Olivia Mc Cormack is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for two years. Prior to entering the financial industry, she was involved in the restaurant business for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan organization.

Nicholas Jones is a Series 66-licensed financial advisor with UBS Financial Services in Columbus, OH, and has one year of industry experience. His prior work includes positions at Fidelity Investments, Kühne + Nagel, Brightview Health, Procter & Gamble, and Cavalier Distributing Company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Skylar Muhlenkamp is a Series 66-credentialed financial advisor with Morgan Stanley in Columbus, Ohio, bringing one year of industry experience. Prior to joining Morgan Stanley, Muhlenkamp has held roles across various businesses including hospitality ventures like Woodlands Backyard, where they remain involved. Woodlands Backyard is a restaurant and bar located in Columbus. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Brian Tanler is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Stephen Viner is a financial advisor at LPL Enterprise with nine years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has held roles at W&S Brokerage and Western Southern Life. He holds a Series 63 designation and is based in Columbus, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Joseph Foster is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Joshua Brutcher is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Truco, Inc. He is currently 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 applying an ESG eligibility framework in its recommendations.

Greg Scharlott is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, following over a decade at Nationwide Investment Advisors and Nationwide Investment Services Corporation. 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. The firm delivers non-discretionary advice through a select team of Wealth Advisors, focusing on approved funds and strategies.

Ethan Brooker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Jpmorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary advisory model.

Frenlly De La Cruz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 63 designation and has worked at both J.P. Morgan and Morgan Stanley in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Justin Whitley is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and the Energy Cooperative of Ohio. He 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 manager due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.

Caitlin Hughes is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. She has held roles at Cambridge Investment Research Inc. since 2023 and works concurrently as an educator and coach within local school districts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm provides services through a network of independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory with a range of portfolio management and model-based solutions.

Margaret Bellows is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. She has been with Morgan Stanley since 2005, including roles at Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, N.A. She is based in Columbus, OH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Nasser Tahat is a financial advisor with Morgan Stanley in Columbus, Ohio. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at J.P. Morgan Securities and various other businesses, including entrepreneurial work with Tahat Renovations LLC. 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 supported by structured discovery conversations and firm-approved planning tools.

Jeff Gilbert is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and over 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jacob Hauptner is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 license with five years of industry experience. His prior roles include positions at Pruco Securities LLC, William Vaughan Company, and Wentz Financial Group. Outside of his advisory work, he is a co-owner of Party Haupper, an equipment rental business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, and offers a broad range of investment and financial planning solutions.

Nick Beres is a CFP® professional with 21 years of industry experience. He is currently affiliated with LPL Financial and also operates Beres Wealth Management. His prior experience includes roles at Raymond James Financial and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategic and tactical tools.

Michael Roderick is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons. He is also a founder and board member of the nonprofit Embrace the First Step in New Albany, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing model portfolios developed internally or by third-party strategists, and offers access to third-party asset managers and various financial planning services.

Nicholas Rupert is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at KEMBA Financial Credit Union and CUSO Financial Services, LP. He is also involved with Kemba Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives.

Christopher Cennamo is a financial advisor with Charles Schwab in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.