Erik Zwilling is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a decade at Bank of America and Merrill. He is based in Dublin, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by tools such as Monte Carlo simulations and secular return estimates.

Michael Schmeling is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, the Ohio Secretary of State, The Union Bank Company, Huntington National Bank, and the Ohio House of Representatives. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Natalie Cardenas is a financial advisor at Edward Jones in Grove City, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Apex LLC and held various roles including social media management and positions at Soar Behavior Services and Compass Career Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Mark Zipfel is a Series 63 licensed advisor with Ameriprise Financial Services, where he has worked since 2018. He has 43 years of industry experience, including prior roles at J.J.B. Hilliard, W.L. Lyons, Inc. and Fifth Third Securities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Benjamin Westley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, Fifth Third Bank, and in other roles prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers investment recommendations within an ESG eligibility framework.

Amanda Helwig is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and research resources.

James Christensen is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Frank Lazar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing and UBS Financial Services. He has been with Morgan Stanley and its affiliated entities since 2005 in various roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Thomas D'amico is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, Zeiders, MHN Government Services, Allstate Insurance Company, and Charles Schwab. 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 employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, with additional services in affiliated trust custody, insurance, and lending.

Jason Amos is a financial advisor at Edward Jones in Bexley, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services under a fiduciary standard.

Nancy Kesterson is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. She has worked with Primerica Advisors since 2010 and has prior experience at Pearson Education and Comfort Keepers. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Alexis Peace is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Shawn W Phelps and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Stephanie Wagner is a financial advisor with LPL Enterprise in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her career includes roles at Securities America, Inc., Prudential Insurance Company of America, and Principal Life Insurance Company. She is also a Notary Public in Columbus, OH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Michael Caudill is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds a Series 63 designation and has worked previously at Pruco Securities, LLC, The Prudential Insurance Company of America, W&S Brokerage Services, and Western Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and various affiliated services beyond securities products.

Brian Hughes is a financial advisor at Morgan Stanley in Columbus, OH, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and had brief roles outside the financial sector before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Steven Zid is a financial advisor with Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2019, and previously spent four years at Capital Group. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to develop tailored financial plans, with an emphasis on advisory services rather than direct security recommendations.

Terence Zaas is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a member of the board at Village Academy in Powell, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Heidi Johnson is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA since 2000, joining J.P. Morgan Securities in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

Myranda Shipley is a Series 66 licensed financial advisor at Morgan Stanley in Columbus, Ohio, with 11 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she operates a small business selling eggs raised on her farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and modeling techniques to support client goals.

Michael Cowgill is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Columbus, OH, and has 28 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 1991 and joined J.P. Morgan Securities in 2012. Outside of his advisory role, he is a co-owner of CoCo Ventures, LLC, a real estate business he operates with his spouse. 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. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework when applicable.