Heather Powell is a Series 66 credentialed financial advisor with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously employed at TrueCore Federal Credit Union from 2012 to 2017. Powell is based in Columbus, Ohio. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

William Ihrig is a financial advisor with Raymond James & Associates in Columbus, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at JP Morgan Securities LLC for five years and held roles at TIAA and Gap Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing tailored financial planning and consulting with a variety of portfolio management styles and affiliated research.

Jeffrey Lawler is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. He has worked at Ameriprise since 2026 and previously held positions at The Huntington Investment Company, The Leaders Group, Millennium Brokerage, Nationwide Investment Services Corporation, and UBS Financial Services. He serves on the advisory boards for Franklin University’s Leadership Center and Sales Center, contributing to program development and event promotion. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Purdon is an advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes positions at PMI Advisors and FedEx. Outside of finance, he has been involved with New Life Baptist Church and previously operated a power washing business. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, with an investment process that emphasizes model-based asset allocation and portfolio optimization.

Chance Taylor is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to his current position, he has work experience with James Capital Alliance Inc. and involvement with The Ohio State University and The University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Bernard Bennett is a financial advisor with Primerica Advisors in Dublin, OH, holding a Series 63 designation and eight years of industry experience. His career includes roles at PFS Investments Inc., Primevision Financial Group, and Primerica Financial Services. Outside of finance, he is the owner of 26 Three Coffeehouse in Columbiana, OH. Primerica Advisors is a large institution serving primarily individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Matthew Moore is a financial advisor with LPL Enterprise in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mwa Financial Services, Inc., and Modern Woodmen of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Travis Fling is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 credential and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously spent nine years at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory board of a biotechnology firm and is also active as a musician. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and advanced modeling tools.

Kathleen Fletcher is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2009. She holds a Series 66 designation and is based in Dublin, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Irene Bryant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for twelve years. Outside of her advisory role, she owns ICCUSTOMS, LLC, a custom crystal business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model portfolios and incorporates ESG frameworks, with implementation support from affiliated investment-management entities.

Major Belli is a financial advisor at Robert W. Baird and Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at SS&C Technologies, Flock AI Solutions, Deloitte, and Amazon. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, internal research including AI tools, and features municipal advisory services and various strategic partnerships.

Kelsey Foster is a financial advisor at Morgan Stanley in Columbus, OH, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Sinclair Community College. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and analytical tools to develop client plans.

Brigitte Kirchhofer is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is a partner at Kirchhofer Industries LLC, a company involved in the automotive and transportation sector. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and supports a range of investment and financial services through its broad capabilities.

Verlin Williams III is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and Bob Caldwell Cjdr. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within its investment strategy.

Gary Bowen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Cetera and its affiliates since 2017 and also operates Baltimore Tax & Accounting Center, LLC, where he provides tax returns, bookkeeping, and QuickBooks consultations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Jo Hall is an Investment Consultant with experience in financial planning and client relationship management. She has worked in various roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Jo held positions as a Business Relationship Manager at Bank of America (2021-2022) and Branch Manager at The Huntington National Bank (2016-2021). As a working mother to twin girls, Jo understands the importance of balancing life's priorities and is committed to supporting her clients through informed financial planning. She values building meaningful relationships and assisting clients in pursuing their financial goals. Outside of her professional role, Jo enjoys biking, attending concerts, exploring food, gardening, singing, and engaging in activities related to parenthood.

Steven Bauers is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Financial in Columbus, Ohio. His prior roles include positions at Raymond James Financial Services and State Capital LLC. He is also involved with Bauers Financial Group, an investment-related entity associated with his LPL business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of technology tools.

Whitney Logan is a financial advisor at Raymond James Financial with 41 years of industry experience. She has been with Raymond James Financial Services since 1999 and Raymond James Financial since 2009. Logan is president and 50% owner of Logan and Reed Wealth Partners, a company that provides expense-sharing and co-branding services for advisors. She also serves on the advisory board and finance committee of the Logan Family Foundation, which raises funds through a charity golf outing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Lukas Rakowsky is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Modern Woodmen of America and North Steppe Realty. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jessica Mc Garvey is a financial advisor with LPL Financial in Columbus, Ohio, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at CUSO Financial Services, LP and KEMBA Financial Credit Union. She is also involved with Kemba Wealth Management, a related business entity. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.