Scott Scharfenberger is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jessica Simpson is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliate since 2006. Outside of her advisory role, she serves as president of the Trails End Homeowners Association board of directors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendation reports and combines algorithmic tools with advisor input to support tax-efficient withdrawal strategies and income planning.

Anthony Campagni is a CFP® professional at LPL Financial with 38 years of industry experience. He has worked at Strata Financial Group since 1999 and Royal Alliance Associates, Inc. from 1997 to 2024. Campagni also has long-standing experience at Harrington Asset Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, combining discretionary and non-discretionary management with research and model portfolio options.

Kimberly Penzone is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and bringing 26 years of industry experience. She has been with UBS since 2012. Kimberly serves as President of the Dublin Women's Philanthropic Club, a nonprofit that raises funds for local charities and scholarships for women returning to school. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Joshua Honaker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Huntington Bank, Citibank, and briefly in the entertainment industry with Ignite Entertainment. 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 strategies.

Amanda Maggard is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley for six years. Outside of finance, her background includes roles in the restaurant and retail sectors. 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.

Nathaniel Knowlton is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Key Bank and MML Investors Services. Outside of advising, he is involved in banking and manages a real estate business focused on multi-family properties. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team alongside its broad advisory and insurance offerings.

Natalee Adams is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wright Patt Credit Union, PNC Bank, Nationwide Financial, and the City of Columbus. Outside of her advisory work, she is involved with TRLT Ventures LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and a written Recommendation Report for clients approaching or in retirement.

Zachary Welch is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he spent ten years with Kempersports, where he was involved in golf operations. Outside of his advisory role, Welch continues to work in golf operations, assisting with day-to-day activities at a public golf course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning covering retirement, tax, estate, and other areas. The firm offers a combined planning and managed-account program while maintaining separate service structures and does not serve institutional clients with portfolio management.

Fabian Padamadan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Columbus, OH. He has worked at J.P. Morgan Securities since 2013 and has experience with NHB Holdings LLC and JPMorgan Chase Bank, N.A. since 2017. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Richard Myers III is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 65 and Series 63 licenses and having seven years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, he spent eleven years at Retirement Plans, Inc. Outside of his advisory work, he is the sole proprietor of The Heron Airbnb in Owenton, Kentucky. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Patrick Giller is a financial advisor at OSAIC in Columbus, OH, with 32 years of industry experience. He holds a Series 63 designation and has a long tenure with Lincoln National Life Insurance Company and its affiliates since 1993. In addition to his advisory role, he works as an insurance agent offering accident and health, disability, traditional life insurance, fixed annuities, and life settlements. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, third-party money managers, and model portfolios to construct and manage client accounts.

Emily Seerden is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of finance, she was involved with the Columbus Dance Centre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Samuel Muller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 10 years of industry experience. His career includes roles at Morgan Stanley, The Prudential Insurance Company of America, and multiple positions within J.P. Morgan entities. Outside of finance, he is involved with Pack Tactic Games, a venture he joined in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Drew Mussman is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Prudential Insurance Company of America and LPL Enterprise LLC. Outside of finance, he has been involved in the restaurant industry with experience at multiple pizzerias. J.P. Morgan Securities provides investment advisory and consulting services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amy Rash is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Morgan Stanley and J.P. Morgan Securities. Additionally, she serves as a FINRA arbitrator for ad hoc cases involving disputes between investors and brokerage firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 additional market-facing registrations and functions, offering services on a non-discretionary basis while clients retain final decision-making authority.

Doug Bates is a Series 66-credentialed financial advisor with Edward Jones, based in Westerville, OH. He has one year of industry experience, including a 16-year tenure at National Affordable Housing Trust. Outside of his advisory role, he serves as a consultant for Marble Cliff Capital, an affordable housing syndicator, where he reviews budgets and financials and advises on policies and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a nationwide network of over 23,000 financial advisors.

Riley Larimore is a Series 65-credentialed financial advisor with 17 years of industry experience. He has worked at Edelman Financial Engines since 2016 and previously at Tmfs Advisors, LLC from 2012 to 2016. He is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Terry Webb is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, and has seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Webb also manages several rental properties in the Columbus area. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary advisory model supported by a centralized due-diligence framework.

Sarah Barnhart is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. In addition to her advisory role, she is involved in direct sales for a skincare company, Rodan and Fields LLC, as a contractor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.