Robert Mitchell is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Amy Kelly is a CFP® professional with 19 years of experience in the financial industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Budros, Ruhlin & Roe, Inc. Kelly serves as president of the Kappa Kappa Gamma Columbus Alumnae Association, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Justin Gibbs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role since 2017, he partners with clients to develop efficient financial plans aimed at providing peace of mind. As a Certified Financial Planner, Justin employs a holistic approach to evaluating opportunities and risks. Justin's experience at Fidelity Investments spans several years, beginning as a Financial Consultant before advancing to his current leadership position. His professional focus includes financial planning and client partnership. Outside of his professional work, Justin has interests in music, outdoor adventures, parenthood, pets, running, and snowboarding.

Samir Bagga is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tammy Rector is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 1993. Outside of finance, she has experience in the restaurant industry with Levy Restaurants. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Adam Ferne is a financial advisor with Thrivent Investment Management in Worthington, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Patrick Mc Hale is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Ameriprise Financial Services, Uber, and Diamond Hill Capital Management. 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 under management, offering a broad range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Andrew Sasser is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Hydraulic Pros LLC and held roles with State Farm agencies. He is also involved in coaching at Cincinnati Christian School and has outside employment with Amazon. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a broad range of brokerage and insurance products through an integrated platform.

Joseph Panfil is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously at UBS Financial Services Inc from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Kelly Halla is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Noah St John is a financial advisor with Thrivent Investment Management in Worthington, OH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Texas Roadhouse, Lifetime, Walmart, and Southern New Hampshire University. Outside of his advisory work, he operates a sole proprietorship reselling collectibles such as Legos, bobbleheads, and cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to integrate planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management services.

Kerry Mc Mullen is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following 24 years at American Express Financial Advisors Inc. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sean Gibbons is a financial advisor at Ameriprise in Columbus, OH, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Advanced Retirement Design and MAI Capital Management, as well as work related to recreational and educational organizations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Ryan Johnson is a financial advisor with Equitable Advisors in Hilliard, Ohio, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and previously spent eight years in real estate. Johnson serves as a board member of the Scioto Run Neighborhood Association, assisting with neighborhood maintenance and community issues. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.

Angela Owens is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1998. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Karen Cookston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise and its predecessor entities since 1987. Outside of her advisory role, Cookston serves on multiple nonprofit boards in the Columbus and Buckeye Lake, Ohio areas, including Life Care Alliance and the Buckeye Lake Regional Foundation. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

Douglas Riffle Jr. is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at JPMorgan Securities LLC 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 team of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Mark Hughes is a Series 63-registered financial advisor with Cambridge Investment Research Advisors in Columbus, OH, with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years with Commonwealth Financial Network. Outside of his advisory role, he operates Retirement Wealth Strategies LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple portfolio management options through a network of independent Financial Professionals, using proprietary models and third-party strategies tailored to client objectives.

Sharon Wei is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing comprehensive wealth management strategies tailored to entrepreneurs, real estate investors, executives, and families with assets exceeding $5 million. Her approach, Simplify to Multiply™, focuses on integrating investment strategies with tax efficiency, business transitions, liquidity planning, and estate planning to address the complexities of significant wealth. Sharon's expertise encompasses family wealth management, legacy planning, liquidity management, tax minimization, and retirement income planning. Before joining Merrill Lynch, Sharon built and scaled her own business and served as a consultant at Accenture, advising Fortune 500 companies. Her academic background includes a Master of Business Administration from Bowling Green State University, as well as certifications from Northwestern and Yale universities. She holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Sharon actively participates in professional organizations such as the Asian American Commerce Group, National Association of Women Business Owners, Ohio Business Broker Association, and Powell Chamber of Commerce. She also contributes to community initiatives including Better Money Habits and the National Association of Women Business Owners. Fluent in Chinese, Mandarin, and English, Sharon integrates her experience as a businessbuilder and strategist to assist clients in making critical financial decisions.

Vincent Eckel is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior affiliation as AXA Advisors, LLC until 2020. Outside of advisory work, he services existing clients through an insurance relationship with Allstate. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.