John Viers is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1994. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic automation.

Lynn Beach is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Summit Financial, Charles Schwab Bank, Charles Schwab, and Huntington Investment Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Alexander Dunnavant is a Series 66-licensed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. He has been with the firm and its affiliated entities since 2016, including JPMorgan Chase Bank, N.A. 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 applying an ESG eligibility framework in its recommendations.

Edward Feierman is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides 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 structured planning tools and models but does not offer individual security recommendations through its standalone planning program.

Annette Reed is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. She is based in Hilliard, OH. Outside of her advisory role, she has participated as a member of the transition team for the new mayor of Hilliard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Clay Muhlenkamp is a financial advisor with Charles Schwab in Columbus, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2011 and 2013, respectively. Outside of his advisory role, he owns and rents out a property in Austin, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Donald Harper Sr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, PNC Bank, PNC Investments, Fidelity Tactical Group, and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Charles Ballou is a CFP® with 53 years of industry experience, currently affiliated with Raymond James Financial in Columbus, OH. He has been with Raymond James Financial Services, Inc. since 1985 and the broader Raymond James Financial firm since 2009. Ballou is also the owner and principal of the Ballou Family Office, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a range of advisory programs alongside specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Eric Esposito is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Esposito serves on the Board of Directors for the Waterford Tower Homeowners Association and is CEO of Executive Alpha Group Inc., overseeing day-to-day operations and staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Dominic Monk is a financial advisor at Robert Baird & Co. in Columbus, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Hyre Personal Wealth Advisors, and Northwestern Mutual. He serves as a board member and investment committee member for Team Focus, an outside business activity based in Ashland, OH. Monk is part of the DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies alongside tax-management and direct-indexing capabilities.

Nicholas Kaldis is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Spencer Spillman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial and Triple Crown Wealth Management. Outside of his advisory role, he has engaged in work with DoorDash. 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 an ESG eligibility framework in its advisory process.

Tyler Cunningham is a financial advisor with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2025 and has prior experience in the food service industry and education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with additional services in financial planning, trust custody, insurance, and lending programs.

Jeffrey Warner is a financial advisor with Charles Schwab in Columbus, Ohio, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes positions at Fidelity Investments, BBI Logistics, and Ohio State University Wexner Medical Center. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and provides integrated custody, brokerage, and advisory services.

Joseph Ball II is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Ameriprise Financial, Columbus State Community College, Brookside Golf & Country Club, and Ohio State University. He is also a co-owner of TRLT Ventures, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation supported by in-depth research and proprietary tools.

Jesse Harlow is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Penn Mutual Life Insurance and OptumRx. Outside of his advisory work, he participates occasionally in marketing focus groups for Murray Hill Marketing. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jessica Sullivan is a financial advisor at Morgan Stanley in Columbus, Ohio, with 24 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 12 years. Sullivan has also been associated with Franklin University for over 20 years, including a current engagement since 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment solutions alongside comprehensive planning services.

Sean Gelin is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has previously worked at Pride Technologies, LLC, United Parcel Service, American Income Life, Chipotle Mexican Grill, Kroger, and Pizza House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Jonathan Hastings is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AssuredPartners and Cetera Wealth Services, LLC. Outside of advising, he is involved in insurance sales and is the owner of Hastings Elite, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, utilizing a multi-manager platform that supports diverse investment strategies and program structures.

Tammy Tanner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at Morgan Stanley, Northwestern Mutual, and Rivertree Wealth. She 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 an ESG eligibility framework.