Grant Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop personalized investment strategies. He provides advice on a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. Additionally, he facilitates access to banking and lending services through Bank of America. Grant holds a Bachelor's Degree from The Ohio State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes understanding what matters most to clients and their families to create strategies aligned with their financial objectives.

Samuel Lyons is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Verizon Wireless. J.P. Morgan Securities 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 advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nathaniel Whitaker is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Principal Funds Distributor, WisdomTree Asset Management, Foreside Fund Services, and Nationwide Investment Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Ahmed Barghouty is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Primerica and Metro PCS. Barghouty also had an academic affiliation with the University of Akron from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Todd Gourno is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, with 19 years of industry experience. He currently works at Cetera and Three Creeks Capital Management, LLC, which he owns. Outside of advising, he owns a real estate business that purchases commercial buildings for business purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, with access to affiliated and third-party managers and over $256 billion in assets under management.

Charles Minneci is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for three years. His background also includes roles in education and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and proprietary investment options.

James Hunter is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services, and he is a business owner of Bodine Perry, LLC and RE Capital Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven solutions.

Gwendolyn Maurer is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jonathan Jordan is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Ballet Met for five years and The Washington Ballet for seventeen years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and Secular Return Estimates.

Karishma Shah is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan in various roles since 2016. Outside of her advisory work, she is the owner of K Shah Properties LLC, a rental property business. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Souslin is a financial advisor with LPL Financial based in Worthington, OH. He holds a Series 66 credential and has one year of industry experience, including work at Cadaret, Grant & Co., Inc. Outside of his advisory role, he is active as an artist and musician. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and multiple portfolio management strategies.

Jay Bucher is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill in 2015 and works with ultra-high-net-worth clients and their families to address the complex challenges and opportunities associated with substantial wealth and unique financial circumstances. Before joining Merrill, Jay began his career as a financial analyst at another financial services firm, where he conducted business valuations for mergers, acquisitions, and joint ventures. His expertise includes analyzing financial markets, identifying trends and opportunities for wealth management strategies, and assisting clients in understanding and navigating the complexities of financial markets. Jay holds a bachelor's degree in business and finance from the University of Tennessee. He has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE).

Adam Obrien is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and six years of industry experience. His previous roles include positions at Pacer Financial, Inc., Incapital LLC, and Quicken Loans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with planning services covering diverse areas such as retirement, education, business-owner transition, and special-needs planning.

Angela Okoro is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked with Primerica Advisors since 2023 and previously held roles at Primerica Financial Services, United Insurance Group, and other financial and educational organizations. Outside of advisory work, she is involved in sales of loan products, home security, automation products, and other home-related services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, using a tiered wrap fee structure and third-party asset managers for portfolio implementation.

Christopher Simpson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC and Discover Financial Services before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jacob Altic is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He has held positions at Edelman Financial Engines and its predecessor firms since 2018, and prior to that was employed at The Prudential Insurance Company of America from 2016 to 2018. He holds the Series 63 and Series 65 licenses and is based in Columbus, OH. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering discretionary and non-discretionary management with an investment process focused on diversified model portfolios, rebalancing, and long-term orientation.

Andrew Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from The Ohio State University with a Bachelor of Science in Business Administration in Finance. Andrew collaborates closely with clients and his team to develop and implement wealth management analyses tailored to individual lifestyle goals. His expertise includes creating highly customized reports that support strategic financial planning. Additionally, he is licensed in life and health insurance and assists in areas such as insurance, annuities, credit and lending, and investments.

Charles Roloson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory work, he has extensive experience managing rental properties over nearly three decades. 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. The firm combines large institutional advisory capabilities with brokerage and investment management services.

David Reiniger is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 41 years of industry experience. He has been with LPL Financial since 2000. He serves as a non-profit board member and officer of his local condo association, where he manages financial and administrative duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Timothy Bartolett is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2020, including a role with Morgan Stanley Private Bank, and previously spent five years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.