Lajonte Wilson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions with Cxloyalty and JPMorgan Chase Bank, N.A. 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 incorporating an ESG eligibility framework in its recommendations.

Evan Schmidt is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at TBF Financial, LLC for one year. He has also been involved with a business called Junk Remedy at various times. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Bauer is a financial advisor with Merrill in Columbus, Ohio, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Merrill since 2017 and previously held positions at Santander Securities LLC and Flushing Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Austin Gossett is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Distribution Services, Sedgwick, and The Scotts Miracle-Gro Company. Outside of his advisory role, he is employed by TRLT Ventures LLC, where he manages an advisory business. Ameriprise serves primarily individuals approaching or in retirement with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ income and asset management needs.

Calvin Miles is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He began his career in the financial industry in 2023 and has experience working at several firms including Riegel Financial Wealth Management and JPMorgan Chase Bank, N.A. Outside of finance, he has worked in the food service industry at Taste Of Belgium. J.P. Morgan Securities LLC 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 to support their investment recommendations.

Majid Zibaie is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and four years of industry experience. Prior to his role at Morgan Stanley, he worked in the restaurant and bar industry, including five years at Cap City Fine Diner and Bar and the same duration at Hamiltons Pub Bar and Grill. He remains involved as an employee at Cap City Fine Diner and Bar outside of his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and analysis but generally acts in an advisory capacity rather than as an ERISA fiduciary unless otherwise engaged.

Chad Hoover is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2025. He has extensive experience in wealth management and financial planning, with a career spanning roles at Fidelity Investments, Burney Partners, and JPMorgan Chase. His expertise includes private wealth advisory, wealth planning, and regional investment specialization. Chad's professional journey includes roles such as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2025, and Regional Investment Specialist, Vice President at JPMorgan Chase from 2015 to 2019. He has also served as a Wealth Advisor and Regional Manager at Burney Partners and has held various positions at J.P. Morgan Asset Management since 2003. As a Certified Financial Planner (CFP®) professional, Chad focuses on helping clients create holistic financial plans that adapt over time to meet their financial goals. His aim is to provide clients with peace of mind and confidence in their financial decisions.

Isaiah Speelman is a financial advisor at Edward Jones in Columbus, OH, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and other firms. He also has involvement with ZAY323, LLC, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Weibel is a CFP® with 11 years of experience in the financial industry. He has been with Edward Jones since 2014, working in their Columbus, OH office. 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 through a large network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Scott Conrad is a financial advisor with Morgan Stanley in Columbus, Ohio, holding a Series 66 designation and 23 years of industry experience. He previously worked at J.P. Morgan Securities from 2016 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, Conrad serves as a bowling coach for Reynoldsburg City Schools. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Zachary Hummel is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and one year of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., Symphony Financial/LPL, and Heat Archive. J.P. Morgan Securities LLC 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 to inform its recommendations.

William Weithman is a CFP® professional with 33 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2009, and also maintains a role at Lauterbach & Eilber. Outside of his advisory work, he serves as president of a homeowners association in Lewis Center, Ohio. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment implementation options through independent Financial Professionals, utilizing proprietary and third-party models tailored to client objectives.

Jeffrey Nieman is a financial advisor with Merrill in Columbus, OH, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and technology firms such as WillowTree and Path Robotics. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates closely with Bank of America’s corporate platform, providing access to a broad set of financial products and services.

Jeffrey Geiger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 and has over 33 years of experience in the financial services and commercial banking industry. Mr. Geiger graduated from The Ohio State University Business School in 1978. He holds the Certified Investment Management Analyst (CIMA®) designation, earned in 2007 after completing the education component at the Wharton School of Business at the University of Pennsylvania. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Plan Fiduciary Advisor (CPFA®) credential. Jeff has extensive experience working with non-profit organizations, endowments, foundations, high net worth individuals, and business owners. His team employs a consultative approach on asset management, education, retirement, and estate planning services, focusing on a risk/return based disciplined investing strategy. He and his family reside in Galena, Ohio, and he is active in community organizations and charities. Jeff has a commitment to helping families with special needs, inspired by his family's experience with a brother who had special needs.

Justin De Vilbiss is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds Series 63 and Series 66 licenses and has three years of industry experience. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, DoorDash, and several other organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.

Lisa Bonner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Thrivent Investment Management since 2020 and has prior experience at firms including TD Ameritrade, LPL Financial, and Performance Matrix. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm offers comprehensive written recommendations across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Eric Walsh is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Columbus, OH, with 14 years of industry experience. He previously worked at PNC Investments for five years and has served as a sports referee for Grove City Parks and Recreation since 2018. Outside of finance, he provides rideshare services as an independent contractor. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset-allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Cheryl Brown is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Mooney Financial Services Co., Inc. and H. Beck, Inc. In addition to her advisory work, she coaches teens on budgeting and resumes and is involved in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kelly Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kyle Loch is a financial advisor with Primerica Advisors in Worthington, OH, holding 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2009. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies and discretionary separately managed accounts.