Jeffrey Janosick is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. Outside of his advisory role, he is involved with MedMyWay, LLC, a health and Medicare insurance brokerage, and Ridgewood Ventures, LLC, a holding company for his insurance business. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through model-driven investment strategies.

Franklin Simon is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Keener Wealth Management from 2013 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs and financial planning services tailored to individuals and institutional clients.

Christopher Hoi Lapp is a financial advisor at J.P. Morgan Securities with 6 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2020. Outside of his advisory role, he owns a travel agency business and serves as a part-time tour guide for a food and beverage company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Erik Puffenberger is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Anthony Trocchio is a CFP® with six years of industry experience, currently serving as a financial advisor at UBS Financial Services. His prior experience includes roles at Bank of America, Merrill, and Huntington National Bank. He is also a member of the board of directors of the American Italian Golf Association, which promotes Italian heritage and golf. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services such as market-making, underwriting, and securities-backed lending.

Conor Lyons is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several J.P. Morgan affiliates as well as Federated Hermes. Outside of finance, he has experience in the food service industry, notably working at Peppi's Old Tyme Sandwich Shoppe. 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 an ESG eligibility framework in its recommendations.

Elwood Kissell Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014. Kissell also co-owns The Kissell and Kapp, LLC. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and a centralized due-diligence framework.

Brenda Moore is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Monte Carlo simulations and Secular Return Estimates to model outcomes.

Bruno Pellegrini is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a prior role at Teepublic from 2023 to 2024. He is based in Columbus, Ohio. 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 affiliated brokerage, distribution, and investment management services.

Dominique Di Sabato is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and seven years of experience at Morgan Stanley. Prior to this, Di Sabato worked at US Bank and has been involved with College Traditions for over a decade in a retail sales role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Brooke Eggleston is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 designation and previously worked at Nationwide Investment Services Corp. Outside of finance, she has experience in education and the food service industry. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services such as business-owner transition planning and special-needs analysis, supported by proprietary research and tools.

Derek Hegarty is a Certified Financial Planner (CFP®) with over 24 years of industry experience. He has been with UBS Financial Services since 2007, working in their Columbus, Ohio office. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Brittany Prevo is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has eight years of industry experience. She previously worked at Morgan Stanley before joining J.P. Morgan Securities in 2017 and has been with JPMorgan Chase Bank, N.A. since 2025. Outside of her advisory role, she has worked as a contractor for DoorDash. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with due diligence and an ESG eligibility framework in its recommendations.

Brian Moore is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Joseph Murnane is a financial advisor at UBS Financial Services in Columbus, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2018, he worked for eight years at the Franklin County Prosecutor's Office. He serves as treasurer for the Worthington Education Foundation, where he monitors financials and communicates with third-party service providers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

David Rothstein is a Series 66-licensed financial advisor with Ameriprise Financial Services in Columbus, OH, bringing nine years of industry experience. He has served at Ameriprise since 2017 and previously worked at Ohio University. Rothstein is a member of the Ohio University Department of Finance Advisory Council and chairs the Investment Committee for the Foundation Planned Giving Committee at JewishColumbus. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates internal investment research and third-party data within a product ecosystem that includes affiliated sub-advised options and managed accounts.

Timothy Webster is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Securities LLC since 2018 and was employed at JPMorgan Chase from 2009 to 2018. 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 investment strategies.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2010. 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 brokerage and investment management capabilities.

Ethan Adkins is a financial advisor with LPL Financial based in Columbus, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Ethan has worked at Columbus Country Club and has experience with several local businesses including Swensons Drive Ins and Young Brothers Contracting. He is currently involved with Columbus Country Club in a non-investment capacity. 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, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Jacob Plahovinsak is a financial advisor with Osaic, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Morgan Stanley, Vorisek Financial, and FSC Securities Corporation. Outside of advising, he co-owns LongCat3D, an Etsy-based 3D printing business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.