Jeremy Fleming is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is notable for its extensive network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

David Rothstein is a Series 66-licensed financial advisor with Ameriprise Financial Services in Columbus, OH, bringing nine years of industry experience. He has served at Ameriprise since 2017 and previously worked at Ohio University. Rothstein is a member of the Ohio University Department of Finance Advisory Council and chairs the Investment Committee for the Foundation Planned Giving Committee at JewishColumbus. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates internal investment research and third-party data within a product ecosystem that includes affiliated sub-advised options and managed accounts.

Timothy Webster is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018 and was previously with JPMorgan Chase from 2009 to 2018. He holds the Series 66 designation and is based in Columbus, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm emphasizes ESG eligibility in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mark Wilder is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with Jpmorgan Chase Bank, N.A. since 2010. 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 brokerage and investment management capabilities.

Ethan Adkins is a financial advisor with LPL Financial based in Columbus, OH. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at the Columbus Country Club and has experience with several local businesses, including Swensons Drive Ins and Young Brothers Contracting. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

Jacob Plahovinsak is a financial advisor with Osaic, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Morgan Stanley, Vorisek Financial, and FSC Securities Corporation. Outside of advising, he co-owns LongCat3D, an Etsy-based 3D printing business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Jon Cleary is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Cynthia Stemple is a financial advisor with Morgan Stanley in Columbus, Ohio, holding Series 63 and Series 66 licenses and offering 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2012 and also worked at Morgan Stanley Services Group Inc. from 2017 to 2019. Outside of her advisory role, she serves as an ambassador for the Head & Neck Cancer Alliance and is a non-scientist review board member for The Ohio State University Cancer Institutional Review Board, engaging in community education and medical review activities related to cancer. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory programs. The firm uses structured discovery processes and planning tools to develop tailored financial plans and manages a broad range of assets and investment offerings.

Donald Nye III is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His career includes roles at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. prior to joining his current firm. 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 guide investment recommendations.

Daniel Renz is a financial advisor with LPL Financial in Upper Arlington, OH, holding Series 65 and Series 63 registrations and bringing 24 years of industry experience. His prior roles include positions at German American Bank, Heartland Bank, UBS Financial Services, and North Star Wealth Advisors. He also serves as Director of Heartland Planning and Associates, a financial institution duty role separate from his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

John Bedros is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Wings Financial Credit Union. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, using structured planning tools and market modeling techniques.

Jody Scheiman is a financial advisor at Stifel with 43 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2005. Scheiman serves as a board member of the Center for Healthy Families, working with pregnant and parenting teens in minority neighborhoods in Columbus, Ohio. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing frameworks for client decision-making.

Karin Aey is a financial advisor with Morgan Stanley, holding a Series 66 designation and 31 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent eight years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Yunsheng Zhu is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials. Zhu has been in the industry since 2024, with prior experience at Valeo Financial Advisors LLC and Yong' An Futures. Outside of finance, Zhu had a role with Sunny Poke & Tea in 2022. 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 in its recommendations.

Brian Wright is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley since 2018 and previously worked at the Ohio Public Employees Retirement System for eight years. He also serves as an adjunct professor at Ohio University and works as a contractor for Columbus State Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by technology and research, serving clients through both individual and corporate financial planning arrangements.

Bradley Kirkbride is a financial advisor at UBS Financial Services with seven years of industry experience and a Series 66 designation. His prior roles include positions at JP Morgan Chase Bank, JPMorgan Securities, The Huntington National Bank, Bank of America, Merrill, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets activities.

Michael Buchan is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Halite Partners and Omni Financial Services Inc, as well as work in academic settings at Miami University and Columbus State Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services through a nationwide network of financial advisors and branch offices, operating under a fiduciary standard.

Christian Laver is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors Corporation for 37 years. Outside of his advisory role, he owns businesses in insurance and benefits consulting as well as other ventures. Cambridge Investment Research Advisors serves a wide range of clients, including individuals across wealth levels, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various custody and platform arrangements.

Bethany Telander is a financial advisor with Morgan Stanley in Columbus, OH, holding a Series 66 credential and 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2015 and previously at Morgan Stanley Services Group Inc. Outside of her advisory role, she is involved in direct marketing sales with Plexus Worldwide. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes a structured financial planning process using proprietary tools and serves clients through both individual and corporate financial planning agreements.

Troy Gerschutz is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously was involved with Ark Real Estate Group and Arc Properties. Outside of his advisory role, he co-owns several real estate properties with his wife. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory functions, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.