Brian Harrison is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005, with a brief tenure at AVISAE from 2016 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations within a non-discretionary program framework.

Erik Varhus is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2006. Based in Columbus, OH, his career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative analysis, and includes capabilities across derivatives and commodities through affiliated entities.

Christopher Cooley is a financial advisor at Morgan Stanley in Dublin, Ohio, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities and has a background in real estate and retail management. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering customized financial planning supported by firm-approved tools and a broad range of investment programs.

Kelly Mathews is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has previously worked at The Huntington Investment Company and JPMorgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Tanner Williams is a financial advisor at Morgan Stanley in Columbus, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Central Ohio Tech Solutions and Ohio University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process that includes the use of approved analytical tools and investment models.

Casey Daly is a financial advisor at Ameriprise in Columbus, OH, with 20 years of industry experience and a Series 66 designation. Prior to joining Ameriprise in 2026, Daly worked at The Huntington Investment Company for a combined 15 years and spent one year at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kyle Sanford is a financial advisor with Fidelity in Columbus, OH, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked within various Fidelity affiliates since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of fund types and model portfolios.

Michael Stoffel is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has experience at Bank of America, N.A. since 2026. Prior to his financial services career, he worked in retail and educational settings. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kimberly Emerson is a financial advisor with Morgan Stanley in Columbus, OH, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 offers financial planning supported by firm-approved tools and modeling techniques.

Daniel Rabady is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Charles Schwab and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Mark Gamble Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles including positions at JPMorgan Chase Bank and Sojourner Recovery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Benjamin Richards is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at U.S. Bancorp Investments and U.S. Bank. He is based in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and the program includes broader derivatives and commodities capabilities.

Devon Payne is a financial advisor with Robert W. Baird & Co. in Westerville, OH, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2016 and previously worked at Rusty Bucket Tavern for 11 years. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers and a variety of investment strategies.

Jonathan Cosner is a Series 66-licensed financial advisor with 10 years of industry experience, currently practicing at Charles Schwab in Columbus, OH. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, Nationwide Investment Services Corporation, and Young Wealth Management. Outside of financial advising, he creates and sells educational content on the online platform teacherspayteachers.com. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios and alternative investments within an integrated operational structure.

Keith Mc Caslin is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jonathan Fernandez is a Series 66-licensed financial advisor with eight years of industry experience. He has been with J.P. Morgan Securities LLC since 2018 and previously worked for JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Ashton Texas is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable in various capacities since 2023. Prior to his advisory role, his work experience includes positions at Western Carolina University, Axis Security, CVS Pharmacy, and other organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Gregg Ballou is a CFP®-certified financial advisor with 27 years of experience, currently with Raymond James Financial Services Advisors, Inc. in Columbus, OH. He has been with Raymond James since 1999. Outside of his advisory work, he is associated with the Ballou Family Office and Charles H Ballou CFP, where he serves in non-owner roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jonathan Brofford is a financial advisor at Morgan Stanley in Columbus, OH, with 15 years of industry experience. He holds Series 63, 65, and 66 licenses. His career includes multiple tenures at Morgan Stanley dating back to 2002, along with roles at PNC Wealth Management and a period as a self-employed advisor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Luke Recker is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also has a background in telecommunications through his involvement with Benton Ridge Telephone Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, trust custody, insurance products, and collateralized lending services.