Isaac O'rielley is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 license with two years of industry experience. Prior to joining Morgan Stanley in 2023, he managed Collectibles N' Stuff LLC, a retail and online store he owns and operates. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment and estate planning strategies.

Angel Lin is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to focusing on financial services, Angel worked in the restaurant industry, including roles at Er Ge Hot Pot and BBQ and Xin Japanese Restaurant. Angel also worked as a part-time food server outside of the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Amy Wilson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Wells Fargo Clearing Services. Outside of her advisory role, she is a notary public in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and advisory support.

Jordan Williams is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles including at J.P. Morgan Chase and Lowe's. Outside of finance, he has been a contractor delivering food for DoorDash since 2018. 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 recommendations.

Tod Creasap is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market-based modeling techniques.

Steven Lovell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at firms including Morgan Stanley Smith Barney LLC and Key Investment Services. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to various third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.

Brady Eller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities since 2015. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Daniel Hilber is a financial advisor at Morgan Stanley with 2 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans that incorporate firm-approved tools and market simulations.

Ryan Romer Jordan is a financial advisor with Ameriprise in Hilliard, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as treasurer of Ill Mannered Brewing Company, a nano brewery in Powell, Ohio. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Derek Sears is a financial advisor with LPL Financial in Columbus, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services for nine years and has been associated with KEMBA Financial Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Scheffler is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, E*TRADE Securities, and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisors.

Evan D Herete is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and beginning his industry experience in 2023. Prior to his current role, he worked at The Ohio State University and Upper Arlington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

John Trapp is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Robert Baird & Co. since 2019 and previously held positions at JJB Hilliard W.L. Lyons LLC and Fifth Third Securities. Outside of his advisory role, he is a member and owner of several LLCs involved in real estate investments. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a combination of manager-traded and model-traded strategies enhanced by internal research and technology and manages approximately $394 billion in assets as of December 2025.

Ryan York is a CFP® with 11 years of industry experience, all of which have been spent at Edward Jones since 2015. He is based in Grove City, OH, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jovonni Auddino is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Anthony Mastro. 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 when recommending strategies.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and five years of industry experience. He has previously worked with Nationwide Investment Services Corp and JPMorgan Chase Bank, N.A. Outside of his advisory role, Blotner is involved with the Society for American Baseball Research as an unpaid freelance writer and has performed as a singer and karaoke host at The Dolphin Lounge. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Matthew Aman is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked across various roles within the JPMorgan organization since 2016. 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 making investment recommendations.

Kylee Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in both financial services and the golf club industry, including positions at Klaus Financial Services, LLC and Double Eagle Golf Club. Rogers completed her education at Miami University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

David Patch is a financial advisor with J.P. Morgan Securities in Dublin, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2009. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.