Jamie Vanderwarker is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, Jamie worked at Old National Bank, LPL Financial, and First Midwest Financial Network. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Kimberly Cristofoli is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and operated Cristofoli & Company LLC. In addition to her advisory work, she writes freelance sports-parenting articles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans.

Theodore Wharton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. Prior to this, he held positions at Marcs and Ohio University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Amy Edwards is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following 12 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that integrate broad retail and institutional offerings.

Jeff Oakley is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including 11 years at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a dedicated Financial Advisors and Estate Planning Strategies Group.

Scott Scharfenberger is a Series 66-licensed financial advisor with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Anthony Campagni is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2024. He previously worked at Strata Financial Group and Royal Alliance Associates, each for over 25 years, and Harrington Asset Management for 30 years. Campagni maintains an ongoing role with Strata Financial Group, a related business activity. 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 range of advisory and brokerage services, including financial planning, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Penzone is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and bringing 26 years of industry experience. She has been with UBS since 2012. Kimberly serves as President of the Dublin Women's Philanthropic Club, a nonprofit that raises funds for local charities and scholarships for women returning to school. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Amanda Maggard is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Morgan Stanley for six years and joined J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to support written asset allocation advice, investment manager searches, and customized performance reporting.

Belinda Sherman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbus, OH. She previously worked at The Huntington Investment Company for 21 years and FIFTH THIRD SECURITIES, Inc. for one year. Sherman serves as a board member and secretary for TIGERS Inc., a nonprofit focused on personalized learning to prepare students for the business world. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through a combination of investment research, third-party data, and algorithmic tools.

Nathaniel Knowlton is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Key Bank and MML Investors Services. Outside of advising, he is involved in banking and manages a real estate business focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team alongside its broad advisory and insurance offerings.

Richard Myers III is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Before joining Morgan Stanley in 2024, he worked for Retirement Plans, Inc. for eleven years. Outside of his advisory role, he is the sole proprietor of The Heron Airbnb in Owenton, Kentucky. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery, firm-approved tools, and various modeling techniques to support client financial plans.

Drew Mussman is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Prudential Insurance Company of America and has involvement in several small business ventures, including multiple pizzerias. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Patrick Mihm is a financial advisor with Charles Schwab based in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. His prior work includes roles at TD Ameritrade Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Terry Webb is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and eight years of industry experience. He has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Outside of his advisory role, Webb is involved in property management and owns multiple rental real estate properties in the Columbus area. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Zachary Hughes is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, Telhio Credit Union, and The State Bank & Trust 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

James Slaven is a financial advisor at UBS Financial Services in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Dean Schockling is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes the use of firm-approved tools and scenario modeling.

Mohammad Mohammad is a financial advisor at J.P. Morgan Securities with a Series 65 credential and less than one year of industry experience. His prior work experience includes roles at Keybanc Capital Markets, S&P Global Market Intelligence, and several other companies across various industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and proprietary research.

Jane Lisitsyn is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked previously at The Huntington Investment Company and Robert Baird & Co. since beginning her career in 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, featuring written recommendation reports and ongoing advice based on comprehensive investment research and tax-aware withdrawal strategies.