Jonathan Parsons Jr. is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked in various capacities related to The Ohio State University and other organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Jerry Derhodes is a financial advisor with Primerica Advisors based in Dublin, OH. He holds a Series 63 designation and has 10 years of industry experience. His career includes service with several county boards of elections and work at PFS Investments Inc. since 2016. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers model-based investment strategies through a large network of advisors and manages approximately $15.5 billion in assets under management.

Brian Peters is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Huntington Investment Company and Huntington National Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Michael Lee is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he is the CEO of Profitable Seminars, LLC, which provides educational seminars for advisors and their prospects, and he is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research or third-party strategists and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

Tara Johnson is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank for 21 years. She serves as a director for the Upper Arlington Civic Association, a voluntary unpaid role focused on fundraising for community events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory and custody services.

Michael Koehler is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991 and previously worked at Diamond Mowers, Inc. and Blue Diamond Attachments. Outside of advising, he operates a self-employed business under the name Results by Mike. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and implementation services delegated to BNY Mellon Advisors.

Devin Rice is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked in the Air Force and in the hospitality sector with Buffalo Wild Wings and Bar Louie. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG considerations within a non-discretionary framework.

Robert Jobe is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan and JPMorgan Chase Bank since 2022. His prior roles include positions at Equitable Financial Life Insurance Co and Equitable Advisors, as well as various roles in education and local government. 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 searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research supported by a centralized manager solutions team.

Kaleb Kemper is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. His previous roles include positions at Equitable Advisors and Giant Eagle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, supporting recommendations limited to eligible strategies.

Sandra Dixon is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers across a range of investment strategies and account types.

Kevan Gallion is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brett Jones is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Pride Technologies and operated Jones & Associates. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and methodology. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and access to a broad suite of investment products.

Jonathon Cooley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 credential and with eight years of industry experience. His career has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements with employers.

Shelley Perone is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, as well as with JPMorgan Chase Bank, N.A. since 2005. 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 combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Emmanuel Chinwuko is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, Emmanuel worked at JPMorgan Chase Bank, N.A. and also has experience outside finance, including positions at John Sinclair Nissan and the YMCA of Southeast Missouri. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Linda Smith is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior career includes roles at several automotive dealerships before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Ayesha Rinehart is a financial advisor at J.P. Morgan Securities in Columbus, OH, with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, KeyBank, The Huntington National Bank, and Fifth Third Bank. Outside of her advisory role, she is part owner of a small wine bistro/restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ian Chambers is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Collabera. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.

Julia Osborn is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at JP Morgan Chase for five years and was employed at Miami University for four years. Osborn is also involved with COLAMP LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Stephen Finley is a Series 66-licensed financial advisor with Morgan Stanley in Columbus, OH, where he has worked since 2018. He has four years of industry experience, including prior roles at Dawson and Menards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.