Jedidiah Adarquah Yiadom is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. His prior roles include positions at TCP Asset Management, LLC, Amway, and Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with access to broader derivatives and commodities capabilities.

Deborah Hivnor is a financial advisor with Primerica Advisors in Columbus, OH, holding over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1986. Her other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Stephen Charles is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 20 years of industry experience. His prior work includes extensive tenure at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Julie Cason is a CFP® with 17 years of experience in the financial industry. She has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors and one year at Fidelity. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

David Merola is a financial advisor at Ameriprise with 33 years of industry experience. He previously worked at The Huntington Investment Company for 33 years and has longstanding ties to Huntington National Bank. He holds Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Luke Maynard is a financial advisor at Morgan Stanley with a Series 66 credential and one year of experience in the industry. His prior work includes roles at Scioto Country Club and Shuttleworth and Company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and offers a wide range of investment and financial services.

Eric Beckman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, following roles at Nationwide Investment Services Corp, Huntington National Bank, and other firms. Beckman has also been involved in a non-investment business as an employee at 123115, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a notable Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware strategies. The firm uses proprietary research and third-party data to deliver tailored retirement solutions within a defined investment framework.

Douglas Rose is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior employment includes positions at LPL Financial, CUNA Mutual Group, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. 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 employs a centralized due diligence process combining quantitative and qualitative research and offers a range of derivatives and commodities capabilities.

Michael Trapp is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He also has a prior role at JJB Hilliard WL Lyons LLC dating back to 2016. Outside of advising, he is an owner/member of an LLC and holds rental property investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of discretionary and non-discretionary portfolio management strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

Samantha Winner is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Raymond James Financial Services, Wells Fargo Clearing, UBS Financial Services, JP Morgan Securities, Morgan Stanley, and Merrill. Additionally, she serves as an associate at FM Investments, acting as a financial advisor within F&M State Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Musa Jallow is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase. Outside of his advisory work, he is also an Uber driver. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Douglas Graybeal is a CFP® professional with 21 years of experience in the financial services industry. He has worked at J.P. Morgan Securities since 2012, including his current tenure starting in 2018, and has held positions at JPMorgan Chase Bank, N.A. and New England Securities. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG considerations where appropriate.

Aaron Fuerst is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. 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 integrates quantitative and qualitative research and includes specialized capabilities in derivatives and commodities.

Michelle Christian is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at PNC Wealth Management and Natcity Investments, Inc. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory services.

Brett Eversole is a financial advisor at Ameriprise in Columbus, OH, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at The Huntington Investment Company, Huntington National Bank, Fifth Third Bank, JP Morgan Securities, and Clayton Homes. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic analysis to provide written recommendations and ongoing advice.

Jamie Reed is a financial advisor with Wells Fargo Clearing in Columbus, Ohio, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked at KeyBank, JPMorgan Chase Bank NA, and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad range of financial products.

Emma Cram is a financial advisor with Ameriprise in Worthington, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Ameriprise in 2026, she worked at The Huntington Investment Company and Huntington National Bank for several years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Archer is a financial advisor with Mass Mutual Investors Services in Hilliard, Ohio, holding CFP® and ChFC® designations and 16 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2010. In addition to his advisory role, Archer serves as an adjunct instructor and moderator teaching designation classes for The American College. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers various specialized planning programs.

Michael Dent is a financial advisor with Ameriprise in Columbus, OH, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank in various roles from 2013 to 2026. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement-income planning and ongoing advice through a collaborative, non-discretionary process supported by proprietary research and third-party data.

Caitlin Davis is a CFP® and holds a Series 66 license with three years of industry experience. She has been with Edward Jones since 2022 and previously worked at Cure Ohio, Wine Trends, and Seventh Son Brewing Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.