Amanda Joseph is a ChFC® credentialed advisor at Raymond James Financial with 14 years of industry experience. She has worked at Logan and Reed Wealth Partners since 2024 and has been with Raymond James Financial Services, Inc. since 2011. Outside of her advisory work, she serves as Treasurer for the Hilliard Weaver Middle School Parent Teacher Organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public finance work through unique affiliations.

Priyanka Sheth is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, 4 Consulting Inc, and TEKsystem. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework when recommending strategies.

Nolan Reynolds is a financial advisor at Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Edelman Financial Engines, KeyBank, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through structured discovery processes without delivering individual security recommendations as part of standalone planning.

Hunter Sprankle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank, N.A. Outside of finance, he has experience working in the restaurant industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and manager due diligence as part of its investment process.

Brandon Baxter is a financial advisor with LPL Financial based in Columbus, OH. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at The Huntington Investment Company and Huntington National Bank. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Peter Cooper Jr. is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated bank since 2004. Based in Columbus, OH, his career has been dedicated to serving clients within this large institutional firm. Charles Schwab & Co., Inc. serves a broad 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, delivering multi-asset model portfolios, written advice policies, and dedicated due diligence on alternative investments.

Braden Riehl is a financial advisor with Robert Baird & Co. in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Corient, Summit Financial Strategies, and Croghan Colonial Bank. He attended Ohio State University from 2021 to 2025. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers financial planning, portfolio management, and custody services, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Richard Visintine is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor client plans.

Tausha Pape is a financial advisor with Morgan Stanley in Columbus, OH, holding four years of industry experience. Her prior roles include positions at Huntington National Bank and Computing Concepts Inc. She has been with Morgan Stanley since 2019, including work with the Morgan Stanley Services Group since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Hogan is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Jedidiah Adarquah Yiadom is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has prior work experience with TCP Asset Management, LLC, Amway, and Uber. 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 applying an ESG eligibility framework in its investment recommendations.

Deborah Hivnor is a financial advisor with Primerica Advisors in Columbus, OH, holding over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1986. Her other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Enas Jaradat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Jaradat held positions at The Ohio State University and Macy's. 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.

Luke Maynard is a financial advisor at Morgan Stanley with a Series 66 credential and one year of experience in the industry. His prior work includes roles at Scioto Country Club and Shuttleworth and Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a wide range of investment and financial services.

Eric Beckman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, following roles at Nationwide Investment Services Corp, Huntington National Bank, and other firms. Beckman has also been involved in a non-investment business as an employee at 123115, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a notable Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware strategies. The firm uses proprietary research and third-party data to deliver tailored retirement solutions within a defined investment framework.

Douglas Rose is a CFP® professional at J.P. Morgan Securities with 37 years of industry experience. He has held roles at JPMorgan Chase Bank, LPL Financial, CUNA Mutual Group, and Wells Fargo. Rose is based in Columbus, Ohio. 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 applying an ESG eligibility framework in its advisory process.

Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Musa Jallow is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase. Outside of his advisory work, he is also an Uber driver. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Douglas Graybeal is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC 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. The firm operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its institutional consulting services.

Aaron Fuerst is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.