Richard Englefield III is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Park National Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lawrence Stubbs is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and spent 21 years at JPMorgan Chase Bank, N.A. Outside of his advisory role, he maintains ownership of a residential property he manages for a family member. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to develop customized investment strategies.

Ryan Steinicke is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. He has worked at J.P. Morgan Securities since 2017, with a prior one-year contract role at Morgan Stanley. Steinicke is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Victor Newman II is a financial advisor with LPL Financial, holding a Series 66 license and bringing 26 years of industry experience. He has worked at LPL Financial since 2020 and was previously with Avantax Advisory Services and related entities for nearly two decades. Newman also owns Victor Newman & Company, LLC, which provides tax preparation and accounting services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial and credit-related products.

William Weltge is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at Lower.com, Courtside Pizza, Carpenter and Associates, Ohio University, and Voss Village BMW. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Anthony Meyer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Nationwide Insurance for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Steven Merrill is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Philip Paden is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including Lincoln Douglas Investments and Masters Insurance Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

David Dherete is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he is the President of the Upper Arlington Football Association, a nonprofit supporting the local high school football program, where he is involved in board leadership and event coordination. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Trenton Baker is a financial advisor with Morgan Stanley in Columbus, OH, holding CFP® and securities licenses Series 63, 65, and 66. He has 15 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as a seven-year period of retirement from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s approach utilizes structured discovery and planning tools, including modeled outcome simulations, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

William Willson is a Series 66-licensed financial advisor with Ameriprise in Columbus, Ohio, with nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Willson is also a co-owner of TRLT Ventures LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Evelyn Akey is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where she has worked since 2013. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Mark Brown is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including roles at Wells Fargo Clearing from 2016 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically discrete and tailored to client needs.

Justin Leonti is a financial advisor with Edward Jones in Gahanna, OH. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at GoOrtho and has experience as a self-employed professional, including oversight responsibilities at a consumer goods company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

David Cunningham is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Gahanna, OH, and holds the Series 63 designation. Outside of his advisory role, he is involved with MDM Properties, LLC, where he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors.

Seth Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Oakstone Financial Management, Cambridge Investment Research Advisors, and Osaic FA. He currently operates under the trade name Kemba Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational purposes while overseeing over $819 billion in discretionary assets.

Yuenchuen Wu is a financial advisor at Morgan Stanley with 11 years of industry experience. Wu holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and CF Bank. Wu is based in Columbus, OH. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Mary Giersz is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Rachel Unangst is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions in healthcare and rehabilitation services and is also involved with Easy Peasy Lemonade LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, noted for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Jason Haunty is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at TDAmeritrade Inc. from 2013 to 2022 before joining Charles Schwab and Co., Inc. in 2022 and Charles Schwab Bank SSB in 2024. Charles Schwab & Co., Inc. serves a large client base, 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 offers a blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.