Irene Bryant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at Morgan Stanley for 12 years before joining J.P. Morgan in 2025. Outside of her advisory role, she is the owner of a custom crystal business, ICCustoms, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors.

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 with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and Bob Caldwell Cjdr. 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. The firm offers customized investment manager searches and performance reporting, applying an ESG eligibility framework when recommending strategies.

Benjamin Osborne is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Brianna Thomas is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 license and 11 years of industry experience. She has worked with Primerica Advisors since 2014 and has prior experience at UPS and Creative Cuisine. Outside of her advisory role, she is involved in a construction business, Pure Remodeling, based in Grove City, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients, primarily as a wrap-fee solution rather than for institutional pension or profit-sharing plans.

Eugene Zappitelli III is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he serves as the elected Fiscal Officer for Plain Township, Ohio. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Theodore Wharton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2021, with prior roles including positions at Marcs and Ohio University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jeff Oakley is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements and access to various investment vehicles.

Scott Scharfenberger is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Huntington Bank, Citibank, and briefly in the entertainment industry with Ignite Entertainment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Amanda Maggard is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley for six years. Outside of finance, her background includes roles in the restaurant and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joel Chaney II is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2015 and operates under the names Chaney Wealth Management and Weimer & Chaney Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by model portfolios and research from multiple sources.

Robert Kauffman is a financial advisor with Wells Fargo Advisors in New Albany, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Natalee Adams is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wright Patt Credit Union, PNC Bank, Nationwide Financial, and the City of Columbus. Outside of her advisory work, she is involved with TRLT Ventures LLC. 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 advice and a written Recommendation Report for clients approaching or in retirement.

Richard Myers III is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 65 and Series 63 licenses and having seven years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, he spent eleven years at Retirement Plans, Inc. Outside of his advisory work, he is the sole proprietor of The Heron Airbnb in Owenton, Kentucky. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Patrick Giller is a financial advisor at OSAIC in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has a long tenure with Lincoln National Life Insurance Company and its affiliates since 1993. In addition to his advisory role, he works as an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, third-party money managers, and model portfolios to construct and manage client accounts.

Emily Seerden is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of finance, she was involved with the Columbus Dance Centre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.