johnson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, NA since 2000. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Myranda Shipley is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 11 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she operates a small business selling eggs raised on her farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques to support client goals.

Michael Cowgill is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following a long tenure at JPMORGAN Chase Bank, N.A. He is also a co-owner of CoCo Ventures, LLC, a real estate business he operates with his spouse. 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 on a non-discretionary basis.

Chase Hoobler is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. His work history includes multiple terms at Morgan Stanley and J.P. Morgan Securities LLC, as well as founding Buy His Design LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations.

Martin Mc Guigan is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bear, Stearns & Co. Inc., and J.P.Morgan Securities Inc., where he worked for a combined 13 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Racey Morris is a financial advisor at LPL Financial with 28 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has worked at several firms including Raymond James Financial, UBS Financial Services, and New York Life Insurance Company. Morris is also involved with RMG Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing a variety of investment strategies through its extensive network of advisors.

Deanna Sieren Cardenas is a financial advisor at Edward Jones with 29 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 1996. Outside of her advisory role, she is involved in managing a rental property in Columbus, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chase Streetman is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and with ten years of industry experience. He previously worked at Morgan Stanley from 2016 to 2022 before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities 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.

Michael Wirtz is a Series 66-licensed financial advisor with nine years at Morgan Stanley and one year at Nationwide Financial Services, totaling six years of industry experience. He is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Bright is a financial advisor with LPL Financial in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and several other financial firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Benjamin Myers is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Edward Jones and held roles in HR-related firms. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions on a non-discretionary basis.