Shane Eversole is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent seven years with Chase Investment Services Corp. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through its broader regulatory registrations and affiliations.

Troy Gerschutz is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at PNC Wealth Management and Natcity Investments, along with several years involved in real estate ventures. 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 supported by centralized due diligence.

Adam Huston is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance such as at Michigan State University and the Interlochen Center For The Arts. He is involved with the Great Lakes Chorus, a nonprofit barbershop choir, where he serves as Treasurer. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Boelter II is a financial advisor at Morgan Stanley in Columbus, OH, with one year of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021. Prior to his current role, he worked at Proforma Graphic Services for six years. Outside of his advisory work, Boelter is a musician who distributes his music through DistroKid and also works as a delivery driver for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to assist clients in financial decision-making.

Lucas Koffler is a financial advisor at Wells Fargo Advisors in Columbus, OH, holding a Series 66 designation with 22 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include specialized services for clients meeting certain net-worth criteria.

Samuel Lee is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience, with prior roles including positions at NYLife Securities, Western & Southern Life, and Thermeq Co. He also spent five years working at Bowling Green State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Thomas Bates is a CFP® and ChFC® with 44 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked for 15 years, following prior roles at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, Bates serves as president of the board for A+ Arts Academy and the Delta Upsilon alumni board, where he oversees school activities and fraternity compliance respectively. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms, maintains proprietary model strategies, and supports third-party advisers and sub-advisors.

Efe Akarkarasu is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he is involved in a car rental business in Columbus, Ohio. 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 includes derivatives and commodities capabilities.

Eric Friedman is a financial advisor with Wells Fargo Advisors in Columbus, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and is also the owner of Scioto Wealth Advisors, LLC, a separate financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Dawaun Horton is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at JP Morgan Securities LLC and ApTask. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Richard Englefield III is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Park National Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lawrence Stubbs is a financial advisor at J.P. Morgan Securities in Columbus, OH with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2018, following a 21-year tenure at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is an owner responsible for managing a residential property for a family member. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice and performance reporting, with clients retaining final decision-making authority.

Ryan Steinicke is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at J.P. Morgan Securities since 2017 and is currently based in Columbus, Ohio. His prior experience includes a contract role with Morgan Stanley. 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. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through affiliated entities.

Victor Newman II is a financial advisor with LPL Financial, holding a Series 66 license and bringing 26 years of industry experience. He has worked at LPL Financial since 2020 and was previously with Avantax Advisory Services and related entities for nearly two decades. Newman also owns Victor Newman & Company, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial and credit-related products.

Colin Keefe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following four years at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

William Weltge is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with one year of industry experience. His recent work history includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities beginning in 2024. Outside of finance, he has previous experience working for Courtside Pizza and Voss Village BMW. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary asset allocation advice, manager research, and customized performance reporting supported by a centralized due diligence process.

Steven Merrill is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 11 years of industry experience. His prior firms include Morgan Stanley, Merrill, and Bank of America. 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.

Philip Paden is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2017, with additional roles at Lincoln Douglas Investments and Masters Insurance Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens and qualitative research, supported by a manager solutions team, and includes broader derivatives and commodities capabilities.

David Dherete is a financial advisor with UBS Financial Services in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he is the President of the Upper Arlington Football Association, a nonprofit supporting the local high school football program, where he is involved in board leadership and event coordination. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Damon Strickland is a financial advisor at Ameriprise in Columbus, OH, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, Edward Jones, Northwestern Mutual, Ash Brokerage, and Mercap Securities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.