Kevin Molinaro is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 19 years of industry experience. His career includes multiple tenures at Morgan Stanley, as well as positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and The Huntington Investment Company. Outside of his advisory work, he serves as Treasurer and board member for the Willow Brook Crossing Homeowners Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a broad range of investment programs across retail and institutional segments.

Kyle Mawhorr is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and LPL Financial since 2012. Outside of his advisory role, he owns JLK Companies, LLC, which provides commercial and residential lawn services and operates an agriculture-related business. 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, combining a broad advisory framework with various non-advisory financial services.

Deserae Lukowski is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct relationships and corporate financial planning agreements.

Jonathan Groleau is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013, including work with Thrivent Financial for Lutherans since 2014. He is involved in identifying commercial space to house his office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning across various topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Jason Gernstetter is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, JPMorgan Chase Bank, N.A. since 2010, and prior positions with Chase Investment Services Corp. and J.P. Morgan Asset Management. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process integrates centralized due diligence and combines quantitative and qualitative research, with an emphasis on Eligible Strategies and ESG considerations.

Denise Fountain is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with four years of industry experience. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a retail position with Scentsy. Outside of financial services, she is involved in retail sales for scented wax candles and warmers. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager selection, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lori Hoefler is a financial advisor with Morgan Stanley Wealth Management in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her career includes ten years at Citigroup Global Markets followed by extensive tenure at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Christina Thornton is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at The Huntington Investment Company and Nationwide Financial. 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 with tax-aware withdrawal strategies and asset allocation recommendations.

Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory work, he is also a musician who plays guitar and sings at clubs and events. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers account implementation via multiple platforms and custodians.

Eric Bean is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with firms including PNC Investments and Donatos. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers non-discretionary asset allocation advice supported by centralized due diligence, combining quantitative and qualitative research with a framework that may incorporate ESG considerations.

Anthony Miller II is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including a decade at Morgan Stanley before joining Cambridge in 2020. Outside of advisory work, he is involved with Miller Financial Services as an independent insurance agent and serves as Vice President of Miller Financial Private Wealth Management. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms, offers both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Larry Queen is a financial advisor with Cambridge Investment Research Advisors in Columbus, OH, holding a Series 63 designation and 48 years of industry experience. He has been with Cambridge Investment Research Advisors and affiliated entities since 2011 and previously worked at Woodbury Financial Services, Inc., Equitable Advisors, and Mony Securities Corporation. Outside of advisory work, he is involved in property management and partially owns multiple financial services firms. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides a range of management approaches and proprietary model strategies.

Kanisha Mills is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with four years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in a janitorial services business operating in the Dublin, Ohio area. 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 integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Alec Levine is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Randstad and William O Cleverly & Associates, as well as entrepreneurial experience with AED Enterprises and Dewey's Pizza. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Gregory Zunkiewicz is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Morgan Stanley in Dublin, Ohio. He previously worked at Edward Jones for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is employed by The Ohio State University and serves on the finance committee of the advisory board for Short North Stage, an arts and culture organization. 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 planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes standardized planning tools and analysis as part of its financial planning process.

Kofi Atta is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes multiple roles at Morgan Stanley and JPMorgan Securities LLC, as well as JP Morgan Chase Bank N.A. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations to model financial outcomes.

Cherie Walker is a financial advisor with Primerica Advisors in Dublin, OH, holding 10 years of industry experience. She has worked at multiple firms including PFS Investments Inc. and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in sales of non-investment related home security and automation products through affiliates of her firm. 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 entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Reginald Lumpkins II is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for seven years prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes ESG considerations within its investment recommendations.

Nathaniel Maldonado is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Mary Day is a financial advisor with Morgan Stanley in Dublin, Ohio, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.